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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2148 - Successful Strategies for How to Get Money Out of a Plan

May 5, 2021 7:30am ‐ May 5, 2021 8:45am

Standard: $49.00


During this session we will provide an in-depth look at retirement plan loans and distributions including the tax ramifications, the documentation a plan sponsor must retain, and common distribution errors found in practice. We will also discuss technical updates affecting plan loans and distributions.

Learning Objectives:
  • Recognize the various types of retirement plan distributions and analyze the tax ramifications
  • Identify the records that plan sponsors should maintain and understand the rules for locating missing participants
  • Explore the effects of recent legislation, including the SECURE Act and CARES Act, on retirement plan distributions
  • Recognize common distribution errors and how to respond


Category: Concurrent Session Online

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