Concurrent Session Online
EBP2150. How to Recognize an ERISA Prohibited Transaction When You See One
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
Date/Time
May 5
1:00 PM–2:15 PM
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None