Plan Loans Without the Drama: Navigating Operational Issues & Complexities

ASPPA [American Society of Pension Professionals & Actuaries]

Retirement plan loans are simple in concept but complicated in practice. This session highlights the most operationally challenging loan situations: payroll frequency changes, multiple outstanding loans, reamortizations, refinances, leave‑of‑absence rules, military leave provisions, payroll vendor integration issues, mergers and acquisitions, loan offsets, default timing, cure periods, and loan treatment during plan changes or terminations. We’ll also cover correction paths and documentation best practices to minimize downstream reporting problems.

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