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The Participant Loan Conundrum
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 Export to Your Calendar 5/2/2017
When: Tuesday, May 2, 2017
11:00 A.M. - 11:50 P.M. CT
Where: United States
Contact: 11:00 A.M. - 11:50 P.M. CT
(800) 999-6472


Online registration is available until: 5/2/2017
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The Participant Loan Conundrum
Presented by: David Schultz, J.D., APM, Attorney and Educator at Sungard Relius
Presentation Date: Tuesday, May 2, 2017
Presentation Time: 11:00 A.M. – 11:50 A.M. CT
Continuing Education Credits: 1 NIPA CPE; 1 ERPA CPE 


Description: Handling participant loans is one of the least enjoyable aspects of retirement plan practice, but it remains an important and unavoidable part. Many employees and owners want to be able to borrow from their accounts, and the process is fraught with risks. Participant 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. This NIPA webcast will cover the basic requirements pertaining to participant loans, and will highlight areas of particular concern to plan administrators and participants.


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