Presentation

Plan Sponsor Basics: Plan Loan Administration

June 20, 2012

On June 20, 2012, Morgan Lewis presented the fifth installment of our Plan Sponsor Basics webinar series, which considered the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

This webinar focused on plan loan administration. Topics included:

  • Overview of loan rules and requirements
  • Loan administration for paid/unpaid leaves of absence
  • Loans during mergers and acquisitions
  • Common administrative errors and corrections