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| Status | Title | Date Recorded | Duration |
Open 
| 401(k) Plan Current Developments | 6/16/2009 | 100 |
Open
| 401(k) Testing Techniques | 2/24/2011 | 100 |
Open
| 403(b) Plan Corrections: Correcting Under the New EPCRS Procedure | 3/21/2013 | 100 |
Open
| 403(b) Plans for 401(k) Practitioners 2013 - A 3-part program | 2/26/2013 | 300 |
Open
| 403(b) Plans: New Pre-approved Plan Procedure and Sample Language | 4/16/2013 | 100 |
Open
| 403(b) Terminations, Transfers and Exchanges | 12/11/2008 | 100 |
Open
| 403(b) Terminations: What We Know and Want to Know | 3/16/2011 | 100 |
Open
| 403(b): The Burning Questions | 3/17/2010 | 100 |
Open
| 409A Forgiveness: Round 2 | 3/4/2010 | 100 |
Open
| 457(b) Plans for 401(k) Practitioners 2013 | 4/16/2013 | 100 |
Open
| 457(f) Plans - F is for Forfeiture (Archived Event) | 2/20/2007 | 100 |
Open
| A 401(k) Practitioner’s Guide to 457(b) Plans | 9/14/2010 | 100 |
Open
| A First Look at Approved 403(b) Prototypes | 5/27/2009 | 100 |
Open
| Aggregation Aggravation – Controlled groups in 2009 | 8/27/2009 | 100 |
Open
| Automatic Enrollment: ACA, EACA, and QACA requirements | 5/21/2013 | 100 |
Open
| Automatic Enrollment: QDIA, EACA, and QACA (Archived Event) | 11/28/2007 | 100 |
Open
| Automatic Enrollment: The Future Is Now | 3/31/2009 | 100 |
Open
| Bank On It! - New DOL Focus on Deferral Deposits (Archived Event) | 3/25/2008 | 100 |
Open
| Brokerage Accounts and 404a-5: Making Sense of the Rules | 8/9/2012 | 100 |
Open
| Cash Balance Plans for 401(k) Practitioners - A 3-part Program | 2/7/2012 | 300 |
Open
| Compensation - The Foundation Web Seminar (Archived Event) | 4/17/2007 | 100 |
Open
| Correcting Nonamenders: Restatement and Other Amendment Failures | 9/21/2010 | 100 |
Open
| Coverage - Basics and Beyond (Archived Event) | 3/9/2006 | 90 |
Open
| Cross-Tested and Safe Harbor 401(k) Plan Design | 12/17/2009 | 100 |
Open
| Cross-Tested Plans Workshop - A 3-part Web Seminar | 8/18/2009 | 300 |
Open
| Cross-Testing: Making the Most of Single-Member Groups | 11/24/2009 | 100 |
Open
| Death and the 401(k) Plan | 7/19/2012 | 100 |
Open
| Deferral Deposits: Deadlines, Corrections & Forms 5500/5330 | 4/23/2013 | 100 |
Open
| Defined Benefit Plans for DC Practitioners - A two-part program | 6/30/2009 | 200 |
Open
| Documented Confusion: Understanding Restatement Procedures | 2/26/2009 | 100 |
Open
| DOL and IRS Compliant Participant Notices | 11/30/2010 | 100 |
Open
| Earned Income: Computing Compensation for the Self-Employed, 2013 | 3/19/2013 | 100 |
Open
| EFAST 2: A New Decade in Plan Reporting | 1/26/2010 | 100 |
Open
| EFAST2 Troubleshooting | 8/17/2010 | 100 |
Open
| EFAST2: Amendments, Late Filings and Short Plan Years | 8/19/2010 | 100 |
Open
| Electronic Notices: Fee Disclosure and Beyond | 10/10/2012 | 100 |
Open
| Eligible 457 Plans in 2007 (Archived Event) | 1/30/2007 | 100 |
Open
| Employees in the Military: The New HEART Notice | 2/11/2010 | 100 |
Open
| EPCRS 2013: What's Changed? What's New? What Does It Mean? | 1/25/2013 | 100 |
Open
| ERISA Recapture Accts, Forfeiture Allocations & Lost Participants | 3/26/2013 | 100 |
Open
| ERPA Test Review Web Seminar - Part I, January 2013 | 1/2/2013 | 360 |
Open
| ERPA Test Review Web Seminar - Part II, January 2013 | 1/9/2013 | 360 |
Open
| Ethics with a Smile | 12/2/2009 | 100 |
Open
| Form 5500 for Welfare Plans: EFAST & EFAST2 - A Two-Part Program | 6/3/2009 | 200 |
Open
| Form 5500/EFAST2 for Welfare Plans 2012 - A Two-Part Program | 6/11/2012 | 200 |
Open
| Form 5500-SF – The Simplified Alternative to Form 5500 | 7/13/2010 | 100 |
Open
| Forms 5500 and 8955-SSA for 403(b) Plans - A two-part program | 6/14/2012 | 200 |
Open
| Fundamentals 01: Eligibility, Jan '13 | 1/7/2013 | 60 |
Open
| Good News on PTINs: What It Means and What’s Left | 1/18/2011 | 100 |
Open
| Government Plans: The Oddity of the Retirement Plan World-2 parts | 3/28/2012 | 200 |
Open
| In-Plan Roth Transfers: The New Wrinkle | 2/14/2013 | 100 |
Open
| IRS Form 5330: Line-by-Line | 4/4/2013 | 100 |
Open
| Issuing 1099-R Forms for New Distribution Types | 12/9/2010 | 100 |
Open
| Making and Taxing Corrective Distributions After PPA | 3/5/2009 | 100 |
Open
| Making the Most of In-Plan Roth Rollovers | 12/7/2010 | 100 |
Open
| Multiple Employer Plans: Aftermath of DOL Guidance | 6/26/2012 | 100 |
Open
| Multiple Employer Plans: Perils and Possibilities | 1/11/2011 | 100 |
Open
| New Options For Part-Timers-Best of Both Worlds Archived Event | 4/6/2006 | 75 |
Open
| Nondiscrimination Testing - Basics and Beyond Archived Event | 3/16/2006 | 90 |
Open
| Nonqualified Deferred Comp. Workshop: Code §§409A and 457(f) | 3/19/2013 | 300 |
Open
| Oh Say, Can You C: Making Sense of Schedule C | 6/12/2012 | 100 |
Open
| Participant Disclosures After FAB 2012-2: A Game Changer | 7/17/2012 | 100 |
Open
| Participant Fee Disclosure-The Third Time Is the Charm | 11/16/2010 | 100 |
Open
| Participant Troubles: Loans and Hardship Distributions | 4/7/2009 | 100 |
Open
| Plan Amendments: Procedures, Timing, Cutbacks & Other Issues | 4/2/2013 | 100 |
Open
| Plan Loans - Basics and Beyond (Archived Event) | 5/23/2006 | 90 |
Open
| Plan Troubles: Reductions, Terminations, and Valuations | 4/9/2009 | 100 |
Open
| Power Struggle - New Power of Attorney Rules for 2848 | 7/15/2010 | 60 |
Open
| Practical Guide to Plan Fee Disclosures: June 2012 Update | 6/18/2012 | 300 |
Open
| PTIN and Me: New Rules; New Duties; New Questions | 10/26/2010 | 100 |
Open
| Retirement, Termination, and Change (Archived Event) | 9/25/2007 | 100 |
Open
| Rollovers As Business Startups: Too Good To Be True? | 12/16/2008 | 100 |
Open
| Roth 2008: The Longer We Go, The More We Know | 6/19/2008 | 100 |
Open
| Safe Harbor 401(k) Plan Design | 10/16/2008 | 100 |
Open
| Safe Harbor Plan Workshop – A 3-part Web Seminar | 9/9/2009 | 300 |
Open
| Strategies for Cross-Tested Plans in EGTRRA Restatements | 11/13/2008 | 100 |
Open
| Testing 403(b) Plans in 2009 | 9/24/2009 | 200 |
Open
| Testing for Related Employers | 10/5/2012 | 100 |
Open
| The 409A Hammer Strikes: Are You Ready for 2009? | 12/9/2008 | 100 |
Open
| The Dirty Dozen: Fixing the Most Common 401(k) Blunders | 4/22/2008 | 100 |
Open
| The Final 415 Regulations: What You Need to Know Now (Archived) | 4/26/2007 | 100 |
Open
| The Fundamentals of Cross-Tested Plans 2013 - A 3-part program | 2/12/2013 | 300 |
Open
| The Ins and Outs of Benefits, Rights, and Features | 10/26/2012 | 100 |
Open
| The New 5500-EZ: At last! | 6/8/2010 | 100 |
Open
| The New Form 8955-SSA: Who, What, When, and How - July 2011 | 7/14/2011 | 100 |
Open
| The New Service Provider Fee Regs: The Wait Is Over | 8/10/2010 | 100 |
Open
| The Relius 403(b) Prototype: Making It Work for You | 10/1/2008 | 300 |
Open
| To Roth or Not to Roth | 10/21/2009 | 100 |
Open
| To Roth or Not to Roth 10/13/10 | 10/13/2010 | 100 |
Open
| To Roth or Not to Roth 2013 | 2/15/2013 | 100 |
Open
| Top Heavy - A Modern Perspective Archived Event | 3/16/2004 | 75 |
Open
| VCP Under EPCRS 2013: Step-by-Step | 3/28/2013 | 100 |
Open
| What You Don’t Know About HCEs, and Key Employees | 5/18/2009 | 100 |
Open
| You've Gotta Have HEART: New Pension Rules for Veterans | 7/17/2008 | 100 |
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