Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Fundamentals of Qualified Retirement Plans (2024) Session 1
Recorded:
January 11, 2024
Fundamentals of Qualified Retirement Plans (2024) Session 2
Recorded:
January 25, 2024
Fundamentals of Qualified Retirement Plans (2024) Session 3
Recorded:
February 8, 2024
Fundamentals of Qualified Retirement Plans (2024) Session 4
Recorded:
February 22, 2024
Fundamentals of Qualified Retirement Plans (2024) Session 5
Recorded:
March 21, 2024
Long-Term Part-Time Employees - Where Do We Stand?
Recorded:
April 10, 2024
Plan Design and Compliance Testing Issues for Controlled Groups
Recorded:
May 15, 2024
SECURE 2.0 - Latest Issues and Guidance
June 6, 2024
Compensation in Qualified Plans
July 11, 2024
Participant Disclosures and Notices
August 8, 2024
Keep it simple, Sam!- Designing Retirement Plans that Work!
September 12, 2024
Current Developments (2024)
November 7, 2024
Ethics (2024)
December 5, 2024
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Course
Presenter(s)
Date
DB Full Admin Cycle in 60 Minutes
Devin Schmelzer
Recorded:
January 16, 2024
2023 Form 5500 Update
Marsha Richardson
Recorded:
April 16, 2024
Spring 2024 ASC System Release
Ruth Flad and Valerie Lopez
Scheduled:
June 18, 2024
Secure 2.0 Compliance System Updates - Part II
John Connors and Christina Hollingsworth
Scheduled:
July 16, 2024
DB Top Tips
Valerie Lopez, and Devin Schmelzer
Scheduled:
August 20, 2024
PensionPal Top Tips
Randy Bryan
Scheduled:
September 10, 2024
CATTS Back to Basics
Mona Wilkinson
Scheduled:
September 17, 2024
Plan Sponsor Connect
Carlos Carrero
Scheduled:
September 24, 2024
Using the Variable List, Export and Edit Wizards
Brad Watson
Scheduled:
October 29, 2024
Fall 2024 ASC System Release
Ruth Flad and Valerie Lopez
Scheduled:
November 19, 2024
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