Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA News
ARPA Webcasts

Featured Jobs

Distribution Specialist

Spectrum Employee Benefits, Inc.
(Remote / MN / ND / SD / WI)

Spectrum Employee Benefits, Inc. logo

ERISA Attorney - Qualified Plan Associate

Trucker Huss, APC
(San Francisco CA / Los Angeles CA)

Trucker Huss, APC logo

DC Senior Plan Administrator

Steidle Pension Solutions
(Remote / NJ / PA)

Steidle Pension Solutions logo

HR Specialist - Compensation & Benefits

American Century Investments
(Kansas City MO / KS)

American Century Investments logo

Senior Implementation Manager

Ubiquity Retirement + Savings
(Remote / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / MS / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

401(k) / DB Sales

Farmer & Betts, Inc.
(Tacoma WA / GA)

Farmer & Betts, Inc. logo

Senior ERISA Compliance Specialist

Hooker & Holcombe
(Remote / Bloomfield CT)

Hooker & Holcombe logo

Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.
(Remote)

Actuaries Unlimited, Inc. logo

DC/DB Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ / PA)

Steidle Pension Solutions, LLC logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Product Support Specialist

ftwilliam.com / Wolters Kluwer
(Remote)

ftwilliam.com / Wolters Kluwer logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
Combined  >  Upcoming   |   Recorded or Upcoming

View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

Participant Loan Issues

ASPPA [American Society of Pension Professionals & Actuaries]

Sept. 8, 2021
2:00 - 2:50 p.m. ET
Webcast

Speaker:
James C. Paul, Shareholder
Employee Benefits Law Group PC

Experience Level for Attendees: Intermediate

Target Audience:  TPAs, administrators, advisors, recordkeepers

Keywords:  participant loan; loan default; deemed distribution; 401(k) loans;

IRS Program Number:  CZTXU-Q-01342-21-O

Description:  Participant loans can become headaches if you don’t know the rules.  Join us to talk about the things that go wrong most often and how to avoid and correct these common errors.  We will review the basic rules for loans, as well as rules for defaulting loans, treating defaulted loans as deemed distributions and options for correcting defaulted loans.  We will also talk about how to treat loans for employees on leaves of absence.

Learning Objectives

  1. Review basic rules for participant loans
  2. Master the options for correcting loan errors
  3. Improve and solidify your understanding of how loans are treated for employees on leaves of absence.

About the Speaker:

Jim Paul has been providing practical and understandable guidance, advice and support to clients for more than 33 years, including employers, plan sponsors and fiduciaries who maintain and administer qualified pension and profit-sharing plans, welfare plans, nonqualified plans, executive compensation and other benefit programs.

From 401(k) plan compliance and corrections to executive compensation, due diligence and counseling employers on benefits issues in mergers and acquisitions, Jim has done almost everything in the employee benefits arena. His extensive experience includes counseling employers on design, compliance and operation of qualified retirement plans, nonqualified deferred compensation plans, welfare plans and stock-based compensation plans.

Jim also counsels’ clients on fiduciary issues and has experience in fiduciary litigation

More Information, How to Register

© 2021 BenefitsLink.com, Inc.