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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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| Webinars and Podcasts |
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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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