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Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks

  • Wednesday, November 13, 2013
  • 11:30 AM - 1:00 PM
  • Capital Group, 6455 Irvine Center Drive, Irvine, CA 92618
  • 0


  • You may register additional employees of your company at the member rate. Please use the guest registration field.

Registration is closed

We have reached capacity for this event.  If you would like to be added to a wait-list in case of cancellations, please call (949) 472-4148 or send an email to  Thank you!


  • If Mark has a $42,000 loan outstanding, how much can he borrow to take a vacation this winter?
  • You're handling a plan conversion and discover Katie has an outstanding loan balance of $63,420.  What should you do?
  • Harry took a hardship withdrawal.  Should his loan repayments be suspended for 6 months?

Think you know the answers?  Join us for a quick review of the loan rules for qualified plans to find out.

Un-cashed checks are the Billion Dollar Question.  It is estimated there are over one billion dollars of un-cashed checks in qualified plans.  Why are there so many un-cashed checks?  What should be done with un-cashed checks and who should be taking care of this problem?  Join us to learn how this problem has developed, what should be done to take care of these checks and how to avoid the problem in the future.

Our speakers will be:

Deborah Kusmierz, CEBS, with the Capital Group

Tom Drosky, with PenChecks, Inc.

This Technical Lunch Forum will be held in the offices of the Capital Group Companies.  Check-in is open from 11:30 to 11:45 a.m.  Please arrive on time, as our program will begin promptly at 11:45 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

The reservation deadline for this event is Friday, November 8. 

Continuing Education:
1 CE for ASPPA certifications
1 CPE for CEBS
1 hour for CFP
1.5 hours for CPA (California)
1.25 hours for MCLE (California)
1 CE for NIPA certifications
1.5 hours for general credit

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter.  In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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