Learn & Earn Continuing Education Credits
With John Griffin, J.D., LL.M.
Course
Date
Fundamentals of Qualified Retirement Plans, Session 1
Recorded:
January 8, 2026
Fundamentals of Qualified Retirement Plans, Session 2
Recorded:
January 22, 2026
Fundamentals of Qualified Retirement Plans, Session 3
Recorded:
February 5, 2026
Fundamentals of Qualified Retirement Plans, Session 4
Scheduled:
February 19, 2026
Fundamentals of Qualified Retirement Plans, Session 5
Scheduled:
March 19, 2026
When Participants Die
Scheduled:
April 23, 2026
Govt. Plans under Code 457(b), 403(b), 401(a) & 401(k):
Similarities & Differences
Scheduled:
May 14, 2026
Compensation under Qualified Retirement Plans
Scheduled:
July 16, 2026
Church Plans
Scheduled:
August 20, 2026
Mandatory Roth Catch-up Guidance -
What you Need to Know for 2027
Scheduled:
September 17, 2026
Cycle 4 Restatements & Nonamender plans (Free)
Scheduled:
October 6, 2026
Cycle 4 Restatements in DGEM (Free-No CE)
Scheduled:
October 8, 2026
Current Developments (2026)
Scheduled:
November 5, 2026
Ethics (2026)
Scheduled:
December 3, 2026
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Course
Presenter(s)
Date
2025 Form 5500 Update
Marsha Richardson
Scheduled:
April 21, 2026
Grids and Formulas
Brad Watson
Scheduled:
May 12, 2026
DC/401(k) Takeover Top Tips
Melissa Lord-Komons
Scheduled:
June 23, 2026
Multi-decrement Valuations
Valerie Lopez and Devin Schmelzer
Scheduled:
August 4, 2026
PensionPal Tips
Randy Bryan
Scheduled:
September 8, 2026
PSC-CATTS Top Tips
Randy Bryan and Carlos Carrero
Scheduled:
September 22, 2026
ASC Valuation Release Enhancements
Ruth Flad and Valerie Lopez
Scheduled:
October 27, 2026
DB Top Tips
Valerie Lopez and Devin Schmelzer
Scheduled:
December 15, 2026
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