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
Controlled Groups
Charles Lockwood J.D., LL.M.
January 8, 2015
Basics of 401(k) Plans, 1 of 3
John Griffin J.D., LL.M.
January 15, 2015
Basics of 401(k) Plans, 2 of 3
John Griffin J.D., LL.M.
January 29, 2015
Coverage
Charles Lockwood J.D., LL.M.
February 5, 2015
Basics of 401(k) Plans, 3 of 3
John Griffin J.D., LL.M.
February 12, 2015
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