Client Support Center (CSC)
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Course
Presenter(s)
Date
SEI Calculations using ASC's Budget Module
Ruth Flad
Recorded:
March 25, 2014
DGEM 5500 & 8955 SSA Update
Laura Houston
Recorded:
April 29, 2014
Daily Valuation Top Tips
Bob Long & Tom Lusby
Recorded:
May 20, 2014
ASC Valuation System Spring Release
Sheryl Stucky, Bob Long & Diane Storm
Recorded:
June 10, 2014
Defined Benefit System and 415 Calculations Plus
Judy Stevens
Recorded:
July 17, 2014
Defined Benefit System Top Tips
Valerie Lopez
Recorded:
August 19, 2014
DC Plan Processing Steps for Investment Provider Plans
Brad Watson
Recorded:
September 16, 2014
Gemini Plan Sponsor Updates
Bob Long
Recorded:
October 6, 2014
ASC Valuation System Fall Release
Sheryl Stucky, Bob Long & Diane Storm
Recorded:
November 6, 2014
ASC Valuation Integration with our 5500s, Document and Client Task Tracking System
Sheryl Stucky & Mona Wilkinson
Recorded:
November 18, 2014
Cross-testing: Budget Design and 401(a)(4) Testing
John Connors
Recorded:
December 9, 2014
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Learn & Earn Continuing Education Credits
Course
Presenter
Date
403(b) Plans
John Griffin J.D., LL.M.
March 19, 2015
457(b) Plans for Governmental Entities
John Griffin J.D., LL.M.
March 31, 2015
457(b) Plans for Tax Exempt Entities
John Griffin J.D., LL.M.
April 23, 2015
Current Developments
John Griffin J.D., LL.M.
November 12, 2015
Ethics
John Griffin J.D., LL.M.
December 3, 2015
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