| Title |
Sponsor |
| 18th Annual IRA Academy |
PenServ, Inc. |
| 2008 Annual Conference |
NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) |
| 2008 Benefits Fair and Trade Show |
New England Employee Benefits Council |
| 2008 Chicago Advanced Pension Conference |
SunGard Relius |
| 2008 NCCMP Annual Conference |
National Coordinating Committee for Multiemployer Plans |
| 2008 Web/Telephone Seminar: Conducting Your Own Compliance Audit |
Ascensus |
| 2008 Web/Telephone Seminar: Handling IRA Legal Issues |
Ascensus |
| 2008 Web/Telephone Seminar: Introduction to 401(k)s |
Ascensus |
| 2008 Web/Telephone Seminar: Introduction to QRPs |
Ascensus |
| 2008 Web/Telephone Seminar: IRA Beneficiary Distributions |
Ascensus |
| 2008 Web/Telephone Seminar: PPA Update |
Ascensus |
| 2008 Web/Telephone Seminar: QRP Nonspouse Beneficiary Rollovers to Inherited IRAs |
Ascensus |
| 2008 Web/Telephone Seminar: Roth 401(k)/403(b) Provisions |
Ascensus |
| 2008 Web/Telephone Seminar: Roth IRA Distributions |
Ascensus |
| 2009 Health and Welfare Planning: What Should Employers Be Doing Now? |
Kilpatrick Stockton LLP |
| 22nd Annual Multiemployer Benefit Plans Seminar |
Felhaber Larson Fenlon & Vogt |
| 401(k) Automatic Deferrals and Default Investments: The Latest on ACAs, EACAs, QACAs and QDIAs |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| 401(K) Automatic Enrollment- Is It Right For Your Organization? |
Alexander Hamilton Institute |
| 401(k) Employee Communications and Enrollment Education |
WEB (Worldwide Employee Benefit Network) Atlanta Chapter |
| 401(k) Plan Workshop |
SunGard Relius |
| 401(k) Plans |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| 401(k) Safe Harbor Plans, SIMPLE Plans |
McKay Hochman Co., Inc. |
| 403(b) Plan Document Requirements and Employer Eligibility |
McKay Hochman Co., Inc. |
| 403(b) Plans: Distributions, Hardships and Loans |
McKay Hochman Co., Inc. |
| 403(b) Plans: Plan Design Concepts |
McKay Hochman Co., Inc. |
| 403(b) Plans: Qualified Plan Parity, ERISA versus non-ERISA Plans, Plan Termination |
McKay Hochman Co., Inc. |
| 403(b) Plans: Transfers, Contract Exchanges, RMD Rules |
McKay Hochman Co., Inc. |
| 403(b) Plans: Universal Availability Rules, Catch-Up Contributions, Post-severance Compensation |
McKay Hochman Co., Inc. |
| A Practical Approach to Developing a Wellness Program |
Lorman Education Services |
| ADP and ACP Testing |
McKay Hochman Co., Inc. |
| Advanced Actuarial Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Advanced Cafeteria Plans Conference 2008 |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Amending for the Final 415 Regulations |
Qualified Pension Consulting, Inc. |
| Annual Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Automatic Enrollment Arrangements |
McKay Hochman Co., Inc. |
| Back-to-Basics |
McKay Hochman Co., Inc. |
| Benefits Conference of the South |
ASPPA & IRS |
| Bob Kaplan on Plan Documents - What You Need to Know |
ASPPA Benefits Council of Delaware Valley |
| Cafeteria Plans |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Cash or Deferred Arrangement Rules, Deferrals, Catch-up and Matching |
McKay Hochman Co., Inc. |
| CFDD 2008 Advisor Conference |
Center for Due Diligence |
| COBRA Compliance for Group Health Plans |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Consumer Driven Healthcare – Is It Working? |
WEB - Chicago West |
| Coping with Benefit Cutbacks: 204(h) Notice Requirements from Regulatory and Litigation Persepectives |
ABA Joint Committee on Employee Benefits |
| Corrective Distributions and 1099-R Reporting |
McKay Hochman Co., Inc. |
| Default Investments in 401(k) Plans: Lessons Learned |
ABA Joint Committee on Employee Benefits |
| Designated Roth Accounts, Overview of Cross-testing Rules |
McKay Hochman Co., Inc. |
| Designing Sales Compensation Plans That Motivate And Get Results |
HRcertification.com |
| DOL Speaks: The 2008 Employee Benefits Conference |
ASPPA (American Society of Pension Professionals & Actuaries) |
| DOL Speaks:The 2008 Employee Benefits Conference |
ASPPA & DOL |
| Employee Benefits Conference |
Foundation for Accounting Education |
| Employee Benefits Conference |
Illinois CPA Society |
| Employee Benefits Conference: Strategic Directions |
Employers Association, Inc. |
| ERISA Compliance for Health & Welfare Plans |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| ERISA Legal Update & Fiduciary Responsibility Webcast |
Davidson Marketing Group -- FutureOffice Network |
| Fixing the Most Common 401(k) Blunders: The Dirty Dozen |
SunGard Relius |
| Form 5500 for Health and Welfare Plans: A Guided Tour for Employers, Form 5500 Preparers, and Advisors |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Form 5500 Workshop |
SunGard Corbel |
| Form 5500 Workshop |
SunGard Relius |
| Form 5500- With a Twist! |
ASPPA Benefits Council (ABC) of New England |
| Fundamentals of 401(k) and Other Qualified Plans Workshop |
SunGard Relius |
| Health & Welfare Plan Management for Mid-Sized Employers |
University Conference Services |
| Health & Welfare Web Seminar: FLEX 101- What You Need to Know About Flexible Spending Accounts and Section 125 Plus Regulatory Updates |
TRI-AD |
Health and Welfare Plan Record Retention and Document Disclosures
|
Lorman Education Services |
| HIPAA and Other Health Benefits Laws Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| HIPAA Portability, Privacy & Security |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
Hot Topics and Trends in Employee Benefits 2008
All Day Forum with Separate Tracks for Health/Welfare and Retirement/Pension Plans |
Capital Chapter ISCEBS |
| HSAs, HRAs, and Consumer-Driven Health Care |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Integrated Benefits Institute and National Business Coalition on Health’s 2009 Health & Productivity Forum |
Integrated Benefits Institute |
| Integrated Benefits Institute and National Business Coalition on Health’s 2009 Health & Productivity Forum |
National Business Coalition on Health |
| It’s Time to Take Another Look at HIPAA Security Webcast |
International Foundation of Employee Benefit Plans |
| Loans to Participants and Beneficiaries |
Qualified Pension Consulting, Inc. |
| Managing in an Employee-Owned Company |
Beyster Institute |
| Mid-Atlantic Benefits Conference |
ASPPA & IRS |
| National Business Coalition on Health 13th Annual Conference |
National Business Coalition on Health |
| Northeast Area Benefits Conference |
ASPPA & IRS |
| Online Total Reward: The Challenge of Going Global Workshop |
Buck Consultants, an ACS Company |
| Participant Loans |
McKay Hochman Co., Inc. |
| PenServ Annual Conference |
PenServ, Inc. |
| Pension Focus 2008 |
Pension Focus |
| Planning for Open Enrollment: Compliance Solutions for Cafeteria Plans and Component Benefits |
Employee Benefits Institute of America (EBIA)/Thomson Tax & Accounting |
| Predictive Modeling Web Summit 2008 |
Healthcare Web Summit |
| QDIA and 401(k) Disclosures |
McKay Hochman Co., Inc. |
| QDIA: What a Plan Sponsor Really Needs to Know Webcast |
International Foundation of Employee Benefit Plans |
| QOSA: The QJSA Alternative |
Qualified Pension Consulting, Inc. |
| Qualified Plan Deceased Payments, Beneficiary Rules and Issues |
McKay Hochman Co., Inc. |
| Recognizing and Addressing COBRA |
Lorman Education Services |
| Retiree Medical Spending Accounts (RMSAs) and Other Innovative Retiree Medical Designs - Webcast |
Employers Council on Flexible Compensation (ECFC) |
| Retirement Plan Insights |
McKay Hochman Co., Inc. |
| Retirement Web Seminar: Using the Best of Defined Benefit Plan Philosophy to Enhance Your 401(k) Plan |
TRI-AD |
Return on Investment for Wellness Programs
|
Lorman Education Services |
ROI of Incentive Compensation
|
Buck Consultants, an ACS Company |
| SPARK Accredited Retirement Plan Consultant (ARPC) 1-Day Classroom Session |
SPARK -- Society of Professional Asset-Managers and Record Keepers |
| The 3rd Annual Forum for Hospitals and Health Systems on Captives and Alternative Risk Financing for Medical Liability |
The Center for Business Intelligence |
| The 401(k) SUMMIT |
ASPPA (American Society of Pension Professionals & Actuaries) |
| The 401k Service Training Program™ Accredited by Robert Morris University -- June 9-10, 2008 |
Financial Service Standards, LLC |
| The Deloitte Tax LLP Inaugural Compensation & Benefits Symposium - Compensation and Benefits Strategies |
Deloitte |
| The Final 415 Regs: Not Just for Defined Benefit Plans |
Qualified Pension Consulting, Inc. |
| Using Technology and Partnerships to Communicate Total Rewards Workshop |
Buck Consultants, an ACS Company |
| Washington Legislative Update |
International Foundation of Employee Benefit Plans |
| Western Benefits Conference |
ASPPA and WP&BC |
| Women Business Leaders Forum |
ASPPA (American Society of Pension Professionals & Actuaries) |
| WorldatWork Total Rewards Conference & Exhibition 2008 |
WorldatWork |
| “Getting It Right – Know Your Fiduciary Responsibilities,” - Free Compliance Assistance Seminar |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
