Prerequisite:This webcast is an intermediate continuing education webcast.
It is assumed the webcast participant has achieved the following related webcasts in advance of this webcast: Retirement Plan Management and Investment Risk Diversification Standards, Management and Investment Risk Diversification Indices, Prohibited Transaction Chinese Walls, Problematic Self-Directed Retirement Plan Activities, Changing ERISA's Disqualified Person Criterion, Got Your Assets Covered, Resolving the Passive Custodian Paradox
The movement toward retirement plan self-direction and increasing non-traditional plan asset composition represents promising opportunity for the nation's appraisers. Caution demands appraisal valuations counsel Section 4975 impounded management and investment risk diversification policy requirements. Deliberate ignorance regarding same culminates daunting liability exposure.
Syllabus
Lesson 1.
Introduction
Lesson 2.
Section 4975 Impounded Management and Investment Risk Diversification
Lesson 3.
The Five Deadly Sins and the Three Liabilities
Lesson 4.
Appraiser Liability Exposures
Lesson 5.
Improving Appraiser Practices
Lesson 6.
Conclusion
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].
