Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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New Tax Law Enhances Participant Loan Rollovers
Jackson Lewis P.C. [Guidance Overview] Jan. 3, 2018
"[A] qualifying participant who desires to defer taxes on the maximum amount of distributions by rolling over all of his or her distributed account in a plan ... will now have significantly more time to accumulate from other sources an amount equal to the accrued and outstanding unpaid principal and interest on any plan loan that was earlier extended to him or her and treated as an offset and then pay and roll over such amount to another qualifying plan or IRA."
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