StatusTitleDate RecordedDuration
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 10: After-Tax Contributions10/17/201660
Open Online registrations are currently being accepted.
1099-R: An Ongoing Challenge Revisited12/15/2016100
Open Online registrations are currently being accepted.
401(k) BB 02: Plan Document Requirements and Deadlines8/8/201660
Open Online registrations are currently being accepted.
401(k) BB 03: Eligibility and Vesting Design Considerations8/15/201660
Open Online registrations are currently being accepted.
401(k) BB 04: HCEs and Compensation8/22/201660
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401(k) BB 06: The Average Benefit Test9/22/201660
Open Online registrations are currently being accepted.
401(k) BB 07: Elective Deferral Options9/26/201660
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 01 - IRS and DOL Correction Programs8/1/201660
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 05: Coverage Testing Issue9/12/201660
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 08: ADP Testing Techniques10/5/201660
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401(k) Beyond the Basics 09: ACP Testing Techniques10/11/201660
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design1/9/201760
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation1/17/201760
Open Online registrations are currently being accepted.
401(k) Beyond the Basics 13: Distribution Restrictions, Hardships2/6/201760
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401(k) Beyond the Basics 14: Participant Loans: The Fine Print2/13/201760
Open Online registrations are currently being accepted.
401(k) Testing Techniques [2016]2/2/2016100
Open Online registrations are currently being accepted.
403(b) and 457(b) Plan Documents5/31/201660
Open Online registrations are currently being accepted.
403(b) Plan Corrections: Correcting Under the New EPCRS Procedure3/21/2013100
Open Online registrations are currently being accepted.
403(b) Plans for 401(k) Administrators: A 3-Part Program [2017]5/9/2017300
Open Online registrations are currently being accepted.
403(b) Plans for 401(k) Practitioners Feb '14 - 3 parts2/25/2014315
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403(b) Plans: New Pre-approved Plan Procedure and Sample Language4/16/2013100
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409A Corrections4/5/2013100
Open Online registrations are currently being accepted.
409A Proposed Regulations: 19 Tweaks8/24/2016100
Open Online registrations are currently being accepted.
457(b) and (f) Plans under the New Proposed Regulations 8/10/2016100
Open Online registrations are currently being accepted.
457(b) Plans for 401(k) Practitioners1/12/2015100
Open Online registrations are currently being accepted.
A New Day for Roth Rollovers - Encore1/15/2014100
Open Online registrations are currently being accepted.
Advanced Cross-Tested Plans Techniques - A 2-Part Program11/30/2015120
Open Online registrations are currently being accepted.
Advanced Required Minimum Distributions7/16/2013100
Open Online registrations are currently being accepted.
After-tax Contributions: the untold story12/17/2014100
Open Online registrations are currently being accepted.
Attribution: What You Don't Know Can Hurt You4/10/2014100
Open Online registrations are currently being accepted.
Automatic Enrollment: ACA, EACA, and QACA requirements5/21/2013100
Open Online registrations are currently being accepted.
Beyond Fee Disclosures4/2/2015100
Open Online registrations are currently being accepted.
Brokerage Accounts and 404a-5: Making Sense of the Rules8/9/2012100
Open Online registrations are currently being accepted.
Cash Balance Plans for 401(k) Practitioners 2013 - 3 parts6/25/2013300
Open Online registrations are currently being accepted.
Church Plans: The Retirement Benefits Are Better Than Ever3/15/2016100
Open Online registrations are currently being accepted.
Compensation: Distinctions with a Difference [2017]4/27/2017100
Open Online registrations are currently being accepted.
Compensation: Navigating the Maze2/24/2014100
Open Online registrations are currently being accepted.
Component Plans: Another Way to Design/Test a Cross-Tested Plan10/10/2013100
Open Online registrations are currently being accepted.
Cross-testing Forecast: Clouds Overhead! [2016]3/22/201660
Open Online registrations are currently being accepted.
Dealing With Loan Defaults [2016]4/20/201660
Open Online registrations are currently being accepted.
Dealing with Participant Loan Defaults [2017]3/30/201760
Open Online registrations are currently being accepted.
Dealing with Rehired Employees [2016]12/13/2016100
Open Online registrations are currently being accepted.
Deferral Deposits: Deadlines, Corrections & Forms 5500/53304/23/2013100
Open Online registrations are currently being accepted.
Defined Benefit Plans for DC Practitioners - A two-part program6/30/2009200
Open Online registrations are currently being accepted.
Distributions, Taxation & After-Tax Contribs: A Two-Part Program8/27/2015200
Open Online registrations are currently being accepted.
Documented Confusion 2016: IRS rewrites rules on plan amendments8/17/2016100
Open Online registrations are currently being accepted.
Documented Confusion: Understanding Restatement Procedures2/26/2009100
Open Online registrations are currently being accepted.
Documenting Hardships Distributions and Participant Loans [2016]2/3/201660
Open Online registrations are currently being accepted.
Don't Be Caught Short: Understanding Short Years - 20141/14/2014100
Open Online registrations are currently being accepted.
Earned Income: a Practical Approach1/26/2016100
Open Online registrations are currently being accepted.
Effect of Death on 401(k) Plans [2016]12/19/2016100
Open Online registrations are currently being accepted.
Electronic Notices: Fee Disclosure and Beyond10/10/2012100
Open Online registrations are currently being accepted.
Employees in the Military: The New HEART Notice2/11/2010100
Open Online registrations are currently being accepted.
EPCRS 2016: What’s new? What’s different?1/11/201760
Open Online registrations are currently being accepted.
ERISA 01: Correcting Elective Deferral Failures11/13/201560
Open Online registrations are currently being accepted.
ERISA 02: FAQs re Restatements and IDPs11/20/201560
Open Online registrations are currently being accepted.
ERISA 03: Affiliated Service Groups12/4/201560
Open Online registrations are currently being accepted.
ERISA 04: Current Developments and the IRS LESE Project12/11/201560
Open Online registrations are currently being accepted.
ERISA 05: Eligibility FAQs12/21/201560
Open Online registrations are currently being accepted.
ERISA 06: A Review of the ASPPA IRS Q&A Discussion12/28/201560
Open Online registrations are currently being accepted.
ERISA Recapture Accounts: Understanding How ERISA Applies8/14/201360
Open Online registrations are currently being accepted.
ERISA Workshop: Rollover Taxation and Other Developments10/16/201460
Open Online registrations are currently being accepted.
ERISA: Anti-cutback Workarounds in Restatements11/20/201460
Open Online registrations are currently being accepted.
ERISA: Practical Approaches to Lost Participant Problems.11/17/201460
Open Online registrations are currently being accepted.
ERISA: Who are these fiduciaries (and what are these weird #s)?11/6/201460
Open Online registrations are currently being accepted.
Ethics12/18/2015100
Open Online registrations are currently being accepted.
Ethics: Doing it Right [2016]12/14/2016100
Open Online registrations are currently being accepted.
Fee Disclosure Guide: What the New Roadmap Rules Mean For You4/8/201460
Open Online registrations are currently being accepted.
Final Exiting Regulations: Birth of the 'Maybe Not' Notice11/26/201360
Open Online registrations are currently being accepted.
Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor?5/26/201660
Open Online registrations are currently being accepted.
Final Fiduciary Regulations, Part 2: Navigating the BIC and more6/2/201660
Open Online registrations are currently being accepted.
Focus 01: Average Benefit Test: A Closer Look '143/24/201460
Open Online registrations are currently being accepted.
Focus 02: Nondiscrimination Testing With Related Employers '143/31/201460
Open Online registrations are currently being accepted.
Focus 03: Benefits, Rights, and Features '144/7/201460
Open Online registrations are currently being accepted.
Focus 04: Troubleshooting Cross-Tested Plans '144/14/201460
Open Online registrations are currently being accepted.
Focus 05: Resolving Loan Errors Under EPCRS '144/21/201460
Open Online registrations are currently being accepted.
Focus 06: RMDs: Calculating Lifetime and Death RMDs '144/28/201460
Open Online registrations are currently being accepted.
Focus 07: Retirement Plans - Mergers and Acquisitions '145/5/201460
Open Online registrations are currently being accepted.
Focus 08: The Ethics of Retirement Plan Practice '145/12/201460
Open Online registrations are currently being accepted.
Focus 09: Roth Rollovers and Distributions '145/19/201460
Open Online registrations are currently being accepted.
Focus 10: Prohibited Transactions: Who, What, Why & Why Not? '146/5/201460
Open Online registrations are currently being accepted.
Focus 11: Compensation: Allocation vs. Testing '146/9/201460
Open Online registrations are currently being accepted.
Focus 12: Automatic Enrollment and Escalation Provisions '146/16/201460
Open Online registrations are currently being accepted.
Focused Topic 01: Average Benefit Test: The Other Coverage Test9/3/201360
Open Online registrations are currently being accepted.
Focused Topic 02: Rehired Employees & Early Eligibility Provision9/10/201360
Open Online registrations are currently being accepted.
Focused Topic 03: Coverage Testing with Related Employers9/17/201360
Open Online registrations are currently being accepted.
Focused Topic 04: Form 5330 for Late Deposit of Deferrals9/24/201360
Open Online registrations are currently being accepted.
Focused Topic 05: Ethics: A Principled Approach10/1/201360
Open Online registrations are currently being accepted.
Focused Topic 06: Correcting Safe Harbor 401(k) Plan Failures10/8/201360
Open Online registrations are currently being accepted.
Focused Topic 07: Fixing the Broken Plan Document10/22/201360
Open Online registrations are currently being accepted.
Focused Topic 08: Dealing With Loan Defaults11/5/201360
Open Online registrations are currently being accepted.
Focused Topic 09: An In-depth Look at HCEs11/12/201360
Open Online registrations are currently being accepted.
Focused Topic 10: Deduction Limits and Contribution Timing11/19/201360
Open Online registrations are currently being accepted.
Focused Topic 11: Partial Termination and Plan Termination12/3/201360
Open Online registrations are currently being accepted.
Focused Topic 12: Forfeitures: Allocation Options12/10/201360
Open Online registrations are currently being accepted.
Form 5500 for 403(b) Plans6/18/2015200
Open Online registrations are currently being accepted.
Form 5500 for DFEs7/13/2016100
Open Online registrations are currently being accepted.
Form 5500 For Welfare Plans: A 2-Part Program [2017]5/23/2017200
Open Online registrations are currently being accepted.
Form 5500: They want MORE!9/14/2016100
Open Online registrations are currently being accepted.
Forms 5500 and 8955-SSA for 403(b) Plans - A two-part program6/14/2012200
Open Online registrations are currently being accepted.
Fundamental Series 01: Eligiblity1/28/201660
Open Online registrations are currently being accepted.
Fundamental Series 06: ADP/ACP Test [2016]3/17/201660
Open Online registrations are currently being accepted.
Fundamentals 03: Compensation and HCEs [2016]2/18/201660
Open Online registrations are currently being accepted.
Fundamentals 04: Coverage test (ratio percentage only)3/3/201660
Open Online registrations are currently being accepted.
Fundamentals 05: Elective deferrals [2016]3/10/201660
Open Online registrations are currently being accepted.
Fundamentals 08: Nondiscrimination Testing and Allocations [2016]5/5/201660
Open Online registrations are currently being accepted.
Fundamentals 09: The 415 and Deduction Limits [2016]4/21/201660
Open Online registrations are currently being accepted.
Fundamentals 10: Top-heavy Testing [2016]4/28/201660
Open Online registrations are currently being accepted.
Fundamentals 13: Roth Contribs,Taxation & Distribution6/6/201660
Open Online registrations are currently being accepted.
Fundamentals 15: Participant Disclosure7/11/201660
Open Online registrations are currently being accepted.
Fundamentals 16: Distributions7/18/201660
Open Online registrations are currently being accepted.
Fundamentals of Cross Tested Plans - A Three-Part Program11/2/2015300
Open Online registrations are currently being accepted.
Fundamentals Series 02: Vesting [2016]2/4/201660
Open Online registrations are currently being accepted.
Fundamentals Series 07: Safe Harbor 401(k) Plans [2016]3/31/201660
Open Online registrations are currently being accepted.
Fundamentals Series 11: Controlled Groups [2016]5/9/201660
Open Online registrations are currently being accepted.
Fundamentals Series 12: Participant Loans [2016]5/23/201660
Open Online registrations are currently being accepted.
Fundamentals Series 14: Fiduciary Requirements6/13/201660
Open Online registrations are currently being accepted.
General Nondiscrimination Testing for DC Plans (401(a)(4))4/18/2017100
Open Online registrations are currently being accepted.
Government Plans: The Oddity of the Retirement Plan World-2 parts3/28/2012200
Open Online registrations are currently being accepted.
HCEs: Digging Deeper 6/7/201660
Open Online registrations are currently being accepted.
Highly Compensated Employees: Who are These People [2017]5/4/201760
Open Online registrations are currently being accepted.
Impact of Same Gender Marriage Rulings on Retirement Plans7/18/2013100
Open Online registrations are currently being accepted.
IRS Form 5330: Line-by-Line4/4/2013100
Open Online registrations are currently being accepted.
Keeping Current 2015: The Year in Review12/14/2015100
Open Online registrations are currently being accepted.
Lost Participants: Welcome to the 21st Century10/1/201460
Open Online registrations are currently being accepted.
Making Sense of Required Minimum Distributions4/13/2016100
Open Online registrations are currently being accepted.
MEPs, IRAs, and More: DOL Guidance on State Plans3/8/201660
Open Online registrations are currently being accepted.
Multiple Employer Plans: Aftermath of DOL Guidance6/26/2012100
Open Online registrations are currently being accepted.
Multiple Employer Plans: How MEPs Work for Private Employers3/1/201660
Open Online registrations are currently being accepted.
New Ways to Avoid Late Filing Penalties6/19/201460
Open Online registrations are currently being accepted.
Nonqualified Deferred Comp. Workshop: Code §§409A and 457(f)3/19/2013300
Open Online registrations are currently being accepted.
Oh Say, Can You C: Making Sense of Schedule C6/12/2012100
Open Online registrations are currently being accepted.
Orphan Plans6/26/2015100
Open Online registrations are currently being accepted.
Participant Disclosures After FAB 2012-2: A Game Changer7/17/2012100
Open Online registrations are currently being accepted.
Partnerships and LLCs: The Problem Child [2016]10/13/201660
Open Online registrations are currently being accepted.
Plan Amendments: Procedures, Timing, Cutbacks & Other Issues4/2/2013100
Open Online registrations are currently being accepted.
PPA Pre-approved Plan Workshop - Corbel Document - 3 parts7/15/2014300
Open Online registrations are currently being accepted.
PPA Pre-approved Plan Workshop - PPD Document - 3 parts7/7/2014325
Open Online registrations are currently being accepted.
Practical Corrections 02: Plan Document Failures 5/3/201660
Open Online registrations are currently being accepted.
Practical Corrections 03: Allocation Mistakes for ER Contribs4/12/201660
Open Online registrations are currently being accepted.
Practical Corrections Series 01:Elective Deferral Failures3/29/201660
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Practical Corrections Series 04: Distribution Failures5/10/201660
Open Online registrations are currently being accepted.
Practical Corrections Series 05: Plan Loan Failures5/17/201660
Open Online registrations are currently being accepted.
Practical Corrections Series 06: Testing Failures5/24/201660
Open Online registrations are currently being accepted.
Practical Guide to Plan Fee Disclosures: June 2012 Update6/18/2012300
Open Online registrations are currently being accepted.
Prohibited Transactions6/12/2015100
Open Online registrations are currently being accepted.
QDROs7/10/2015100
Open Online registrations are currently being accepted.
Qualified Separate Line of Business (QSLOB) [2017]7/6/201760
Open Online registrations are currently being accepted.
Related Employers: Know What to Ask [2017]3/28/2017100
Open Online registrations are currently being accepted.
Restatement 01: Restatement Deadlines and Details7/28/201460
Open Online registrations are currently being accepted.
Restatement 02: Elapsed Time: Not What You Think8/4/201460
Open Online registrations are currently being accepted.
Restatement 03: Breaks in Service and Rehired Employees8/11/201460
Open Online registrations are currently being accepted.
Restatement 04: Options for Hours of Service and Plan Entry8/18/201460
Open Online registrations are currently being accepted.
Restatement 05: Safe Harbor Design Options8/25/201460
Open Online registrations are currently being accepted.
Restatement 06: Matching Contributions That Work9/8/201460
Open Online registrations are currently being accepted.
Restatement 07: Nonelective Design Alternatives9/15/201460
Open Online registrations are currently being accepted.
Restatement 08: Is it Time for Automatic Rollovers?9/22/201460
Open Online registrations are currently being accepted.
Restatement 09: Distribution Changes: Anti-cutback, 401(a)(4)9/29/201460
Open Online registrations are currently being accepted.
Restatement 10: Working With the Duty to Collect10/6/201460
Open Online registrations are currently being accepted.
Restatement 11: Allocation Conditions and Waivers10/20/201460
Open Online registrations are currently being accepted.
Restatement 12: Maximizing Forfeiture Flexibility11/3/201460
Open Online registrations are currently being accepted.
Restatement Determination Letters: The end is in sight9/28/201560
Open Online registrations are currently being accepted.
RMDs9/25/2015100
Open Online registrations are currently being accepted.
Rollovers As Business Startups: Too Good To Be True?12/16/2008100
Open Online registrations are currently being accepted.
Safe Harbor 401(k) Plans - A Three-Part Program12/15/2015300
Open Online registrations are currently being accepted.
Safe Harbor Midyear Amendments: Yes You Can!2/17/201660
Open Online registrations are currently being accepted.
Self-Employment Income [2017]7/20/2017100
Open Online registrations are currently being accepted.
Service Agreements4/10/2015100
Open Online registrations are currently being accepted.
Service Agreements [2017]5/25/2017100
Open Online registrations are currently being accepted.
Strategies to Increase Participants9/11/2015100
Open Online registrations are currently being accepted.
The Dirty Dozen: Correcting Commonplace Errors11/22/2016100
Open Online registrations are currently being accepted.
The Ins and Outs of Benefits, Rights, and Features10/26/2012100
Open Online registrations are currently being accepted.
The New Tools in the EPCRS Box4/28/201560
Open Online registrations are currently being accepted.
The Relius 403(b) Prototype: Making It Work for You10/1/2008300
Open Online registrations are currently being accepted.
Top Heavy - A Modern Perspective Archived Event3/16/200475
Open Online registrations are currently being accepted.
Tribal Plans5/1/2015100
Open Online registrations are currently being accepted.
Understanding 409A Change Elections4/3/2013100
Open Online registrations are currently being accepted.
Universal Availability: a Continuing Challenge to 403(b) Plans10/19/201660
Open Online registrations are currently being accepted.
VCP Under EPCRS 2013: Step-by-Step3/28/2013100
Open Online registrations are currently being accepted.
What Employers Need to Understand About the New Fiduciary Rules7/27/201660
Open Online registrations are currently being accepted.
Who’s the Employer/ee? 01: Employee/Independent Contractor6/29/2015100
Open Online registrations are currently being accepted.
Who’s the Employer/ee? 02: Shared/Leased Employees7/6/2015100
Open Online registrations are currently being accepted.
Who’s the Employer/ee? 03: Identifying Related Employers7/13/2015100
Open Online registrations are currently being accepted.
Who’s the Employer/ee? 04: Testing for Related Employers7/27/2015100
Open Online registrations are currently being accepted.
Who’s the Employer/ee? 05: Consequences of Related Employers8/3/2015100