EBP2432. Prohibited Transactions

This session will explore ERISA's rules related to party in interest transactions that are both permissible and prohibited. This session will equip attendees with the knowledge and tools needed to identify, prevent, and address prohibited transactions when working with ERISA qualified employee benefit plans.

Learning Objectives:

• Recognize the different constituents serving employee benefit plans and the nature of a plan's transactions with these constituents.
• Evaluate various transactions executed by ERISA plans to determine the permissible party in interest transactions.
• Assess potential corrections when prohibited transactions are identified.