Delay issues can start from day one.
Participants borrow from their 401(k) plans and make payments back through their payroll deductions. While these loans comply with IRS requirements they can get caught up in something as simple as human error and lack of communication. This white paper reviews mistakes that are made and how to avoid them.
Agenda
Faculty
Roberta P. Granadier
Dickinson Wright PLLC
Ms. Granadier practices in the area of employee benefits law. She has extensive experience with benefits issues in corporate transactions, executive compensation, medical benefits, and public retirement plans. Her practice includes retirement and compensation planning, consulting and design of qualified and nonqualified plans, stock option and equity-based programs and compliance initiatives regarding fiduciary best practices and internal plan audits. Ms. Granadier has assisted numerous ESOP-owned companies with design, compliance, disclosure and governance issues as well as coordinating IRS approval for ESOPs. Her practice also includes consulting and drafting regarding QDROs, QSLOBs, IRAs, cafeteria plans, health insurance issues, employment agreements, severance arrangements, golden parachutes, COBRA, wellness programs, and HIPAA compliance.
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