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Event Search

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.

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Seminars:
401(k) Plan Workshop (1-day program)
Form 5500 Workshop (1-day program)
Just for ERPAs Workshop
Web Seminars:
403(b) Plans: Coverage and Nondiscrimination Testing - 2-part
Cash Balance Plans for 401(k) Practitioners - A 3-part Program
Practical Guide to Plan Fee Disclosures - A 3-part Web Seminar
The Final Final Service Provider Fee Regulations - Finally! Feb14
The Final, Final Service Provider Fee Regulations – Finally!
Web Seminar Archives:
401(k) Plan Current Developments
401(k) Testing Techniques
403(b) Plans for 401(k) Practitioners - A three-part program
403(b) Terminations, Transfers and Exchanges
403(b) Terminations: What We Know and Want to Know
403(b): The Burning Questions
409A Forgiveness: Round 2
457(f) Plans - F is for Forfeiture (Archived Event)
A 401(k) Practitioner’s Guide to 457(b) Plans
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 (3 sessions)
Compensation - The Foundation Web Seminar (Archived Event)
Correcting Nonamenders: Restatement and Other Amendment Failures
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
Defined Benefit Plans for DC Practitioners - A two-part program
Documented Confusion: Understanding Restatement Procedures
DOL and IRS Compliant Participant Notices
Earned Income: Computing Compensation for the Self-employed
EFAST 2: A New Decade in Plan Reporting
EFAST2 Troubleshooting
EFAST2: Amendments, Late Filings and Short Plan Years
Eligible 457 Plans in 2007 (Archived Event)
Employees in the Military: The New HEART Notice
EPCRS 2008: A New Look
Ethics with a Smile
Form 5500 for Welfare Plans: EFAST & EFAST2 - A Two-Part Program
Form 5500-SF – The Simplified Alternative to Form 5500
Good News on PTINs: What It Means and What’s Left
Issuing 1099-R Forms for New Distribution Types
Making and Taxing Corrective Distributions After PPA
Making the Most of In-Plan Roth Rollovers
Multiple Employer Plans: Perils and Possibilities
New Options For Part-Timers-Best of Both Worlds Archived Event
Nondiscrimination Testing - Basics and Beyond Archived Event
Participant Fee Disclosure-The Third Time Is the Charm
Participant Troubles: Loans and Hardship Distributions
Plan Loans - Basics and Beyond (Archived Event)
Plan Troubles: Reductions, Terminations, and Valuations
Power Struggle - New Power of Attorney Rules for 2848
PTIN and Me: New Rules; New Duties; New Questions
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
Safe Harbor 401(k) Plan Design
Safe Harbor Plan Workshop – A 3-part Web Seminar
Schedule C: C Is for Confusion
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 New 5500-EZ: At last!
The New Form 8955-SSA: Who, What, When, and How - July 2011
The New Service Provider Fee Regs: The Wait Is Over
The Relius 403(b) Prototype: Making It Work for You
To Roth or Not to Roth
To Roth or Not to Roth 10/13/10
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
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