Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Fundamentals of Qualified Retirement Plans for 2022 Session 2
January 20, 2022
Fundamentals of Qualified Retirement Plans for 2022 Session 3
February 3, 2022
Fundamentals of Qualified Retirement Plans for 2022 Session 4
February 24, 2022
Fundamentals of Qualified Retirement Plans for 2022 Session 5
March 24, 2022
Fiduciary Update
April 28, 2022
Master the Rules for Short and Off-Calendar Year Plans
May 26, 2022
457(b) Governmental and Tax-Exempt Plans Update
June 16, 2022
Prevent Protected Benefits "Gotchas"
July 14, 2022
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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Course
Presenter(s)
Date
2020 Form 5500 Update
Marsha Richardson
Recorded:
April 27, 2021
Grids and Formulas
Brad Watson
Recorded:
May 25, 2021
Spring 2021 ASC System Release
Ruth Flad and Valerie Lopez
Recorded:
June 8, 2021
Back to Basics-Budget Edition
John Connors and Christina Hollingsworth
Recorded:
July 20, 2021
DB Top Tips
Valerie Lopez, Devin Schmelzer, and Caroline Khachaturian
Recorded:
August 10, 2021
PensionPal 2021 Tips
Randy Bryan
Recorded:
September 14, 2021
CATTS Communicating through CATTs and other Top Tips
Mona Wilkinson
Recorded:
October 5, 2021
Fall 2021 ASC System Release
Ruth Flad
Recorded:
November 16, 2021
Working with Loans and Disbursements
Carlos Carerro
Recorded:
December 7, 2021
415 Calculations for DB
Valerie Lopez, Devin Schmelzer, and Caroline Khachaturian
Recorded:
January 11, 2022
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