Show Me the Money Loans and Distributions

2022 Definiti Academy
Plan Sponsor Track

Retirement plan money is held in a trust account, which operates a little differently than a bank account. We’ll review the details you and your participants need to know about loans, withdrawals and distributions.

Anna Kuykendall
Manager, Defined Contributions

Additional Resources

ERISA Connection: Proposed Regulations on Required Minimum Distributions

Published On: November 9th, 2022Categories: Definiti Academy, Plan Sponsor Track, Webinar

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