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.
Benefits, Rights, and Features Testing [2019]4/29/201960
Open Online registrations are currently being accepted.
1099-R: An Ongoing Challenge Revisited12/15/2016100
Open Online registrations are currently being accepted.
2018 In Review – A Legislative and Regulatory Update1/14/2019100
Open Online registrations are currently being accepted.
2019 In Review – A Legislative and Regulatory Update [2019]12/18/2019100
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
Open Online registrations are currently being accepted.
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
Open Online registrations are currently being accepted.
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
Open Online registrations are currently being accepted.
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 [2018]2/26/2018300
Open Online registrations are currently being accepted.
403(b) Plans: New Pre-approved Plan Procedure and Sample Language4/16/2013100
Open Online registrations are currently being accepted.
403(b) Pre-Approved Plan Document Workshop: A 3-Pt Program [2018]3/5/2018300
Open Online registrations are currently being accepted.
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.
Addressing Retirement Plan Cyberfraud and Account Theft [2019]3/25/201960
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 Hardship Distributions [2018]3/20/201860
Open Online registrations are currently being accepted.
Advanced Required Minimum Distributions [2018]4/19/2018100
Open Online registrations are currently being accepted.
After-tax Contributions: the untold story12/17/2014100
Open Online registrations are currently being accepted.
Attribution: It Counts More than You May Think [2019]2/11/201960
Open Online registrations are currently being accepted.
Automatic Enrollment: ACA, EACA, and QACA Requirements [2018]9/17/2018100
Open Online registrations are currently being accepted.
Beneficiary Designations: Avoiding Costly Issues [2019]11/7/201960
Open Online registrations are currently being accepted.
Beyond Fee Disclosures4/2/2015100
Open Online registrations are currently being accepted.
Breaks in Service & Rehired Employees [2019]5/28/201960
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 [2018]1/18/2018100
Open Online registrations are currently being accepted.
Compensation: Navigating the Maze [2018].3/29/2018100
Open Online registrations are currently being accepted.
Component Plans: Another Way to Design a Cross-Tested Plan [2019]4/22/2019100
Open Online registrations are currently being accepted.
Coverage Testing with Related Employers [2019]2/19/201960
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 Participant Loan Defaults [2019]3/20/201960
Open Online registrations are currently being accepted.
Dealing with Rehired Employees [2016]12/13/2016100
Open Online registrations are currently being accepted.
Deduction Limits and Contribution Timing [2019]4/17/201960
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 Plan Document Workshop – A 2-Part Program [2019]6/17/2019200
Open Online registrations are currently being accepted.
Designing Matching Contributions That Work [2019]6/3/201960
Open Online registrations are currently being accepted.
Distributions Following Death: Deceased Participant Issues [2019]9/16/2019100
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.
Documenting Hardships Distributions and Participant Loans [2016]2/3/201660
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:Giving Disclosures in a Modern World [2018]11/15/201860
Open Online registrations are currently being accepted.
EPCRS 2019: What’s New and Different? [2019]7/9/201960
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.
Ethics: A Framework for Dealing with Difficult Issues [2019]12/16/2019100
Open Online registrations are currently being accepted.
Ethics: Doing the Right Thing in Difficult Situations [Dec 2018]12/12/2018100
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.
Fiduciary Duties in 2019 [2019]12/5/2019100
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.
Fundamentals 06: ADP/ACP Test [2017]11/16/201760
Open Online registrations are currently being accepted.
Fundamentals 07: Safe Harbor 401(k) Plans [2017]11/27/201760
Open Online registrations are currently being accepted.
Fundamentals 08: Nondiscrimination Testing and Allocations [2017]11/29/201760
Open Online registrations are currently being accepted.
Fundamentals 09: Allocation and Deduction Limits [2017]12/4/201760
Open Online registrations are currently being accepted.
Fundamentals 10: Top-heavy Testing [2017]12/11/201760
Open Online registrations are currently being accepted.
Fundamentals 11: Controlled Groups [2017]12/13/201760
Open Online registrations are currently being accepted.
Fundamentals 12: Participant Loans [2018]1/9/201860
Open Online registrations are currently being accepted.
Fundamentals 13: Distributions [2018]1/11/201860
Open Online registrations are currently being accepted.
Fundamentals 14: Fiduciary Requirements [2018]1/16/201860
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 01: Eligibility [2017]9/12/201760
Open Online registrations are currently being accepted.
Fundamentals Series 02: Vesting [2017]9/19/201760
Open Online registrations are currently being accepted.
Fundamentals Series 03: Compensation and HCEs [2017]9/25/201760
Open Online registrations are currently being accepted.
Fundamentals Series 04: Coverage Test (Ratio Pct. Only) [2017]10/3/201760
Open Online registrations are currently being accepted.
Fundamentals Series 05: Elective Deferrals [2017]10/5/201760
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.
Hardship Distributions in 2019 and Beyond [2019]1/28/201960
Open Online registrations are currently being accepted.
Hardship Distributions Under the Final Regulations [2019.12]12/9/201960
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 2017: The Year in Review1/23/2018100
Open Online registrations are currently being accepted.
Lifetime and Death RMD Calculations [2019]7/23/201960
Open Online registrations are currently being accepted.
Lost Participants: Modern Tools for an Age-Old Problem [2018]7/16/201860
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.
Mergers and Acquisitions [2018]11/19/201860
Open Online registrations are currently being accepted.
Multiple Employer Plans (MEPs): The Very Latest [2019.11]11/13/201960
Open Online registrations are currently being accepted.
Multiple Employer Plans: The Latest on MEPs and PEPs [2019]2/13/201960
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 Plans [2019]7/22/2019100
Open Online registrations are currently being accepted.
Partial Termination and Plan Termination [2018]9/24/201860
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: Understanding the Unique Rules [2019]8/26/201960
Open Online registrations are currently being accepted.
Plan Amendments: Procedures, Timing & Other Issues [2018]12/6/2018100
Open Online registrations are currently being accepted.
Plan Amendments: Procedures, Timing, Cutbacks & Other Issues4/2/2013100
Open Online registrations are currently being accepted.
Plan Investments: Learning to Speak a Foreign Language [2019]11/20/201960
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
Open Online registrations are currently being accepted.
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 Transactions [2018]2/22/2018100
Open Online registrations are currently being accepted.
Qualified Domestic Relations Orders [2019]2/21/2019100
Open Online registrations are currently being accepted.
Qualified Separate Line of Business (QSLOB) [2017]7/6/201760
Open Online registrations are currently being accepted.
Rehired Employees & Early Eligibility Provisions [2018]8/21/201860
Open Online registrations are currently being accepted.
Related Employers: Know What to Ask [2017]3/28/2017100
Open Online registrations are currently being accepted.
Required Minimum Distributions (RMDs) [201808]8/23/2018100
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.
Retirement Plan Fraud and Cybersecurity [2018]12/3/201860
Open Online registrations are currently being accepted.
Rollovers as Business Startups: Here to Stay? [2018]5/31/201860
Open Online registrations are currently being accepted.
Roth Distributions and Rollovers [2019]9/18/201960
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 401(k) Plans: Back to Basics [2019]8/21/2019100
Open Online registrations are currently being accepted.
Safe Harbor Midyear Amendments: Yes You Can!2/17/201660
Open Online registrations are currently being accepted.
Safe Harbor Midyear Amendments: You Can Do It! [2018]2/20/201860
Open Online registrations are currently being accepted.
Self-Employment Income [2017]7/20/2017100
Open Online registrations are currently being accepted.
Service Agreements [2019]3/18/201960
Open Online registrations are currently being accepted.
Strategies to Increase Participants9/11/2015100
Open Online registrations are currently being accepted.
The Anti-Cutback Rule: Tricks, Traps, and Workarounds [2019]6/24/201960
Open Online registrations are currently being accepted.
The Dirty Dozen 2019: Correcting Common Errors [2019]9/23/2019100
Open Online registrations are currently being accepted.
The Elapsed Time Method: A Help or a Hindrance? [2019]7/8/201960
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.
Top-Heavy Testing [2018]5/29/201860
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.
Understanding Forfeiture Allocation Options [2019]3/27/201960
Open Online registrations are currently being accepted.
Understanding Short Plan Years [2018]12/13/2018100
Open Online registrations are currently being accepted.
Universal Availability in 403(b) Plans [2019]11/21/201960
Open Online registrations are currently being accepted.
VCP Under EPCRS and Rev. Proc. 2018-52 [2018]12/4/2018100
Open Online registrations are currently being accepted.
Voluntary After-Tax Employee Contributions [2019]8/5/2019100
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