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Course
Presenter(s)
Date
415 Calculations for DB
Valerie Lopez, Devin Schmelzer and Caroline Khachaturian
Recorded:
January 11, 2022
2021 Form 5500 Update
Marsha Richardson
Recorded:
April 26, 2022
Spring 2022 ASC System Release
Ruth Flad and Valerie Lopez
Recorded:
June 14, 2022
DC/401(k) for Beginners
Carlos Carrero
Recorded:
July 26, 2022
DB Top Tips
Valerie Lopez, Devin Schmelzer, and Caroline Khachaturian
Scheduled:
August 9, 2022
Compliance - MEPs
John Connors and Christina Hollingsworth
Scheduled:
August 16, 2022
PensionPal 2022 Tips
Randy Bryan
Scheduled:
September 13, 2022
CATTS Top Tips
Mona Wilkinson
Scheduled:
September 20, 2022
Fall 2022 ASC System Release
Ruth Flad and Valerie Lopez
Scheduled:
November 15, 2022
Using the Variable Import wizard
Brad Watson
Scheduled:
December 6, 2022
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Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Eligibility & Plan Design
August 11, 2022
Distributions and Forfeitures
September 15, 2022
Current Developments (2022)
November 10, 2022
Ethics (2022)
December 8, 2022
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