Seminar Web Archives

All Seminars Are Pension except where indicated by S for Self-Funded

Sorted By: Title
TitleRecordedDuration
2008 Form 1099-R Preparation: Roth, PPA, and HEART - Oh My!1/6/2009100 Minutes
403(b) Terminations, Transfers and Exchanges 12/11/2008100 Minutes
403(b) Written Plans and How They Affect Existing Contracts1/29/2008100 Minutes
457(f) Plans - F is for Forfeiture 2/20/2007100 Minutes
A First Look at Approved 403(b) Prototypes5/27/2009100 Minutes
Automatic Enrollment: QDIA, EACA, and QACA 11/28/2007100 Minutes
Automatic Enrollment: The Future Is Now3/31/2009100 Minutes
Bank On It! - New DOL Focus on Deferral Deposits 3/25/2008100 Minutes
Catch-Up Contributions - Basics and Beyond 4/25/200690 Minutes
Compensation - The Foundation Web Seminar 4/17/2007100 Minutes
Coverage - Basics and Beyond 3/9/200690 Minutes
Cross-Tested Plans - Basics & Beyond 3/30/2006100 Minutes
Current Events in Nonqualified Plans2/26/2008100 Minutes
Documented Confusion II: IRS Rewrites 6-Yr Cycle Rules 7/17/2007100 Minutes
Documented Confusion: Understanding Restatement Procedures2/26/2009100 Minutes
Earned Income -- Basics and Beyond 2/27/2007100 Minutes
Earned Income: Computing Compensation for the Self-employed2/24/2009100 Minutes
Eligible 457 Plans in 2007 1/30/2007100 Minutes
EPCRS 2008: A New Look9/23/2008100 Minutes
ERPA Test Review Web Seminar for Part 1 ERPA Exam - 3 Sessions 1/13/2009360 Minutes
ERPA Test Review Web Seminar for Part 2 ERPA Exam - 3 Sessions1/27/2009360 Minutes
HCEs and Key Employees - Basics and Beyond 1/31/200675 Minutes
Investments and Fees: The New Disclosure Regulation8/19/2008100 Minutes
Making and Taxing Corrective Distributions After PPA3/5/2009100 Minutes
New Options For Part-Timers-Best of Both Worlds 4/6/200675 Minutes
Nondiscrimination Testing - Basics and Beyond 3/16/200690 Minutes
Nonspouse Rollovers after PPA 3/27/2007100 Minutes
Participant Troubles: Loans and Hardship Distributions4/7/2009100 Minutes
Plan Expenses - How Hard Can It Be To Pay A Bill? 2/12/200475 Minutes
Plan Loans - Basics and Beyond 5/23/200690 Minutes
Plan Troubles: Reductions, Terminations, and Valuations4/9/2009100 Minutes
Required Minimum Distributions and Nonspouse Rollovers 11/15/2007100 Minutes
Retirement Plans in Mergers and Acquisitions: An Overview6/12/2008100 Minutes
Retirement, Termination, and Change 9/25/2007100 Minutes
Rollovers As Business Startups: Too Good To Be True?12/16/2008100 Minutes
Roth 2008: The Longer We Go, The More We Know6/19/2008100 Minutes
ROTH: Now It's Really Final 5/24/2007100 Minutes
Safe Harbor 401(k) Plan Design10/16/2008100 Minutes
Safe Harbor Plans Under the Proposed Regulations11/13/200375 Minutes
Strategies for Cross-Tested Plans in EGTRRA Restatements11/13/2008100 Minutes
The 409A Hammer Strikes: Are You Ready for 2009?12/9/2008100 Minutes
The Dirty Dozen: Fixing the Most Common 401(k) Blunders4/22/2008100 Minutes
The Final 415 Regulations: What You Need to Know Now 4/26/2007100 Minutes
The Relius 403(b) Prototype: Making It Work for You10/1/2008300 Minutes
Top Heavy - A Modern Perspective 3/16/200475 Minutes
What You Don’t Know About HCEs, and Key Employees5/18/2009100 Minutes
You've Gotta Have HEART: New Pension Rules for Veterans7/17/2008100 Minutes

If you have questions or need more information, please send an e-mail to WebTechSem@Relius.net.