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View More FIS Relius Education Webcasts and Conferences

Prohibited Transactions

FIS Relius Education

Feb. 22, 2018
Recorded Online
Webcast

The electronic filing of the Form 5500 has given the government the tools to quickly identify potential prohibited transactions. Accordingly, practitioners need to have a fundamental knowledge of the prohibited transaction requirements.

In this web seminar, the speaker explains the structure, sanctions, purpose and exemptions.

Topics include:

  • Disqualified person / Party-in-interest
  • What transactions are prohibited?
  • Direct and indirect
  • Self-dealing
  • Sale or exchange
  • Loans
  • Exemptions
  • Discrete prohibited transactions
  • Service provider fee disclosures
  • Calculation of the excise tax
  • Qualifying employer securities

Objectives: After attending this Web seminar, an attendee should be able to:

  • Identify a disqualified person and a party-in-interest
  • Explain the tax consequences of engaging in a prohibited transaction
  • Determine which types of transactions that are prohibited
  • Identify exemptions to the prohibited transaction requirements
  • Explain the breadth of the prohibited transactions requirements to a plan sponsor

Speaker: David Schultz, J.D.

More Information, How to Register

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