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Employee Benefit Plans Conference 2019


EBP1950 - Distributions & Participants Loans - All the Updates You Need To Know


May 7, 2019 2:55pm ‐ May 7, 2019 3:45pm

Description

This session will focus on the tax compliance and auditing aspects, including plan design, related to participant loans and plan distributions.

  • Recall new developments regarding coordination of hardship distributions and participant loans.
  • Recall the effects of the Tax Cuts and Job Act of 2017 and the Bipartisan Budget Act of 2018 on distributions and loans.
  • Recognize planning opportunities for both plan sponsors and participants.

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