Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Webinars and Podcasts |
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Conferences (In-Person or Virtual) |
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Prohibited TransactionsASPPA [American Society of Pension Professionals & Actuaries] |
Nov. 14, 2019 Recorded Online Webinar |
The penalties for engaging in a prohibited transaction can be costly, so understanding the rules is important for anyone working with retirement plans. While some prohibited transactions are relatively easy to identify, others are less obvious. Accordingly, a fundamental knowledge of the prohibited transaction requirements is important for retirement plan practitioners. This webinar will review the rules, penalties and exemptions relating to prohibited transactions. Key Takeaways:
Speaker: David Schultz, J.D., APM |