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Seminars (0) Multi-Event Specials (0) Conferences (4) Web Seminars (0) Archived Seminars (205)

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Status	Title	City, State	Date
Live	Cycle-three Documents-PPD and Corbel-Recorded Webinars	Jacksonville, FL	12/1/2022-12/30/2023
Live	401(k) Beyond the Basics - Recorded	Jacksonville, FL	12/2/2022-12/15/2023
Live	Fundamentals of Qualified Plans – Virtual - Recorded	Jacksonville, FL	12/16/2022-12/31/2023
Live	Form 5500 Workshop 2023 - Virtual	Jacksonville, FL	3/21-22/2023

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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

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