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Pentegra
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Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Mergers & Acquisition Specialist Compass
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Senior Client Service Specialist EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Compass
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Regional Sales Director-Mid Atlantic July Business Services
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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Automotive Industries Trust Funds
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Strongpoint Partners
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Director, Strategic Accounts and Channel Development July Business Services
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The Pension Source
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Internal Channel Sales Team Lead July Business Services
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Daybright Financial
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Independent Retirement
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Independent Retirement
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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Lend Me Your Ear. Let's Talk About Participant LoansASPPA [American Society of Pension Professionals & Actuaries] |
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Aug. 15, 2023 On-Demand Webinar |
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Speaker: Shannon Edwards, ERPA, CPC, QPA, QKC, QKA, President, TriStar Pension Consulting 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:
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