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When adding or changing loan provisions to a plan document, why does the checklist ask so many questions? It doesn’t matter which plan document provider you use to create your plan documents, the questions in the checklist for adding or changing loan provisions are almost the same. Why is that, and what do those questions mean? In this live web seminar, we discuss each question asked in a typical checklist, including what the meaning and regulatory guidance is behind each of those questions, what the available options are as permitted by the IRS and DOL, and what, if any, corrections are available through the IRS’ EPCRS system and Rev. Proc. 2008-50 for the loan provision created by answering each question when creating the plan document’s loan provisions. This seminar is 50 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit.
Email any questions which you would like to have addressed during this live web seminar to seminars@erisafile.com.
Registration Information
Payment Information
This seminar is $50 for each individual to attend. Group packages are available
through our All Seminar Package and Consulting Support Agreement package.
Payment can be made by check or by credit card.
Payment information can be obtained when we contact you for confirmation of your registration, or you
can pay by credit card after registering.
Cancellation Information
Registration can be cancelled for a full refund if cancellation is received by 5 days before the webinar.
Refunds will not be made if cancellation is made within 5 days of the date of the webinar.
Satisfaction Guaranteed:
If you are not completely satisfied with this live web seminar, we will provide you with a credit
toward attending another live web seminar sponsored by Erisafile.
Please contact us at sales@erisafile.com with your comments, suggestions, or complaints.
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