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Course
Presenter(s)
Date
2018 Form 5500 Update
Marsha Richardson
Scheduled:
April 30, 2019
401(a)(4) Testing for DB and DC/DB Plans - Basic
Kathy Schroeder
Scheduled:
May 7, 2019
401(a)(4) Testing for DB and DC/DB Plans - Advanced
Kathy Schroeder and Devin Schmelzer
Scheduled:
May 21, 2019
Spring 2019 ASC System Release
Christina Hollingsworth, Bob Long, Valerie Lopez
Scheduled:
June 11, 2019
CATTS Top Tips
Mona Wilkinson
Scheduled:
June 25, 2019
Compliance - OffCalendar - 402g - Catchups - Projections
John Connors and Christina Hollingsworth
Scheduled:
July 16, 2019
DB Top Tips
Valerie Lopez, Kathy Schroeder, Devin Schmelzer
Scheduled:
August 6, 2019
Gemini Enhancements
Bob Long
Scheduled:
September 24, 2019
Fall 2019 ASC System Release
Ruth Flad and Valerie Lopez
Scheduled:
November 12, 2019
Coding and Valuing Cash Balance Plans
Valerie Lopez, Kathy Schroeder, Devin Schmelzer
Scheduled:
November 19, 2019
PensionPal - Top Tips
Randy Bryan
Scheduled:
December 3, 2019
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Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
ERISA 403(b) Plans vs. Non-ERISA 403(b) Plans
May 16, 2019
Plan Design and Compliance Testing Issues for Controlled Groups
June 6, 2019
Special Qualified Plan Rules for Churches and Governmental Entities
July 11, 2019
Hardship Withdrawals from 401(k), 403(b) and 457(b) Plans
August 8, 2019
Administrative Challenges of Dealing with Participant Deaths
September 5, 2019
Military Benefits under Qualified Plans
September 19, 2019
457(b) Plans for Tax Exempt and Governmental Entities
October 3, 2019
Current Developments
November 7, 2019
Ethics for Employee Benefit Practitioners
December 12, 2019
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