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Course
Presenter(s)
Date
2018 Form 5500 Update
Marsha Richardson
Recorded:
April 30, 2019
401(a)(4) Testing for DB and DC/DB Plans - Basic
Kathy Schroeder
Recorded:
May 7, 2019
401(a)(4) Testing for DB and DC/DB Plans - Advanced
Kathy Schroeder and Devin Schmelzer
Recorded:
May 21, 2019
Spring 2019 ASC System Release
Christina Hollingsworth, Bob Long, Valerie Lopez
Recorded:
June 11, 2019
CATTS Top Tips
Mona Wilkinson
Recorded:
June 25, 2019
Off-Calendar Year Testing and ADP/ACP Projections
John Connors and Christina Hollingsworth
Recorded:
July 16, 2019
PensionPal – Organize for success!
Mary-Beth Smith
Recorded:
August 21, 2019
Gemini Enhancements
Bob Long
Recorded:
September 24, 2019
Fall 2019 ASC System Release
Ruth Flad and Valerie Lopez
Recorded:
November 12, 2019
Coding and Valuing Cash Balance Plans
Valerie Lopez
Recorded:
November 19, 2019
PensionPal - Top Tips
Randy Bryan
Recorded:
December 3, 2019
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Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Webcast Series: Fundamentals of Qualified Retirement Plans
February 20, 2020
March 19, 2020
April 2, 2020
Fixing Plan Operational Failures!
February 6, 2020
Managing MEPs
June 11, 2020
Automatic Enrollment Plans - Design & Administrative Challenges
July 9, 2020
Compensation - Getting it Right!
August 6, 2020
Cycle 3 Restatements & Nonamender Plans
August 20, 2020
Cycle 3 Restatements on DGEM (free)
September 10, 2020
Mergers & Acquisitions
October 15, 2020
Current Developments (2020)
November 12, 2020
Ethics for Employee Benefit Practitioners (2020)
December 3, 2020
Click here today to register for continuing education webcasts!