| Title |
Sponsor |
| "Form 5500/EFAST2 for Welfare Plans" - A 2-part Web Seminar |
SunGard Relius |
| "Forms 5500 and 8955-SSA for 403(b) Plans" - A 2-part Web Seminar |
SunGard Relius |
| "Fundamentals of 401(k) and Other Qualified Plans" - Dallas |
SunGard Relius |
| "Fundamentals of 401(k) and Other Qualified Plans" - Denver |
SunGard Relius |
| "Oh Say, Can You C: Making Sense of Schedule C" Web Seminar |
SunGard Relius |
| "Participant Disclosures: Working with the New DOL Rules" - Encore Presentation |
SunGard Relius |
| "Practical Guide to Plan Fees: June 2012 Update" - A 3-part Web Seminar |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - Charlotte |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - Cincinnati |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - Nashville |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - New Orleans |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - Portland |
SunGard Relius |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - San Francisco |
SunGard |
| "SunGard Relius Form 5500 and 401(k) Plan Workshops" - Seattle |
SunGard Relius |
| 2012 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference |
University Conference Services |
| 2012 Fall Forum in Chicago, IL |
Ascensus |
| 2012 Fall Forum in Orlando, FL |
Ascensus |
| 2012 Fall Forum in San Diego, CA |
Ascensus |
| 2012 IRA Institute in Clearwater Beach, FL |
Ascensus |
| 2012 Third Quarter Update |
McKay Hochman Co., Inc. |
| 401(k) Rekon Advisor Symposium - Chevy Chase |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium - Houston |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium - Sacramento |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium - Troy |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium - Woodland Hills |
401(k) Rekon |
| 401(k) Safe Harbor and SIMPLE Plans |
McKay Hochman Co., Inc. |
| 409A Deferred Compensation - Compliant vs. Exempt Awards |
National Center for Employee Ownership |
| A Chat with Andy Zuckerman on Good Faith and Retroactive Amendment and Determination Letter Processing Issues |
ABA Joint Committee on Employee Benefits |
| ACI’s 2nd Advanced Forum on Managed Care Disputes and Litigation |
American Conference Institute |
| Annual Benefits Fair and Trade Show |
New England Employee Benefits Council |
| Annual Best Practices Conference |
New England Employee Benefits Council |
| ASPPA - Cleveland Chapter Presents: Meet the IRS |
ASPPA Benefits Council of Cleveland |
| Automatic Contribution Arrangements |
McKay Hochman Co., Inc. |
| Becoming an S Corporation ESOP |
National Center for Employee Ownership |
| Best Practices for Other Retirement Plans When You Have an ESOP |
National Center for Employee Ownership |
| Best Practices for S Corporation ESOPs |
National Center for Employee Ownership |
| Best Practices in Employee Benefit Plan Audits |
Western Pension & Benefits Conference - Orange County Chapter |
| Building Trust in an Employee-Owned Company |
National Center for Employee Ownership |
| CFDD 2012 Advisor Conference: Outcomes Based Consulting, Higher Margin Business & Increasing Efficiency |
Center for Due Diligence |
| Challenges and Solutions for Mature ESOP Companies |
National Center for Employee Ownership |
| Communicating Equity Compensation |
National Center for Employee Ownership |
| Communicating Valuation |
National Center for Employee Ownership |
| Critical Equity Reporting Practices Every Private Company Should Know |
National Center for Employee Ownership |
| Dealing with Protected Benefits Webcast |
Actuarial Systems Corporation (ASC) |
| Designated Roth Accounts and Roth Conversions |
McKay Hochman Co., Inc. |
| Digital Signatures and the New Age of Communications |
National Institute of Pension Administrators |
| Distributions: Retirement Planning |
National Institute of Pension Administrators |
| Don't Do That With Your ESOP |
National Center for Employee Ownership |
| EBIA's 14th Annual Advanced Cafeteria Plans and Benefits Conference 2012 |
Thomson Reuters / EBIA |
| Effective Boards of Directors: Best Practices in Governing an ESOP Company |
National Center for Employee Ownership |
| Effective ESOP Committees |
National Center for Employee Ownership |
| Effective Wellness Plans in Employee-Owned Companies |
National Center for Employee Ownership |
| Equity Compensation Accounting for Private Companies |
National Center for Employee Ownership |
| Equity Compensation Administration Co-Sourcing or Who Does What and When? |
National Center for Employee Ownership |
| Equity-Linked Compensation or What to Give if You Don't Want to Give Stock or Options |
National Center for Employee Ownership |
| ERISA Disclosure Under 404(a)(5) and 408(b)(2) |
McKay Hochman Co., Inc. |
| ESOP Audits and Voluntary Compliance Programs |
National Center for Employee Ownership |
| ESOP Feasibility |
National Center for Employee Ownership |
| ESOP Overview |
National Center for Employee Ownership |
| Ethics and Circular 230 |
McKay Hochman Co., Inc. |
| Ethics Case Studies |
McKay Hochman Co., Inc. |
Ethics for Benefits Lawyers
|
ABA Joint Committee on Employee Benefits |
| Executive Compensation and Expatriate Agreements |
ABA Joint Committee on Employee Benefits |
| Executive Compensation in ESOP Companies |
National Center for Employee Ownership |
| Executive Compensation: Strategy, Design, and Implementation |
ALI-ABA (American Law Institute-American Bar Association) |
| Fiduciary Education Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Fiduciary Implications of Stock Drop Lawsuit in 401(k)s and ESOPs |
National Center for Employee Ownership |
| Fiduciary Issues for Internal ESOP Trustees |
National Center for Employee Ownership |
| Forces of Change: New Strategies for the Evolving Health Care Marketplace |
Harvard School of Public Health Center for Continuing Professional Education |
Form 5500 Reporting Update
|
Lorman Education Services |
| Fostering Innovation |
National Center for Employee Ownership |
| Full Day Seminar with Sal Tripodi |
ASPPA ABC Greater Twin Cities |
| Fundamentals of 401(k) and Other Qualified Plans – A 3-day Seminar, June and July, 6 Cities Only |
SunGard Relius |
| Half-Day HSA Workshop |
Ascensus |
| Handling the ESOP Repurchase Obligation |
National Center for Employee Ownership |
| Handling the Repurchase Obligation - Valuation Issues |
National Center for Employee Ownership |
| Hardship, In-service and Elective Deferral Distributions |
McKay Hochman Co., Inc. |
| Health FSA and DCAP Nondiscrimination Rules: Design and Testing Fundamentals (Session II) |
Thomson Reuters / EBIA |
| Hedge Funds, Real Estate and Other Alternative Investments |
International Foundation of Employee Benefit Plans |
| ICPAS Employee Benefits Conference |
Illinois CPA Society |
| If I'd Only Known That! Real Life Equity Compensation Stories on Wrecks and Remedies |
National Center for Employee Ownership |
| Integrating Culture and Technical Issues in Addressing the "Have and Have Not" Challenge |
National Center for Employee Ownership |
| Is an ESOP Right for You? |
National Center for Employee Ownership |
| J. Mark Iwry discusses "Expanding Retirement Income Options in the Private Pension System" (NY CLE Program) |
WEB (Worldwide Employee Benefits Network) New York Chapter |
| Keeping Your 403(b) Compliant - Clean-up on Aisle Three |
National Institute of Pension Administrators |
| Legislative and Regulatory Update with Richard Hochman |
ASPPA Benefits Council of Greater St. Louis |
| Live FutureOffice Network Smartcast - FLSA Compliance |
Davidson Marketing Group -- FutureOffice Network |
| Managing Participant Loans |
National Institute of Pension Administrators |
| National Institute on ERISA Basics |
ABA Joint Committee on Employee Benefits |
| New Opportunities in the Defined Contribution Investment Only (DCIO) Market |
Financial Research Associates |
| NIPA Webcast: Managing Participant Loans |
National Institute of Pension Administrators |
| Overview of Cross-Testing |
McKay Hochman Co., Inc. |
| Participant Loans |
McKay Hochman Co., Inc. |
| Qualified Default Investment Alternative |
McKay Hochman Co., Inc. |
| Recent Research on ESOP Companies |
National Center for Employee Ownership |
| Retirement Advisor Renaissance |
Millenium Investment & Retirement Advisors, LLC |
| Retirement Plan Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Retirement Plan Compliance Assistance Seminar For Small Business |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Retirement Plan Fee Disclosure - Are You Ready? Webcast |
WEB (Worldwide Employee Benefits Network) |
| Retirement Plan Insights Seminar |
McKay Hochman Co., Inc. |
| S Corporation ESOPs - Traps for the Unwary |
National Center for Employee Ownership |
| Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation |
Lorman Education Services |
| Second-Stage ESOP Transactions |
National Center for Employee Ownership |
| Social Media at Work Seminar |
New England Employee Benefits Council |
| Strategic Planning for Your ESOP |
National Center for Employee Ownership |
| The 2012 IHC FORUM West |
The Institute for HealthCare Consumerism |
| The 22nd Annual National Institute on ERISA Litigation |
ABA Joint Committee on Employee Benefits |
| The Basics and More! Workshop |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| The Complex World of ADP/ACP Testing |
McKay Hochman Co., Inc. |
| The Rollout: Introducing a New ESOP to Employees |
National Center for Employee Ownership |
| Tricks and Tips for Private Company Stock Plan Administration |
National Center for Employee Ownership |
| Two-Day IRA Workshop |
Ascensus |
| Using ESOPs as an Acquisition Strategy |
National Center for Employee Ownership |
| Valuation Challenges for Ongoing ESOPS |
National Center for Employee Ownership |
| Voluntary Fiduciary Correction Program Webinar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Webcast: Digital Signatures and the New Age of Communications |
National Institute of Pension Administrators |
| Webinar - 72(t) Payments |
Ascensus |
| Webinar - Advanced HSAs |
Ascensus |
| Webinar - Choosing the "Right" Retirement Plan |
Ascensus |
| Webinar - Comparing Roth and Traditional IRAs |
Ascensus |
| Webinar - Conducting Your Own Compliance Audit |
Ascensus |
| Webinar - Conversions and Recharacterizations |
Ascensus |
| Webinar - Coverdell Education Savings Account |
Ascensus |
| Webinar - Handling IRA Legal Issues |
Ascensus |
| Webinar - HSA Basics |
Ascensus |
| Webinar - Introduction to QRP Distributions |
Ascensus |
| Webinar - IRA Basics |
Ascensus |
| Webinar - IRA Beneficiary Distributions |
Ascensus |
| Webinar - IRA Contributions |
Ascensus |
| Webinar - IRA Excess Contributions |
Ascensus |
| Webinar - IRA Frontline Funadmentals - Part 1 |
Ascensus |
| Webinar - IRA Investments and Investment Issues |
Ascensus |
| Webinar - IRA Reporting |
Ascensus |
| Webinar - IRA Required Minimum Distributions |
Ascensus |
| Webinar - QRP Beneficiary Rollovers to Inherited IRAs |
Ascensus |
| Webinar - Rollovers Between Retirement Plans and IRAs |
Ascensus |
| Webinar - Roth IRA Distributions |
Ascensus |
| Webinar - SIMPLE Plans |
Ascensus |
| Webinar - Traditional IRA Distributions |
Ascensus |
| Webinar - Understanding and Processing Transfers and Rollovers |
Ascensus |
| Webinar: ERISA Budget Accounts: Revenue Sharing in Retirement Plans |
Nixon Peabody LLP |
| What ESOP Participants Should Know About Law, Regulation, and the Courts |
National Center for Employee Ownership |
| What to Expect When You're Expecting a Claim under Health Care Reform (and How to Avoid One) |
ABA Joint Committee on Employee Benefits |
| What You Need to Know as an Internal ESOP Fiduciary |
National Center for Employee Ownership |
| Work, Health, and Wellbeing: Strategic Solutions for Integrating Wellness and Occupational Safety and Health in the Workplace |
Harvard School of Public Health Center for Continuing Professional Education |
