Employee Benefits Educational Events
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| Title |
Sponsor |
| "409A Forgiveness: Round 2" Web Seminar |
SunGard Relius |
| "ADP/ACP Testing Techniques" - A Two-part Web Seminar |
SunGard Relius |
| "Employees in the Military: The New HEART Notice" Web Seminar |
SunGard Relius |
| 2010 Benefits Boot Camp |
WEB (Worldwide Employee Benefit Network) Atlanta Chapter |
| 2010 Employee Ownership Conference |
National Center for Employee Ownership (NCEO) and the Beyster Institute |
| 2010 Enrolled Actuaries Meeting |
American Academy of Actuaries |
| 2010 First Quarter Update |
McKay Hochman Co. |
| 2010 Health Benefit Plan Compliance Update:Navigating the Maze of New Laws |
MCOL |
| 2010 MidWinter Tour: Advanced IRA Issues |
Ascensus |
| 2010 MidWinter Tour: IRA Essentials |
Ascensus |
| 2010 Orlando Advanced Pension Conference |
SunGard Relius |
| 2010 San Diego 401k/DC Evaluation Summit |
Xponential Growth Solutions |
| 2010 Web/Telephone Seminar: 403(b) Plans |
Ascensus |
| 2010 Web/Telephone Seminar: Comparing Roth & Traditional IRAs |
Ascensus |
| 2010 Web/Telephone Seminar: Conducting Your Own Compliance Audit |
Ascensus |
| 2010 Web/Telephone Seminar: Conversions & Recharacterizations |
Ascensus |
| 2010 Web/Telephone Seminar: Establishing & Amending IRAs |
Ascensus |
| 2010 Web/Telephone Seminar: HSA Basics |
Ascensus |
| 2010 Web/Telephone Seminar: Individual(k) Plans |
Ascensus |
| 2010 Web/Telephone Seminar: IRA Contributions |
Ascensus |
| 2010 Web/Telephone Seminar: IRA Frontline Fundamentals - Part 1 |
Ascensus |
| 2010 Web/Telephone Seminar: IRA Frontline Fundamentals - Part 2 |
Ascensus |
| 2010 Web/Telephone Seminar: IRA Required Minimum Distributions |
Ascensus |
| 2010 Web/Telephone Seminar: QRP Beneficiary Rollovers to Inherited IRAs |
Ascensus |
| 2010 Web/Telephone Seminar: Retirement Distribution & Income Planning |
Ascensus |
| 2010 Web/Telephone Seminar: SEP Plans |
Ascensus |
| 2010 Web/Telephone Seminar: SIMPLE Plans |
Ascensus |
| 2010 Web/Telephone Seminar: Understanding & Processing Transfers & Rollovers |
Ascensus |
| Advanced Cafeteria Plans Conference 2010 |
EBIA / Thomson Reuters |
| An Introduction to 401(k) Plan Operation |
Actuarial Consultants, Inc. |
| Annual ERISA Plan Audits |
Western Pension & Benefits Conference - Orange County Chapter |
| Annual Plan Administration Basic Training |
Actuarial Consultants, Inc. |
| ASPPA Annual Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Atlanta Health and Welfare Plan Management for Mid-Sized Employers Conference |
University Conference Services |
| Boston Mid-Sized Retirement & Pension Plan Management Conference |
University Conference Services |
| Cafeteria Plans |
EBIA / Thomson Reuters |
| Capturing Employer Plan Rollovers Snapshot |
Convergent Retirement Plan Solutions, LLC |
| COBRA Compliance for Group Health Plans |
EBIA / Thomson Reuters |
| EA-2B Review Course |
American Society of Pension Professionals & Actuaries (ASPPA) |
| Employee Benefits for Same-Sex Married Spouses and Domestic Partners |
ABA Joint Committee on Employee Benefits |
| ERISA Compliance for Health & Welfare Plans |
EBIA / Thomson Reuters |
| Executive Compensation: Strategy, Design, and Implementation |
ALI-ABA (American Law Institute-American Bar Association) |
| Facilitating IRA RMDs Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Fielding Form 5498 Questions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Form 5500 Reporting Update |
Lorman Education Services |
| Health & Welfare Benefit Plans Legislative & Regulatory Update |
TRI-AD |
| HIPAA & Other Health Benefits Laws: Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| HIPAA and Other Health Benefits Laws: Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| HIPAA Portability, Privacy & Security |
EBIA / Thomson Reuters |
| HSAs, HRAs, and Consumer-Driven Health Care |
EBIA / Thomson Reuters |
| Integrated Delivery Systems 2010: Insights from Leaders |
MCOL |
| IRA Beneficiary Distributions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Excesses and Recharacterizations Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Year-End Reporting (and Then Some!) Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Leaves of Absence and Employee Benefits: Legal Rules, Compliance Traps, and Plan Design Considerations |
EBIA / Thomson Reuters |
| Managing Benefit Options for Part-Time Employees |
Lorman Education Services |
| MBGH 30th Annual Conference |
Midwest Business Group on Health |
| New Age Marketing: What Worked In The Past Is No Longer Effective |
Center for Due Diligence |
| New Mental Health Parity and Addiction Equity Act Regulations: What You Need to Do to Comply |
EBIA / Thomson Reuters |
| New Roth Conversion and Portability |
McKay Hochman Co. |
| Pension, Profit-Sharing, Welfare, and Other Compensation Plans |
ALI-ABA (American Law Institute-American Bar Association) |
| Practitioner 2-Day Seminar |
McKay Hochman Co. |
| Practitioners 2-Day Seminar |
McKay Hochman Co. |
| Recharacterizing Conversions and Reconversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Retirement Plan Fees |
WEB (Worldwide Employee Benefit Network) Atlanta Chapter |
| Retirement Plan Insights 2-Day Seminar |
McKay Hochman Co. |
| Roth Conversion Eligibility Changes Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Roth IRA Conversions |
ABA Joint Committee on Employee Benefits |
| Roth IRA Conversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| San Francisco Mid-Sized Retirement & Pension Plan Management Conference |
University Conference Services |
| SIMPLE IRA Notifications Snapshot |
Convergent Retirement Plan Solutions, LLC |
| The 7th Annual World Health Care Congress |
World Congress |
| The ASPPA 401(k) SUMMIT |
American Society of Pension Professionals & Actuaries (ASPPA) |
| The ASPPA 401(k) SUMMIT |
ASPPA (American Society of Pension Professionals & Actuaries) |
| The Defined Contribution Plans Summit |
IQPC |
| Voluntary Fiduciary Correction Program Workshop |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| What's New on the 5500 Forms? |
McKay Hochman Co. |
| Workshop with Sal Tripodi - Current Developments, EFAST2, Plan Issues in Down Economy |
National Institute of Pension Administrators - San Francisco Bay Area Chapter |
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