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Seminars:
Below are the seminars, conferences, and web seminars that currently have events scheduled. Check back often if you don't see a particular seminar or conference listed here as new events are scheduled all the time. Select / Unselect All Events
401(k) Plan Workshop (1-day program) Form 5500 Workshop (1-day program)
Web Seminars:
409A Forgiveness: Round 2 ADP/ACP Testing Techniques - A two-part program Employees in the Military: The New HEART Notice
Web Seminar Archives:
2008 Form 1099-R Preparation: Roth, PPA, and HEART - Oh My! 2009 Required Minimum Distributions: Now We Know 401(k) Plan Current Developments 403(b) Plans for 401(k) Practitioners - A three-part program 403(b) Terminations, Transfers and Exchanges 403(b) Written Plans and How They Affect Existing Contracts 457(f) Plans - F is for Forfeiture (Archived Event) A First Look at Approved 403(b) Prototypes Aggregation Aggravation – Controlled groups in 2009 Automatic Enrollment: QDIA, EACA, and QACA (Archived Event) Automatic Enrollment: The Future Is Now Bank On It! - New DOL Focus on Deferral Deposits (Archived Event) Cash Balance Plans for Defined Contribution Practitioners Compensation - The Foundation Web Seminar (Archived Event) Coverage - Basics and Beyond (Archived Event) Cross-Tested and Safe Harbor 401(k) Plan Design Cross-Tested Plans Workshop - A 3-part Web Seminar Cross-Testing: Making the Most of Single-Member Groups Current Events in Nonqualified Plans Defined Benefit Plans for DC Practitioners - A two-part program Documented Confusion II: IRS Rewrites 6-Yr Cycle Rules (Archived) Documented Confusion: Understanding Restatement Procedures Earned Income: Computing Compensation for the Self-employed Eligible 457 Plans in 2007 (Archived Event) EPCRS 2008: A New Look ERPA Test Review Web Seminar (7/09) for Part 1 ERPA Exam - 3 Sessions ERPA Test Review Web Seminar (7/09) for Part 2 ERPA Exam - 3 Sessions Ethics with a Smile Form 5500 for Welfare Plans: EFAST & EFAST2 - A Two-Part Program HCEs and Key Employees - Basics and Beyond (Archived Event) Investments and Fees: The New Disclosure Regulation Making and Taxing Corrective Distributions After PPA New Options For Part-Timers-Best of Both Worlds Archived Event Nondiscrimination Testing - Basics and Beyond Archived Event Nonspouse Rollovers after PPA (Archived Event) Participant Troubles: Loans and Hardship Distributions Plan Loans - Basics and Beyond (Archived Event) Plan Troubles: Reductions, Terminations, and Valuations Required Minimum Distributions and Nonspouse Rollovers (Archived) Retirement Plans in Mergers and Acquisitions: An Overview Retirement, Termination, and Change (Archived Event) Rollovers As Business Startups: Too Good To Be True? Roth 2008: The Longer We Go, The More We Know ROTH: Now It's Really Final (Archived Event) Safe Harbor 401(k) Plan Design Safe Harbor Plan Workshop – A 3-part Web Seminar Strategies for Cross-Tested Plans in EGTRRA Restatements Testing 403(b) Plans in 2009 The 409A Hammer Strikes: Are You Ready for 2009? The Dirty Dozen: Fixing the Most Common 401(k) Blunders The Final 415 Regulations: What You Need to Know Now (Archived) The Relius 403(b) Prototype: Making It Work for You To Roth or Not to Roth Top Heavy - A Modern Perspective Archived Event What You Don’t Know About HCEs, and Key Employees You've Gotta Have HEART: New Pension Rules for Veterans
Conferences:
Advanced Pension Conference SunGard Relius Summit
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