Participant Loans: The Fine Print

ASPPA [American Society of Pension Professionals & Actuaries]

 Participant loans have become a nearly standard feature in retirement plans, but loans touch on many different aspects of plan compliance and regulation.  From prohibited transactions to deemed distributions, loan offsets and more, the administration of participant loans is a complex task.  This seminar will provide an overview of the participant loan rules, along with in-depth discussion of common issues, traps, and areas of potential confusion.

Learning Objectives: 

1. Describe the options available in designing and administering participant loans     
2. Correctly report and address participant loan issues and defaults
3. Advise a client on avoiding prohibited transactions involving participant loans

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