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Do you already know the basics of 401(k) plans, and want to move on to the nitty gritty? There are so many rules, that it is impossible even for a very experienced practitioner to remember them all. Each installment in this series will present a one-hour focused look at a single topic affecting 401(k) plans and provide the information practitioners need to know to be sure they are fully assisting the companies and participants they serve. You can brush up on a single topic, or view the whole set, either as a live seminar, where you can ask questions, or as an archived presentation on your own schedule. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:
401(k) Plans: Beyond the Basics Web Series
401(k) Beyond the Basics 14: Participant Loans: The Fine Print
Handling plan loans is one of the least enjoyable aspects of retirement plan practice. But it remains an important part. Many employees want to be able to borrow from their accounts, and that often includes the owners. Plan loans impact plans in many ways: prohibited transaction rules, deemed distribution rules, joint and survivor rules, plan asset rules, and more. There's a lot to keep track of just to let a participant have temporary access to his or her funds. Topics include:
There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the qualified plan requirements, and a minimum of two years of experience in dealing with qualified plans.
Level: IntermediateInstructional Delivery Method: Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.
Objectives: After the program, attendees should be able to:
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