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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
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
Special Qualified Plan Rules for Churches and Governmental Entities
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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