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Employee Benefit Plans Conference 2019

EBP1930 - Anti-Assignment Rules - Procedures, Legal and Tax Issues


May 7, 2019 9:15am ‐ May 7, 2019 10:30am


Standard: $49.00

Description

This session will cover the anti-assignment rules of the Code and ERISA. The session will also address the various exceptions to the anti-assignment rules, including qualified domestic relations orders; loans; assignments; tax levies; embezzlement; slayer statutes; qualified waivers; bankruptcy; and penalties.

  • Identify Plan Administrator responsibilities under anti-assignment rules.
  • Identify common QDRO pitfalls.
  • Identify common loan strategies, including bridge loans.
  • Identify uses of qualified waivers and challenges with assignments.

Speaker(s):

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