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 Appleton |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Charlotte |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Chicago |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Dallas |
SunGard Relius |
| "EFAST2: The Future of Form 5500" in Detroit |
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 Knoxville |
SunGard |
| "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 |
| "EFAST2: The Future of Form 5500" in Syracuse |
SunGard |
| "ERISA Workshop" in Appleton |
SunGard Relius |
| "ERISA Workshop" in Charlotte |
SunGard |
| "ERISA Workshop" in Chicago |
SunGard Relius |
| "ERISA Workshop" in Dallas |
SunGard Relius |
| "ERISA Workshop" in Detroit |
SunGard Relius |
| "ERISA Workshop" in Kansas City |
SunGard Relius |
| "ERISA Workshop" in Knoxville |
SunGard Relius |
| "ERISA Workshop" in New York |
SunGard Relius |
| "ERISA Workshop" in St. Louis |
SunGard Relius |
| "ERISA Workshop" in Syracuse |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Appleton |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Charlotte |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Chicago |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Dallas |
SunGard Relius |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Detroit |
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 Knoxville |
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 |
| "Plan Forms, Notices, and Amendments: Streamlined, Effective, Timely" in Syracuse |
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 ERISA Update Seminar |
TRI Pension Services |
| 2009 Fall Forum: San Diego, CA |
Ascensus |
| 2009 Fall Tour: Advanced IRAs: Compliance Issues |
Ascensus |
| 2009 Fall Tour: IRA Essentials |
Ascensus |
| 2009 IRA Year-End Statements and Reports Snapshot |
Convergent Retirement Plan Solutions, LLC |
| 2009 Web/Telephone Seminar: 72(t) Payments |
Ascensus |
| 2009 Web/Telephone Seminar: Direct Rollovers and Other Portability Issues |
Ascensus |
| 2009 Web/Telephone Seminar: Establishing and Amending IRAs |
Ascensus |
| 2009 Web/Telephone Seminar: IRA Reporting |
Ascensus |
| 2009 Web/Telephone Seminar: IRA Required Minimum Distributions |
Ascensus |
| 2009 Web/Telephone Seminar: Roth 401(k)/403(b) Provision |
Ascensus |
| 2009 Web/Telephone Seminar: Roth IRA Distributions |
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 |
| 401(k) Plan Roundup: This Year's Most Significant Developments |
EBIA / Thomson Reuters |
| 401(k) Update |
ABA Joint Committee on Employee Benefits |
| Administrative Issues for S Corporation ESOPs |
National Center for Employee Ownership |
| Announcing the Results of Buck Consultants' 2009 Global Wellness Survey |
Buck Consultants, an ACS Company |
| ASPPA Annual Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Capturing Employer Plan Rollovers Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Cash Balance Pension Plans: It’s Time To Consider Retirement Plan Alternatives |
Lockstone Advisors/Janniere Consulting |
| Do's and Don't's for the ERISA Fiduciary |
Anthony A. Dreyspool, Esq. |
| EFAST 2 - What You Should Know |
ftwilliam.com |
| EFAST2, The New DOL 5500 Filing System: Will You Be Ready For It? |
Western Pension & Benefits Conference, San Diego Chapter |
| Employee Benefits Half-Day Conference |
Illinois CPA Society |
| ERISA Litigation, 19th Annual National Institute |
ABA Joint Committee on Employee Benefits |
| ESOP Company Case Studies : Employee Involvement and Communication |
National Center for Employee Ownership |
| ESOP Feasibility |
National Center for Employee Ownership |
| Executive Compensation: What to Expect in 2010 from Regulatory and Design Perspectives |
Buck Consultants, an ACS Company |
| Facilitating IRA RMDs Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Fees Reportable on 2009 Schedule C - Fee Basics for Preparers |
ASPPA (American Society of Pension Professionals & Actuaries) |
| 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) |
| Fourth Quarter Update |
McKay Hochman Co. |
| Fundamentals of 401(k) Plans Webinar |
Actuarial Consultants, Inc. |
| Handling the Repurchase Obligation - Legal Issues |
National Center for Employee Ownership |
| Health and Welfare Roundup 2009: Checklist of New Compliance Requirements |
EBIA / Thomson Reuters |
| Health Care Reform Is On Its Way - How Will It Impact Your Benefit Strategies |
WEB (Worldwide Employee Benefits Network ), New York Chapter |
| 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 |
| Improving Employee Morale and Retaining Key Employees (No-Cost Webinar) |
Benefit Software Inc. |
| 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 |
| Latest Developments in the Public Pension Community Webcast |
International Foundation of Employee Benefit Plans |
| Learn More About ftwilliam.com's New Administration Software |
ftwilliam.com |
| Legal Issues Affecting S Corporation ESOPs |
National Center for Employee Ownership |
| Legislative and Regulatory Overview and Legal Update |
Capital Chapter ISCEBS |
| Managing Outsource Service Providers for Your Company's 401(k) |
FA Associates, LLC |
| Navigating the 409A Deferred Compensation Plan Rules |
National Center for Employee Ownership |
| New Age Marketing: What Worked In The Past Is No Longer Effective |
Center for Due Diligence |
| New Roth Conversion and Portability |
McKay Hochman Co. |
| Online Benefit Enrollment Made Easy! No-Cost Webinar Demonstrates How To Simplify Benefits Enrollment |
Benefit Software Inc. |
| Phyllis Borzi, Assistant Secretary of Labor for the Employee Benefits Security Administration, Speaks About DOL Priorities |
Western Pension & Benefits Conference - Los Angeles Chapter |
| Planning for the Repurchase Obligation |
National Center for Employee Ownership |
| Preparing the 2009 Schedule C |
ASPPA (American Society of Pension Professionals & Actuaries) |
Q&A with the U.S. Department of Labor, LA Regional Office:
Plan Audits and DOL National/Regional Objectives |
Western Pension & Benefits Conference - Orange County Chapter |
| Recharacterizing Conversions and Reconversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Reducing Costs and Improving Performance Through a Vendor Management and Oversight Program |
Buck Consultants, an ACS Company |
| Retirement Plan Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| Retirement Plan Insights |
McKay Hochman Co. |
| RMD Update: Closing out 2009, Preparing for 2010 Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Roth Conversion Eligibility Changes Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Roth IRA Conversions Snapshot |
Convergent Retirement Plan Solutions, LLC |
| SIMPLE IRA Notifications Snapshot |
Convergent Retirement Plan Solutions, LLC |
| Single Employer Defined Benefit Plan Funding and Benefit Restriction Notice Requirements: The New IRS Final Regulations |
ABA Joint Committee on Employee Benefits |
| SPARK Forum 2009 |
SPARK Institute |
| The Art and Science of Roth Conversion Optimization |
Convergent Retirement Plan Solutions, LLC |
| The ASPPA 401(k) SUMMIT |
ASPPA (American Society of Pension Professionals & Actuaries) |
| The ASPPA Cincinnati Pension Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Valuation for S Corporation ESOPs |
National Center for Employee Ownership |
| Webcast: Current Hot Topics and Solutions for Today's Retirement Plan Challenges |
National Institute of Pension Administrators |
| Webcast: Social Media and Social Networks - Why all the Fuss? |
National Institute of Pension Administrators |
| What You Need to Know as an Internal ESOP Fiduciary |
National Center for Employee Ownership |
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