| Description |
Understanding participant loans rules will help clients avoid prohibited transactions and prevent adverse consequences to the participant and the employer. This session will provide the foundation for understanding and working with participant loans.
Topics covered, but not limited to:
General loan rules
Limitations on loans
Collateral
Repayment periods
Loan interest rates
Deemed distributions
Loan offsets
Loans for activated Military Reservists
This module can also be combined at a discounted rate with 8 other modules as part of a package of Back-to-Basics: 401(k) Plans. Click here for details and discounted pricing.
All Back-to-Basics Series modules will be presented by Bill Grossman, QPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Websitewww.mhco.com.
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| Fee |
$249.00 per computer (multiple attendees can view from one computer) |
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| Course Level |
Basic |
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| Prerequisite |
None |
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| CPE Credit |
You may be eligible for 2 CPE credits |
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Who Should Attend? |
Retirement Plan Professionals |
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| Duration |
100 minutes |
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| Administrative Policy |
Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints.
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| Cancellation Policy |
Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar. |
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