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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2150 - How to Recognize an ERISA Prohibited Transaction When You See One

May 5, 2021 10:00am ‐ May 5, 2021 11:15am

Standard: $49.00


What does an ERISA prohibited transaction look like?  Learn what ERISA prohibits, which parties to watch; also, identify which transactions are not problematic at all (especially in a 401(k) context).   Finally, ROBS -- the rollover business start-ups. . . why they are a great source of financing for companies and don't implicate prohibited transactions.

Learning Objectives:
  • Identify the transactions ERISA and the Internal Revenue Code prohibit
  • Identify which parties to watch


Category: Concurrent Session Online

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