Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Current Developments
November 7, 2019
Ethics for Employee Benefit Practitioners
December 12, 2019
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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
Valerie Lopez, Kathy Schroeder, 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
Scheduled:
November 12, 2019
Coding and Valuing Cash Balance
Valerie Lopez, Kathy Schroeder, Devin Schmelzer
Scheduled:
November 19, 2019
PensionPal - Top Tips
Randy Bryan
Scheduled:
December 3, 2019
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