Available until August 15, 2024
Speaker: Shannon Edwards, ERPA, CPC, QPA, QKC, QKA, President, TriStar Pension Consulting
Moderator: Megan Crawford, ERPA, QPA, Member, Williams Benefit Consulting, LLC
Description: This webcast will provide an overview of the rules that govern participant loans. Topics covered include information about maximum and minimum loan calculation, what constitutes an acceptable interest rate, and what happens to loans upon termination. The webcast will also cover what happens when a loan needs to be refinanced or when a loan goes into default.
Learning Objectives:
- Understand the rules that govern loans
- Learn what the limits are for participant loans
- Learn what happens when a loan needs to be refinanced
- Learn what happens when a loan needs to be refinanced
- Learn what happens when a loan goes into default
Registration Links:
On-Demand Webcast is Available Until: August 15, 2024
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (Live): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA
Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Non-Core, 2 ERPA
About the Speaker: Shannon and her husband of more than 30 years have three children, two daughters-in-law, and their first granddaughter, Charlotte Hazel. When she is not working to empower participants to be able to retire on their own terms, Shannon enjoys spending time with her family in the mountains, on the golf course, and on the beach. One of Shannon’s hidden talents is the ability to skin and breast a duck in under five minutes. Shannon volunteers and fundraises for several local non-profits in Oklahoma such as Make A Wish Oklahoma, Infant Crisis Services and Cleats 4 Kids. Shannon has been in the retirement plan industry for over 30 years. She founded TriStar Pension Consulting more than 20 years ago. Shannon has been a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA) for over 25 years. She has served on and currently serves on many ASPPA and ARA committees. She has served on the ARA Board of Directors and is currently serving on the ASPPA Leadership Council as well as the ARA Council for Women. In addition to ASPPA, Shannon is also an Enrolled Retirement Plan Agent.
Megan Crawford, ERPA, QPA is a partner at Williams Benefit Consulting, LLC in Quincy Illinois. She has been practicing in the retirement area for 15 years and is known for helping, educating, and supporting clients and their employees as they plan for retirement. Megan is a member of ASPPA and is currently serving on the Plan Consultant Magazine Committee as well as the ASPPA Spring National Conference committee. Outside of the office, Megan enjoys spending time with her husband and two kids. She is also passionate about fundraising for the St. Jude Children’s Research Hospital.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your 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 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. 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.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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? Please reach out to our Customer Care team [email protected]