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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Lend Me Your Ear. Let's Talk About Participant Loans

ASPPA [American Society of Pension Professionals & Actuaries]

Aug. 15, 2023
Recorded Online
Webinar

Speaker: Shannon Edwards, ERPA, CPC, QPA, QKC, QKA, President, TriStar Pension Consulting
Moderator: Megan Crawford, ERPA, QPA, Member, Williams Benefit Consulting, LLC

Description: This webcast will provide an overview of the rules that govern participant loans. Topics covered include information about maximum and minimum loan calculation, what constitutes an acceptable interest rate, and what happens to loans upon termination. The webcast will also cover what happens when a loan needs to be refinanced or when a loan goes into default. 

Learning Objectives:

  1. Understand the rules that govern loans
  2. Learn what the limits are for participant loans
  3. Learn what happens when a loan needs to be refinanced
  4. Learn what happens when a loan needs to be refinanced
  5. Learn what happens when a loan goes into default

More Information, How to Register

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