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Phone Forums and Webinars - Retirement Plans

Free phone forums and webinars featuring IRS employees discussing retirement plan topics. 

Upcoming Webinars

Retirement Plan Loans to Participants – March 26, 2015

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

Please send us your general questions by March 20, 2015.

Register and you’ll receive a confirmation e-mail.

Time: 2:00 p.m. Eastern

Duration: 60 minutes

Continuing Education (CE) Credits

  • Enrolled Retirement Plan Agents may earn CE credit for attending at least 50 minutes of each presentation. Presentations are intended to meet the CE requirements for Enrolled Agents and Enrolled Actuaries, but the final decision rests with the Enrolled Agent Policy and Management and the Joint Board for the Enrollment of Actuaries, respectively. Other professional groups should consult with their licensing agencies regarding CE credit.
  • Participants must register individually to receive CE credit.
  • To receive CE credit, participants must establish attendance and the length of time attending the presentation by using an individual phone line and their own assigned User ID for phone forums, and their own Web login for webinars.
  • A Certificate of Completion will be emailed to the participants who meet the attendance requirement about a week after the presentation.

If you have question(s), please contact us at

Recently Held Presentations

Visit these IRS Video Portals and access prior presentations:

To find PDF files for the presentation materials, select the program you wish to view and launch it using either Flash or Windows Media.


Page Last Reviewed or Updated: 17-Mar-2015