Employee Benefits Educational Events
Now viewing All Upcoming Events, sorted by Title; use menu above to change selection.
Click on event title for details.
| Title |
Sponsor |
| "Cross-Testing: Making the Most of Single-Member Groups" Web Seminar |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Dallas |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Houston |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Kansas City |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in New York |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Sacramento |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in St. Louis |
SunGard Relius |
| "ERISA Workshop" in Dallas |
SunGard Relius |
| "ERISA Workshop" in Kansas City |
SunGard Relius |
| "ERISA Workshop" in New York |
SunGard Relius |
| "ERISA Workshop" in St. Louis |
SunGard Relius |
| "Ethics with a Smile" Web Seminar |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Dallas |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Houston |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Kansas City |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in New York |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Sacramento |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in St. Louis |
SunGard Relius |
| 1099-R Series and Form 5498 2-Part Series |
McKay Hochman Co. |
| 11th Annual Best Practices Conference |
New England Employee Benefits Council |
| 19th Annual National Health Benefits Conference & Expo (HBCE) |
Health Benefits Conference & Expo |
| 2009 401(k) Testing Issues Webcast |
National Institute of Pension Administrators |
| 2009 Fall Tour: Advanced IRAs: Compliance Issues |
Ascensus |
| 2009 Fall Tour: IRA Essentials |
Ascensus |
| 2009 Form 5500 and EFAST2 |
ASPPA Benefits Council of New York |
| 2009 Web/Telephone Seminar: 72(t) Payments |
Ascensus |
| 2009 Web/Telephone Seminar: Direct Rollovers and Other Portability Issues |
Ascensus |
| 2009 Web/Telephone Seminar: IRA Required Minimum Distributions |
Ascensus |
| 2009 Web/Telephone Seminar: Roth 401(k)/403(b) Provision |
Ascensus |
| 2010 Business Management Conference |
National Institute of Pension Administrators |
| 2010 NTSAA National Conference |
National Tax Sheltered Accounts Association |
| 2010 Orlando Advanced Pension Conference |
SunGard Relius |
| 403(b) vs. 401(k) Plans –Retirement Plan Roadmap Webcast |
National Institute of Pension Administrators |
| Annual Legal Update |
WEB - Chicago Downtown |
| ASPPA Annual Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Beyond the Bad Economy: Jobs, Retirement, Health and Social Insurance |
National Academy of Social Insurance |
| Capturing Employer Plan Rollovers Snapshot |
Convergent Retirement Plan Solutions, LLC |
| COBRA ARRA Workshop |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Confronting Diabetes Crisis through Collaborative Management |
MCOL |
| CT NIPA: ERISA Washington Update with Speaker Sal Tripodi |
National Institute of Pension Administrators-CT Chapter |
| Employee Benefits Half-Day Conference |
Illinois CPA Society |
| ESOP Company Case Studies : Employee Involvement and Communication |
National Center for Employee Ownership |
| ESOP Feasibility |
National Center for Employee Ownership |
| Ethics: What ERPAs and Pension Administrators Need To Know Webcast |
National Institute of Pension Administrators |
| Facilitating IRA RMDs Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Fielding Form 5498 Questions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Forget about EFAST2! What's New on the Forms? |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Handling the Repurchase Obligation - Legal Issues |
National Center for Employee Ownership |
| Health and Welfare Roundup 2009: Checklist of New Compliance Requirements |
EBIA / Thomson Reuters |
| HIPAA and Other Health Benefits Laws: Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| How the Repurchase Obligation Affects Valuation |
National Center for Employee Ownership |
| How To Change The Way Your Employees Think About Their Benefits With One Statement (No-Cost Webinar) |
Benefit Software Inc. |
| ICD-10 Web Summit: Issues for 2010 |
MCOL |
| IRA Beneficiary Distributions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Excesses and Recharacterizations Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Funding Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Plan Establishment Snapshot |
Convergent Retirement Plan Solutions, LLC |
| IRA Year-End Reporting (and Then Some!) Snapshot |
Convergent Retirement Plan Solutions, LLC |
| New Age Marketing: What Worked In The Past Is No Longer Effective |
Center for Due Diligence |
| New Roth Conversion and Portability |
McKay Hochman Co. |
| Planning for the Repurchase Obligation |
National Center for Employee Ownership |
| Preparing the 2009 Schedule C |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Recharacterizing Conversions and Reconversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Retirement Plan Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Retirement Plan Insights |
McKay Hochman Co. |
| Roth Conversion Eligibility Changes Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Roth IRA Conversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Self-Auditing Your Retirement Plans |
Society for Human Resource Management (SHRM) |
| SIMPLE IRA Notifications Snapshot |
Convergent Retirement Plan Solutions, LLC |
| The ASPPA 401(k) SUMMIT |
ASPPA (American Society of Pension Professionals & Actuaries) |
| What You Need to Know as an Internal ESOP Fiduciary |
National Center for Employee Ownership |
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