Common Prohibited Transactions

Wednesday, May 16, 2018 - 1:25pm2:40pm

This session will discuss how common transactions in the operation of an employee benefit plan can become a prohibited transaction. The speaker will briefly discuss the consequences of prohibited transactions, but this session is intended to teach the factual context that make the transaction subject to those excise taxes and reporting requirements. Learn how to prevent prohibited transactions and tricky areas that are often overlooked when reviewing a plan’s operation.

Knowledge Level:


Field of Study:

Session Type:

CPE Credit: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Lyssa Hall JD, LLM, Director, Office of Exemption Determinations, U.S. Department of Labor (EBSA), Washington, District of Columbia 41, 53, 204
Bruce McNeil Esq., Partner, Wager Law Group, Boston, Massachusetts 41