Status | Title | Date Recorded | Duration |
Open
| 401(k) Beyond the Basics 10: After-Tax Contributions | 10/17/2016 | 60 |
Open
| Benefits, Rights, and Features Testing [2019] | 4/29/2019 | 60 |
Open
| 1099-R: An Ongoing Challenge Revisited | 12/15/2016 | 100 |
Open
| 2018 In Review – A Legislative and Regulatory Update | 1/14/2019 | 100 |
Open
| 2019 In Review – A Legislative and Regulatory Update [2019] | 12/18/2019 | 100 |
Open
| 401(k) BB 02: Plan Document Requirements and Deadlines | 8/8/2016 | 60 |
Open
| 401(k) BB 03: Eligibility and Vesting Design Considerations | 8/15/2016 | 60 |
Open
| 401(k) BB 04: HCEs and Compensation | 8/22/2016 | 60 |
Open
| 401(k) BB 06: The Average Benefit Test | 9/22/2016 | 60 |
Open
| 401(k) BB 07: Elective Deferral Options | 9/26/2016 | 60 |
Open
| 401(k) Beyond the Basics 01 - IRS and DOL Correction Programs | 8/1/2016 | 60 |
Open
| 401(k) Beyond the Basics 05: Coverage Testing Issue | 9/12/2016 | 60 |
Open
| 401(k) Beyond the Basics 08: ADP Testing Techniques | 10/5/2016 | 60 |
Open
| 401(k) Beyond the Basics 09: ACP Testing Techniques | 10/11/2016 | 60 |
Open
| 401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design | 1/9/2017 | 60 |
Open
| 401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation | 1/17/2017 | 60 |
Open
| 401(k) Beyond the Basics 13: Distribution Restrictions, Hardships | 2/6/2017 | 60 |
Open
| 401(k) Beyond the Basics 14: Participant Loans: The Fine Print | 2/13/2017 | 60 |
Open
| 401(k) Testing Techniques [2016] | 2/2/2016 | 100 |
Open
| 403(b) and 457(b) Plan Documents | 5/31/2016 | 60 |
Open
| 403(b) Plan Corrections: Correcting Under the New EPCRS Procedure | 3/21/2013 | 100 |
Open
| 403(b) Plans for 401(k) Administrators: A 3-Part Program [2018] | 2/26/2018 | 300 |
Open
| 403(b) Plans: New Pre-approved Plan Procedure and Sample Language | 4/16/2013 | 100 |
Open
| 403(b) Pre-Approved Plan Document Workshop: A 3-Pt Program [2018] | 3/5/2018 | 300 |
Open
| 409A Corrections | 4/5/2013 | 100 |
Open
| 409A Proposed Regulations: 19 Tweaks | 8/24/2016 | 100 |
Open
| 457(b) and (f) Plans under the New Proposed Regulations | 8/10/2016 | 100 |
Open
| 457(b) Plans for 401(k) Practitioners | 1/12/2015 | 100 |
Open
| A New Day for Roth Rollovers - Encore | 1/15/2014 | 100 |
Open
| Addressing Retirement Plan Cyberfraud and Account Theft [2019] | 3/25/2019 | 60 |
Open
| Advanced Cross-Tested Plans Techniques - A 2-Part Program | 11/30/2015 | 120 |
Open
| Advanced Hardship Distributions [2018] | 3/20/2018 | 60 |
Open
| Advanced Required Minimum Distributions [2018] | 4/19/2018 | 100 |
Open
| After-tax Contributions: the untold story | 12/17/2014 | 100 |
Open
| Attribution: It Counts More than You May Think [2019] | 2/11/2019 | 60 |
Open
| Automatic Enrollment: ACA, EACA, and QACA Requirements [2018] | 9/17/2018 | 100 |
Open
| Beneficiary Designations: Avoiding Costly Issues [2019] | 11/7/2019 | 60 |
Open
| Beyond Fee Disclosures | 4/2/2015 | 100 |
Open
| Breaks in Service & Rehired Employees [2019] | 5/28/2019 | 60 |
Open
| Brokerage Accounts and 404a-5: Making Sense of the Rules | 8/9/2012 | 100 |
Open
| Cash Balance Plans for 401(k) Practitioners 2013 - 3 parts | 6/25/2013 | 300 |
Open
| Church Plans: The Retirement Benefits Are Better Than Ever | 3/15/2016 | 100 |
Open
| Compensation: Distinctions with a Difference [2018] | 1/18/2018 | 100 |
Open
| Compensation: Navigating the Maze [2018]. | 3/29/2018 | 100 |
Open
| Component Plans: Another Way to Design a Cross-Tested Plan [2019] | 4/22/2019 | 100 |
Open
| Coverage Testing with Related Employers [2019] | 2/19/2019 | 60 |
Open
| Cross-testing Forecast: Clouds Overhead! [2016] | 3/22/2016 | 60 |
Open
| Dealing with Participant Loan Defaults [2019] | 3/20/2019 | 60 |
Open
| Dealing with Rehired Employees [2016] | 12/13/2016 | 100 |
Open
| Deduction Limits and Contribution Timing [2019] | 4/17/2019 | 60 |
Open
| Deferral Deposits: Deadlines, Corrections & Forms 5500/5330 | 4/23/2013 | 100 |
Open
| Defined Benefit Plan Document Workshop – A 2-Part Program [2019] | 6/17/2019 | 200 |
Open
| Designing Matching Contributions That Work [2019] | 6/3/2019 | 60 |
Open
| Distributions Following Death: Deceased Participant Issues [2019] | 9/16/2019 | 100 |
Open
| Distributions, Taxation & After-Tax Contribs: A Two-Part Program | 8/27/2015 | 200 |
Open
| Documented Confusion 2016: IRS rewrites rules on plan amendments | 8/17/2016 | 100 |
Open
| Documenting Hardships Distributions and Participant Loans [2016] | 2/3/2016 | 60 |
Open
| Earned Income: a Practical Approach | 1/26/2016 | 100 |
Open
| Effect of Death on 401(k) Plans [2016] | 12/19/2016 | 100 |
Open
| Electronic Notices:Giving Disclosures in a Modern World [2018] | 11/15/2018 | 60 |
Open
| EPCRS 2019: What’s New and Different? [2019] | 7/9/2019 | 60 |
Open
| ERISA 01: Correcting Elective Deferral Failures | 11/13/2015 | 60 |
Open
| ERISA 02: FAQs re Restatements and IDPs | 11/20/2015 | 60 |
Open
| ERISA 03: Affiliated Service Groups | 12/4/2015 | 60 |
Open
| ERISA 04: Current Developments and the IRS LESE Project | 12/11/2015 | 60 |
Open
| ERISA 05: Eligibility FAQs | 12/21/2015 | 60 |
Open
| ERISA 06: A Review of the ASPPA IRS Q&A Discussion | 12/28/2015 | 60 |
Open
| ERISA Recapture Accounts: Understanding How ERISA Applies | 8/14/2013 | 60 |
Open
| ERISA Workshop: Rollover Taxation and Other Developments | 10/16/2014 | 60 |
Open
| ERISA: Anti-cutback Workarounds in Restatements | 11/20/2014 | 60 |
Open
| ERISA: Practical Approaches to Lost Participant Problems. | 11/17/2014 | 60 |
Open
| ERISA: Who are these fiduciaries (and what are these weird #s)? | 11/6/2014 | 60 |
Open
| Ethics: A Framework for Dealing with Difficult Issues [2019] | 12/16/2019 | 100 |
Open
| Ethics: Doing the Right Thing in Difficult Situations [Dec 2018] | 12/12/2018 | 100 |
Open
| Fee Disclosure Guide: What the New Roadmap Rules Mean For You | 4/8/2014 | 60 |
Open
| Fiduciary Duties in 2019 [2019] | 12/5/2019 | 100 |
Open
| Final Exiting Regulations: Birth of the 'Maybe Not' Notice | 11/26/2013 | 60 |
Open
| Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor? | 5/26/2016 | 60 |
Open
| Final Fiduciary Regulations, Part 2: Navigating the BIC and more | 6/2/2016 | 60 |
Open
| Focus 01: Average Benefit Test: A Closer Look '14 | 3/24/2014 | 60 |
Open
| Focus 02: Nondiscrimination Testing With Related Employers '14 | 3/31/2014 | 60 |
Open
| Focus 03: Benefits, Rights, and Features '14 | 4/7/2014 | 60 |
Open
| Focus 04: Troubleshooting Cross-Tested Plans '14 | 4/14/2014 | 60 |
Open
| Focus 05: Resolving Loan Errors Under EPCRS '14 | 4/21/2014 | 60 |
Open
| Focus 06: RMDs: Calculating Lifetime and Death RMDs '14 | 4/28/2014 | 60 |
Open
| Focus 07: Retirement Plans - Mergers and Acquisitions '14 | 5/5/2014 | 60 |
Open
| Focus 08: The Ethics of Retirement Plan Practice '14 | 5/12/2014 | 60 |
Open
| Focus 09: Roth Rollovers and Distributions '14 | 5/19/2014 | 60 |
Open
| Focus 10: Prohibited Transactions: Who, What, Why & Why Not? '14 | 6/5/2014 | 60 |
Open
| Focus 11: Compensation: Allocation vs. Testing '14 | 6/9/2014 | 60 |
Open
| Focus 12: Automatic Enrollment and Escalation Provisions '14 | 6/16/2014 | 60 |
Open
| Focused Topic 01: Average Benefit Test: The Other Coverage Test | 9/3/2013 | 60 |
Open
| Focused Topic 02: Rehired Employees & Early Eligibility Provision | 9/10/2013 | 60 |
Open
| Focused Topic 03: Coverage Testing with Related Employers | 9/17/2013 | 60 |
Open
| Focused Topic 04: Form 5330 for Late Deposit of Deferrals | 9/24/2013 | 60 |
Open
| Focused Topic 05: Ethics: A Principled Approach | 10/1/2013 | 60 |
Open
| Focused Topic 06: Correcting Safe Harbor 401(k) Plan Failures | 10/8/2013 | 60 |
Open
| Focused Topic 07: Fixing the Broken Plan Document | 10/22/2013 | 60 |
Open
| Focused Topic 08: Dealing With Loan Defaults | 11/5/2013 | 60 |
Open
| Focused Topic 09: An In-depth Look at HCEs | 11/12/2013 | 60 |
Open
| Focused Topic 10: Deduction Limits and Contribution Timing | 11/19/2013 | 60 |
Open
| Focused Topic 11: Partial Termination and Plan Termination | 12/3/2013 | 60 |
Open
| Focused Topic 12: Forfeitures: Allocation Options | 12/10/2013 | 60 |
Open
| Form 5500 for 403(b) Plans | 6/18/2015 | 200 |
Open
| Form 5500 for DFEs | 7/13/2016 | 100 |
Open
| Form 5500 For Welfare Plans: A 2-Part Program [2017] | 5/23/2017 | 200 |
Open
| Form 5500: They want MORE! | 9/14/2016 | 100 |
Open
| Forms 5500 and 8955-SSA for 403(b) Plans - A two-part program | 6/14/2012 | 200 |
Open
| Fundamentals 06: ADP/ACP Test [2017] | 11/16/2017 | 60 |
Open
| Fundamentals 07: Safe Harbor 401(k) Plans [2017] | 11/27/2017 | 60 |
Open
| Fundamentals 08: Nondiscrimination Testing and Allocations [2017] | 11/29/2017 | 60 |
Open
| Fundamentals 09: Allocation and Deduction Limits [2017] | 12/4/2017 | 60 |
Open
| Fundamentals 10: Top-heavy Testing [2017] | 12/11/2017 | 60 |
Open
| Fundamentals 11: Controlled Groups [2017] | 12/13/2017 | 60 |
Open
| Fundamentals 12: Participant Loans [2018] | 1/9/2018 | 60 |
Open
| Fundamentals 13: Distributions [2018] | 1/11/2018 | 60 |
Open
| Fundamentals 14: Fiduciary Requirements [2018] | 1/16/2018 | 60 |
Open
| Fundamentals of Cross Tested Plans - A Three-Part Program | 11/2/2015 | 300 |
Open
| Fundamentals Series 01: Eligibility [2017] | 9/12/2017 | 60 |
Open
| Fundamentals Series 02: Vesting [2017] | 9/19/2017 | 60 |
Open
| Fundamentals Series 03: Compensation and HCEs [2017] | 9/25/2017 | 60 |
Open
| Fundamentals Series 04: Coverage Test (Ratio Pct. Only) [2017] | 10/3/2017 | 60 |
Open
| Fundamentals Series 05: Elective Deferrals [2017] | 10/5/2017 | 60 |
Open
| General Nondiscrimination Testing for DC Plans (401(a)(4)) | 4/18/2017 | 100 |
Open
| Government Plans: The Oddity of the Retirement Plan World-2 parts | 3/28/2012 | 200 |
Open
| Hardship Distributions in 2019 and Beyond [2019] | 1/28/2019 | 60 |
Open
| Hardship Distributions Under the Final Regulations [2019.12] | 12/9/2019 | 60 |
Open
| HCEs: Digging Deeper | 6/7/2016 | 60 |
Open
| Highly Compensated Employees: Who are These People [2017] | 5/4/2017 | 60 |
Open
| Impact of Same Gender Marriage Rulings on Retirement Plans | 7/18/2013 | 100 |
Open
| IRS Form 5330: Line-by-Line | 4/4/2013 | 100 |
Open
| Keeping Current 2017: The Year in Review | 1/23/2018 | 100 |
Open
| Lifetime and Death RMD Calculations [2019] | 7/23/2019 | 60 |
Open
| Lost Participants: Modern Tools for an Age-Old Problem [2018] | 7/16/2018 | 60 |
Open
| MEPs, IRAs, and More: DOL Guidance on State Plans | 3/8/2016 | 60 |
Open
| Mergers and Acquisitions [2018] | 11/19/2018 | 60 |
Open
| Multiple Employer Plans (MEPs): The Very Latest [2019.11] | 11/13/2019 | 60 |
Open
| Multiple Employer Plans: The Latest on MEPs and PEPs [2019] | 2/13/2019 | 60 |
Open
| New Ways to Avoid Late Filing Penalties | 6/19/2014 | 60 |
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
| Orphan Plans [2019] | 7/22/2019 | 100 |
Open
| Partial Termination and Plan Termination [2018] | 9/24/2018 | 60 |
Open
| Participant Disclosures After FAB 2012-2: A Game Changer | 7/17/2012 | 100 |
Open
| Partnerships and LLCs: Understanding the Unique Rules [2019] | 8/26/2019 | 60 |
Open
| Plan Amendments: Procedures, Timing & Other Issues [2018] | 12/6/2018 | 100 |
Open
| Plan Amendments: Procedures, Timing, Cutbacks & Other Issues | 4/2/2013 | 100 |
Open
| Plan Investments: Learning to Speak a Foreign Language [2019] | 11/20/2019 | 60 |
Open
| PPA Pre-approved Plan Workshop - Corbel Document - 3 parts | 7/15/2014 | 300 |
Open
| PPA Pre-approved Plan Workshop - PPD Document - 3 parts | 7/7/2014 | 325 |
Open
| Practical Corrections 02: Plan Document Failures | 5/3/2016 | 60 |
Open
| Practical Corrections 03: Allocation Mistakes for ER Contribs | 4/12/2016 | 60 |
Open
| Practical Corrections Series 01:Elective Deferral Failures | 3/29/2016 | 60 |
Open
| Practical Corrections Series 04: Distribution Failures | 5/10/2016 | 60 |
Open
| Practical Corrections Series 05: Plan Loan Failures | 5/17/2016 | 60 |
Open
| Practical Corrections Series 06: Testing Failures | 5/24/2016 | 60 |
Open
| Practical Guide to Plan Fee Disclosures: June 2012 Update | 6/18/2012 | 300 |
Open
| Prohibited Transactions [2018] | 2/22/2018 | 100 |
Open
| Qualified Domestic Relations Orders [2019] | 2/21/2019 | 100 |
Open
| Qualified Separate Line of Business (QSLOB) [2017] | 7/6/2017 | 60 |
Open
| Rehired Employees & Early Eligibility Provisions [2018] | 8/21/2018 | 60 |
Open
| Related Employers: Know What to Ask [2017] | 3/28/2017 | 100 |
Open
| Required Minimum Distributions (RMDs) [201808] | 8/23/2018 | 100 |
Open
| Restatement 01: Restatement Deadlines and Details | 7/28/2014 | 60 |
Open
| Restatement 02: Elapsed Time: Not What You Think | 8/4/2014 | 60 |
Open
| Restatement 03: Breaks in Service and Rehired Employees | 8/11/2014 | 60 |
Open
| Restatement 04: Options for Hours of Service and Plan Entry | 8/18/2014 | 60 |
Open
| Restatement 05: Safe Harbor Design Options | 8/25/2014 | 60 |
Open
| Restatement 06: Matching Contributions That Work | 9/8/2014 | 60 |
Open
| Restatement 07: Nonelective Design Alternatives | 9/15/2014 | 60 |
Open
| Restatement 08: Is it Time for Automatic Rollovers? | 9/22/2014 | 60 |
Open
| Restatement 09: Distribution Changes: Anti-cutback, 401(a)(4) | 9/29/2014 | 60 |
Open
| Restatement 10: Working With the Duty to Collect | 10/6/2014 | 60 |
Open
| Restatement 11: Allocation Conditions and Waivers | 10/20/2014 | 60 |
Open
| Restatement 12: Maximizing Forfeiture Flexibility | 11/3/2014 | 60 |
Open
| Restatement Determination Letters: The end is in sight | 9/28/2015 | 60 |
Open
| Retirement Plan Fraud and Cybersecurity [2018] | 12/3/2018 | 60 |
Open
| Rollovers as Business Startups: Here to Stay? [2018] | 5/31/2018 | 60 |
Open
| Roth Distributions and Rollovers [2019] | 9/18/2019 | 60 |
Open
| Safe Harbor 401(k) Plans - A Three-Part Program | 12/15/2015 | 300 |
Open
| Safe Harbor 401(k) Plans: Back to Basics [2019] | 8/21/2019 | 100 |
Open
| Safe Harbor Midyear Amendments: Yes You Can! | 2/17/2016 | 60 |
Open
| Safe Harbor Midyear Amendments: You Can Do It! [2018] | 2/20/2018 | 60 |
Open
| Self-Employment Income [2017] | 7/20/2017 | 100 |
Open
| Service Agreements [2019] | 3/18/2019 | 60 |
Open
| Strategies to Increase Participants | 9/11/2015 | 100 |
Open
| The Anti-Cutback Rule: Tricks, Traps, and Workarounds [2019] | 6/24/2019 | 60 |
Open
| The Dirty Dozen 2019: Correcting Common Errors [2019] | 9/23/2019 | 100 |
Open
| The Elapsed Time Method: A Help or a Hindrance? [2019] | 7/8/2019 | 60 |
Open
| The Ins and Outs of Benefits, Rights, and Features | 10/26/2012 | 100 |
Open
| The New Tools in the EPCRS Box | 4/28/2015 | 60 |
Open
| Top-Heavy Testing [2018] | 5/29/2018 | 60 |
Open
| Tribal Plans | 5/1/2015 | 100 |
Open
| Understanding 409A Change Elections | 4/3/2013 | 100 |
Open
| Understanding Forfeiture Allocation Options [2019] | 3/27/2019 | 60 |
Open
| Understanding Short Plan Years [2018] | 12/13/2018 | 100 |
Open
| Universal Availability in 403(b) Plans [2019] | 11/21/2019 | 60 |
Open
| VCP Under EPCRS and Rev. Proc. 2018-52 [2018] | 12/4/2018 | 100 |
Open
| Voluntary After-Tax Employee Contributions [2019] | 8/5/2019 | 100 |
Open
| What Employers Need to Understand About the New Fiduciary Rules | 7/27/2016 | 60 |
Open
| Who’s the Employer/ee? 01: Employee/Independent Contractor | 6/29/2015 | 100 |
Open
| Who’s the Employer/ee? 02: Shared/Leased Employees | 7/6/2015 | 100 |
Open
| Who’s the Employer/ee? 03: Identifying Related Employers | 7/13/2015 | 100 |
Open
| Who’s the Employer/ee? 04: Testing for Related Employers | 7/27/2015 | 100 |
Open
| Who’s the Employer/ee? 05: Consequences of Related Employers | 8/3/2015 | 100 |