IRS.gov
Tax Exempt & Government Entities Division
Retirement Plan Loans to Participants
hands holding money, glasses on an open book, fingers on a calculator
Playout date:

March 26, 2015
2 p.m. Eastern Time
1 p.m. Central Time
12 p.m. Mountain Time
11 a.m. Pacific Time

IRS Presenter:
Anita M. Bower, Tax Law Specialist, Communications & Liaison
Charlotte Bartelt, Employee Plans Senior Reviewer, IRS office of Employee Plans
Learn about:
  • What type of plans can make loans to participants
  • What are the conditions a plan must follow to make loans
  • What are the required terms of a plan loan
  • How plan loans may be taxable under IRC Section 72(p)
  • When plan loans violate the prohibited transaction rules of IRC Section 4975
  • How to fix plan errors involving loans
To receive one hour Continuing Education Credit you must attend at least 50 minutes of the presentation.

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