Plan Loans Training & Certification Program

This course provides an overview of the rules that apply to participant loans under qualified plans (including 403(b) plans).

It will help you understand these rules, and includes numerous tips, examples, and procedural recommendations that are interspersed with interactive Q and A sessions to help you learn quickly and easily. And it's "Bookmark" feature also lets you learn at your own pace, and gives you the ability to review previously completed material.

This course is sold as an annual subscription that gives you one full year's access to content, FREE updates, a "Fundmentals of Plan Loans" certificate, and two hours of of SHRM and HRCI re-certification credits! The annual renewal of only $99 gains you continued access to content, updates, and a new certificate!

Upon completion of this course, you will be able to:

• Identify the purposes for which a participant loan may be made
• Determine the maximum loan amount
• Describe how to apply loan repayments
• Identify the requirements that must be satisfied in order for a participant loan to avoid being a prohibited transaction
• Identify the requirements that must be satisfied in order for a participant loan to avoid being treated as a taxable distribution
• Describe the deemed distribution rules
• Describe various participant loan issues and how to correct them

Certifications / CE Credits / Awards

Earn A "Plan Loans Administrator Training Certificate"

Earn 2 Hours Of SHRM Or HRCI Re-Certification Credits

Recipient Of The ASTD "Excellence In Design" Award

In addition to excellent training, each student - and his or her manager - can see any incorrectly answered exam questions, so these courses also are great for Third Party Administrators, Benefit Department Managers, or CFOs who seek satisfaction knowing that their administrators are properly trained and up to date on all required compliance issues! We even offer a "Certified TPA Program" for Third Party Administrators!

Additional benefits include:

• Standardized training from a trusted third-party allows you to provide consistent training to your employees
• Time and cost savings from having to train your staff internally
• Free Management Interface that lets managers view employee progress, test scores, and any incorrectly answered test questions, which is great for remedial training!
• Employee recognition through "Certified Administrator" certificates

Your Plan Loans Training & Certification Program costs only $799 for a single user. We also offer discounts for purchasing training for multiple employees or administrators.