Plan Loans Training & Certification Program

Online Course: ID# 1003394
About This Course:
Understand The Requirements For Making And Administering Plan Loans

This course provides an overview of the rules that apply to participant loans under qualified plans (including 403(b) plans).

It will help you understand these rules, and includes numerous tips, examples, and procedural recommendations that are interspersed with interactive Q and A sessions to help your learn quickly and easily. And its "Bookmark" feature also lets you learn at your own pace, and gives you the ability to review previously completed material.What You'll Learn:Upon completion of this course, you will be able to:

  • Identify the purposes for which a participant loan may be made
  • Determine the maximum loan amount
  • Describe how to apply loan repayments
  • Identify the requirements that must be satisfied in order for a participant loan to avoid being a prohibited transaction
  • Identify the requirements that must be satisfied in order for a participant loan to avoid being treated as a taxable distribution
  • Describe the deemed distribution rules
  • Describe various participant loan issues and how to correct them
About The Plan Loans Training &Certification Program

This course is sold as an annual subscription with four components: the training course itself; access to all training materials as a resource for one full year; free updates whenever the laws change, and; a Certified Administrator designation. Access to resource materials, free updates, and a new Certificate are available for subsequent years for a low renewal fee of $99 per year.
Plan Loans Training & Certification Program
Price: $499.00
Qty: 2 - Qty: 5
Qty: 6 - Qty: 10
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