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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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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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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
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Participant Loans: The Fine PrintASPPA [American Society of Pension Professionals & Actuaries] |
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June 14, 2022 On-Demand Webinar |
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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:
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