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EBP1848
Distributions - All You Need to Know
Date
May 16, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2018
This session will focus on the tax compliance and auditing aspects related to participant loans and plan distributions including technical updates and programs related to missing participants. Plan loans, regular distributions, minimum distributions and hardship distributions will be discussed. We will also assess the implications for identified compliance and operational errors and actions to consider.
- Apply the related tax code and legislation to retirement plan distributions and plan loans.
- Determine the appropriate course of action related to operational errors involving distributions.
- Apply the related tax code and legislation to retirement plan distributions and plan loans.
- Determine the appropriate course of action related to operational errors involving distributions.
Speakers
Managing Director, Alvarez & Marsal
Kimberly A. Flett, CPA
Partner, ERISA & Tax Financial Services, Inc.
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