EBP1950. Distributions & Participants Loans - All the Updates You Need To Know

Track: 
Plan Design & Tax Compliance
Field of Study: 
Auditing
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Basic
Advanced Preparation: 
None

Tuesday, May 7, 2019
 
2:55PM-3:45PM

This session will focus on the tax compliance and auditing aspects, including plan design, related to participant loans and plan distributions.
Learning Objectives:

  • Recall new developments regarding coordination of hardship distributions and participant loans
  • Recall the effects of the Tax Cuts and Job Act of 2017 and the Bipartisan Budget Act of 2018 on distributions and loans
  • Recognize planning opportunities for both plan sponsors and participants


SESSION SPEAKER(S)

CPA, JD, LL.M.
Partner | Marks Paneth LLP
CPA
Principal | Johnson Lambert LLP
J.D., LL.M.
Managing Director | Deloitte Tax LLP