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ASPPA Webcast: Participant Loans from A to Z

ASPPA Webcast: Participant Loans from A to Z
Available Until July 12, 2017 

Speaker: Robert M. Kaplan, CPC, QPA, CFP, APA, National Training Consultant, Voya Financial

IRS Program Number: CZTXU-Q-00641-16-O

Webcast Outline: Click Here.

   

Description: 
This interactive webcast will not only review the requirements for a loan to satisfy both the IRS and DOL regulations, but will also review when loans are in default and the tax consequences, how to refinance loans under the terms of the plan; documentation that the Plan Administrator will need to process a loan; how to administer loans when a participant declares bankruptcy; the considerations when selecting an interest rate that will be applied to the loan; and the limits on the amount of a loan that can be taken and the duration of the repayment period.

Key Takeaways:
1. Determine the limitations on amounts of participant loan and repayment timing
2. Assess the consequences of a defaulted loan including deemed distributions and account offsets
3. Discover how to refinance a participant load

Registration Deadlines: 
Live: 7/12/2016
On-Demand: 7/12/2017

CE Credit: 2 ARA 2 ERPA, 2 JBEA Noncore

About the Speaker:

Bob Kaplan is the VP, National Training Consultant for Voya Financial. His responsibilities include web-based and onsite training for members of the TPA and Financial Advisor community as well as Voya personnel. He has over 35 years of experience in retirement plan services, including plan design, administration, sales, and consulting; and has provided testimony before the Treasury Department on 401(k) and other retirement plan issues. Bob is a member of the American Retirement Association’s Leadership Council and co-chair of our Government Affairs Committee.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]