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Date ▲ ▼ State Title Sponsor ▲ ▼ Fee? Continuing Education Credit Available?
Feb. 18, 2019 Florida Advanced Trustees and Administrators Institute International Foundation of Employee Benefit Plans [IFEBP] Fee is required
Feb. 19, 2019 Webcast Coverage Testing with Related Employers [2019] FIS Relius Education Fee is required CE
Feb. 19, 2019 Webcast Retirement Insights & Answers National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 19, 2019 Webcast Unwinding the Fiduciary Rule: New State Enforcement Activity, Next Steps for ERISA Counsel and Advisers Strafford Fee is required CE
Feb. 20, 2019 District of Columbia Emerging Policy Solutions to Surprise Medical Bills Brookings Institution No fee is required
Feb. 20, 2019 Tennessee Workplace Benefits Renaissance 2019 Conference Employee Benefit Adviser Fee is required
Feb. 20, 2019 Webcast HIPAA 2019 - Staying Competitive and Complying with HIPAA Global Compliance Panel Fee is required
Feb. 20, 2019 Illinois Healthy Aging: Employer Strategies that Support the Older Workforce & Covered Retirees Midwest Business Group on Health Fee is required
Feb. 20, 2019 Missouri Open Enrollment - Local Companies Share Their Experiences Worldwide Employee Benefits Network [WEB] - St. Louis Chapter Fee is required
Feb. 21, 2019 Webcast Travel Pay in 2019: When to Pay It, How to Pay It, and How to Tax It Business Management Daily Fee is required
Feb. 21, 2019 Webcast New EPCRS: Revised Application Procedure and More ERISApedia.com No fee is required CE
Feb. 21, 2019 Webcast QDROs [2019] FIS Relius Education Fee is required CE
Feb. 21, 2019 Georgia Absence & Leave: Staying Compliant Worldwide Employee Benefits Network [WEB] - Atlanta Chapter Fee is required
Feb. 21, 2019 New York DOL's Terminated Vested Participant Project Worldwide Employee Benefits Network [WEB] - New York Chapter Fee is required CE
Feb. 25, 2019 Webcast IRA Institute Ascensus Fee is required
Feb. 26, 2019 Webcast Nondiscrimination Testing for Actuaries ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
Feb. 26, 2019 Webcast ESOP Valuation Basics National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 26, 2019 Webcast Employee Benefits and Executive Compensation Reps, Warranties and Indemnification Clauses in M&A Deals Strafford Fee is required CE
Feb. 26, 2019 Texas Unique Employer Cost Containment Strategies Worldwide Employee Benefits Network [WEB] - Dallas Chapter Fee is required
Feb. 27, 2019 Webcast IRA University Ascensus Fee is required CE
Feb. 27, 2019 Webcast Planning for a Patchwork of Best Interest Standards Eversheds Sutherland No fee is required CE
Feb. 27, 2019 Webcast Are You Up-To-Date With the Latest ADA and FMLA Legal Developments? Jackson Lewis LLP No fee is required
Feb. 27, 2019 Webcast Evaluating Your Employee Health Benefits Lorman Education Services Fee is required CE
Feb. 27, 2019 Webcast Recent Developments in 403(b) Plan Litigation Multnomah Group No fee is required
Feb. 27, 2019 Massachusetts Power of Diversity and Inclusion: Today's Competitive Edge in Employee Benefits New England Employee Benefits Council Fee is required
Feb. 28, 2019 Webcast Health Plan Savings with Direct Contracting with Health Care Providers - How to Structure and Avoid Compliance Pitfalls American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Feb. 28, 2019 Webcast HSA University Ascensus Fee is required CE
Feb. 28, 2019 Webcast Top Ten Issues with Takeover Plans and Proven Techniques for Success ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Feb. 28, 2019 Webcast Leave, Leave Everywhere: What Every Employer Should Know Burnham No fee is required
Feb. 28, 2019 Webcast Helping Small Business Owners and Their Employees Save for Retirement Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Feb. 28, 2019 California DC Investment Lineup Pensions & Investments Fee is required
Mar. 1, 2019 Webcast Understanding the Revenue Implication of the Cadillac Tax EBRI [Employee Benefit Research Institute] No fee is required
Mar. 5, 2019 Webcast IRA Excess Contributions and Recharacterizations Ascensus Fee is required CE
Mar. 5, 2019 California Getting It Right - Know Your Fiduciary Responsibilities Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Mar. 5, 2019 Webcast Wellness Program Update: DOL and IRS Audits and Enforcement Activity, Removal of EEOC Regulations, and Continuing Compliance Challenges HRWebAdvisor Fee is required CE
Mar. 5, 2019 Webcast Navigating the Puerto Rico Leave Management Maze Jackson Lewis LLP No fee is required CE
Mar. 5, 2019 Webcast Communicating FInancials and Valuation to Your Participants National Center for Employee Ownership [NCEO] Fee is required CE
Mar. 5, 2019 Webcast Trading Compliance: Best Execution, Soft Dollars and Directed Brokerage National Regulatory Services [NRS] Fee is required CE
Mar. 5, 2019 Webcast Controlled Group Liability and Successor Employer Rules After PBGC v. Findlay Industries Inc. Strafford Fee is required CE
Mar. 6, 2019 Webcast QDROs: Navigating the Complexities of QDROs with Ease ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Mar. 6, 2019 Massachusetts Understanding & Managing Retirement Plan Fees New England Employee Benefits Council Fee is required
Mar. 6, 2019 Webcast HIPAA Compliance During Litigation and Discovery Strafford Fee is required CE
Mar. 7, 2019 Webcast Establishing and Amending IRAs Ascensus Fee is required CE
Mar. 7, 2019 Webcast "Leave" Your Leave Headaches Behind: Learn How to Handle, Manage, and Curb Leave Abuse Clear Law Institute Fee is required CE
Mar. 7, 2019 Webcast Understanding Fiduciary Duties and a Sweep of Anti-Fraud Provisions of the Advisers Act National Regulatory Services [NRS] Fee is required CE
Mar. 7, 2019 Massachusetts Regulatory Environments for Benefits Programs (B1) New England Employee Benefits Council Fee is required
Mar. 7, 2019 Maryland How the US Opioid Epidemic is Impacting Employers and What You Can Do to Mitigate Its Effects to Your Workforce Worldwide Employee Benefits Network [WEB] - Baltimore Chapter Fee is required
Mar. 7, 2019 Ohio Annual Legal & Regulatory Update Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter Fee is required
Mar. 10, 2019 Florida East Coast Defined Contribution Conference Pensions & Investments Fee is required
Mar. 12, 2019 Webcast Everything Roth Ascensus Fee is required CE
Mar. 12, 2019 Webcast IRA Contributions Ascensus Fee is required CE
Mar. 12, 2019 Webcast Getting It Right - Know Your Fiduciary Responsibilities: Retirement and Health Plan Sponsors - Day 1 Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Mar. 12, 2019 Massachusetts Bringing Purpose to Employees Through Your Wellness Program New England Employee Benefits Council Fee is required
Mar. 13, 2019 District of Columbia National Health Policy Conference America's Health Insurance Plans [AHIP] Fee is required
Mar. 13, 2019 Webcast Getting It Right - Know Your Fiduciary Responsibilities: Retirement and Health Plan Sponsors - Day 2 Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Mar. 13, 2019 Webcast Comparative Executive Compensation Pay Practices Lorman Education Services Fee is required CE
Mar. 14, 2019 District of Columbia National Conference on the Individual and Small Group Markets America's Health Insurance Plans [AHIP] Fee is required
Mar. 14, 2019 Webcast IRA Required Minimum Distributions Ascensus Fee is required CE
Mar. 14, 2019 Webcast Getting It Right - Know Your Fiduciary Responsibilities: Retirement and Health Plan Sponsors - Day 3 Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Mar. 14, 2019 Webcast The New CEO Pay Ratio Rule: Developments and Updates Knowledge Group Fee is required CE
Mar. 14, 2019 Ohio What's Up In Washington: Employee Benefits Legal and Regulatory Update Worldwide Employee Benefits Network [WEB] - Greater Cincinnati Chapter Fee is required
Mar. 18, 2019 Webcast Service Agreements [2019] FIS Relius Education Fee is required CE
Mar. 18, 2019 Webcast Total Compensation Statements as a Tool to Communicate Total Value Lorman Education Services Fee is required CE
Mar. 18, 2019 Georgia The DOL and more - From the DOL's Lips to our Ears Pension Education Council of Atlanta [PECA] Fee is required
Mar. 18, 2019 Webcast ERISA Fiduciary Investment Basics 2019 Practising Law Institute Fee is required CE
Mar. 19, 2019 Webcast The Cloud and Employer-Sponsored Health Plans: Definitions, Contract Issues, Business Associates, and Common Problems HRWebAdvisor Fee is required CE
Mar. 19, 2019 Webcast Anti-Kickback Safe Harbor Provisions: HHS and OIG Changes to Regulate and Restrict Remuneration Strafford Fee is required CE
Mar. 19, 2019 Webcast Multiemployer Pension Plan Withdrawal: An In-Depth Examination Strafford Fee is required CE
Mar. 20, 2019 District of Columbia 38th ECFC Annual Conference ECFC [Employers Council on Flexible Compensation] Fee is required CE
Mar. 20, 2019 Louisiana Health Benefits Laws Compliance Assistance Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Mar. 20, 2019 Webcast Legal and HR Considerations for Post-Merger Benefits Integration Eversheds Sutherland No fee is required
Mar. 20, 2019 Webcast Dealing with Participant Loan Defaults [2019] FIS Relius Education Fee is required CE
Mar. 21, 2019 Webcast Essentials for the Benefits Practitioner: An Actuarial Update for ERISA Practitioners American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Mar. 21, 2019 Wisconsin Health Policy: Keeping You in the Know, Post Elections The Alliance No fee is required
Mar. 24, 2019 California Mid-Sized Retirement & Healthcare Plan Management Conference University Conference Services Fee is required CE
Mar. 25, 2019 District of Columbia Advance Your Knowledge of Self-Directed IRAs Retirement Industry Trust Association [RITA] Fee is required
Mar. 26, 2019 Webcast Hardship Withdrawals from 401(k), 403(b) and 457(b) Plans ASC Fee is required CE
Mar. 26, 2019 Webcast IRA Distributions Ascensus Fee is required CE
Mar. 26, 2019 Webcast Disability Claims & Procedures: DOL Final Rule for Employee Benefits and Nonqualified Compensation Plans Strafford Fee is required CE
Mar. 28, 2019 Webcast Essentials for the Benefits Practitioner: What ERISA Practitioners Need to Know About Accounting for Plans American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Mar. 28, 2019 Webcast IRA Transfers and Rollovers Ascensus Fee is required CE
Apr. 2, 2019 Webcast IRA Reporting Ascensus Fee is required CE
Apr. 2, 2019 Illinois DC Investment Lineup Pensions & Investments Fee is required
Apr. 3, 2019 District of Columbia Employee Benefits Spring Update 2019 American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required
Apr. 4, 2019 District of Columbia ERISA Fiduciary Institute: Know Your Responsibilities American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Apr. 4, 2019 Texas DC Investment Lineup Pensions & Investments Fee is required
Apr. 7, 2019 District of Columbia 2019 Enrolled Actuaries Meeting Conference of Consulting Actuaries Fee is required CE
Apr. 7, 2019 Nevada 401(k) Summit National Association of Plan Advisors [NAPA] Fee is required CE
Apr. 9, 2019 New York DC Investment Lineup Pensions & Investments Fee is required
Apr. 10, 2019 Oregon Getting It Right - Know Your Fiduciary Responsibilities Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 11, 2019 Webcast Rehires in Qualified Plans ASC Fee is required CE
Apr. 11, 2019 Webcast Wellness Programs: EEOC Enforcement Actions and Complying with Federal and State Laws Lorman Education Services Fee is required CE
Apr. 11, 2019 Illinois Northern Illinois Self-Funded Employer Forum The Alliance No fee is required
Apr. 16, 2019 Webcast ERISA Benefit Plan Investment Management Agreements: Selecting 3(38) Investment Managers, Structuring the IMA Strafford Fee is required CE
Apr. 17, 2019 Webcast Multiemployer Solvency - Joint Select Committee Report Conference of Consulting Actuaries Fee is required CE
Apr. 18, 2019 Webcast Creating Multi-Generational Benefits for All Employees The Alliance No fee is required
Apr. 23, 2019 Webcast IRS Audits and DOL Investigations of Plans and TPAs ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Apr. 23, 2019 Webcast Electronic Disclosure Under ERISA: Using Websites and Email to Meet ERISA Disclosure Requirements GRC Advisory Online Fee is required
Apr. 23, 2019 Webcast Medicare and Employer-Sponsored Health Plans: Know the Rules and Avoid Problems HRWebAdvisor Fee is required CE
Apr. 25, 2019 Webcast Self-Correction of Failures Not Addressed in EPCRS ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Apr. 28, 2019 Florida Spring 2019 Compliance Conference National Regulatory Services [NRS] Fee is required CE
Apr. 28, 2019 California 2019 NIPA Annual Forum & Expo (2019NAFE) NIPA [National Institute of Pension Administrators] Fee is required CE
Apr. 30, 2019 Webcast Essentials for the Benefits Practitioner: Demystifying Executive Compensation American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Apr. 30, 2019 Florida Annual Conference PSCA [Plan Sponsor Council of America] Fee is required CE
May 1, 2019 Webcast IRA University Ascensus Fee is required CE
May 2, 2019 Webcast HSA University Ascensus Fee is required CE
May 2, 2019 District of Columbia Annual Employee Benefits Seminar Groom Law Group No fee is required
May 5, 2019 Massachusetts Mid-Sized Retirement & Healthcare Plan Management Conference University Conference Services Fee is required CE
May 7, 2019 Webcast Rollovers Between Retirement Plans and IRAs Ascensus Fee is required CE
May 7, 2019 Webcast Pension Plan Investments 2019: Current Perspectives Practising Law Institute Fee is required CE
May 9, 2019 Webcast 2019 Top 10 IRA Issues Ascensus Fee is required CE
May 13, 2019 Texas IRA Institute Ascensus Fee is required
May 14, 2019 Webcast IRA Fundamentals Ascensus Fee is required CE
May 16, 2019 Webcast IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
May 21, 2019 Webcast IRA Beneficiary Distributions - Part 2 Ascensus Fee is required CE
May 21, 2019 Wisconsin Annual Seminar: Finding the Value in High-Value Primary Care The Alliance No fee is required
May 22, 2019 Webcast Second Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 23, 2019 Webcast Building and Maintaining a Compliant IRA Program Ascensus Fee is required CE
June 6, 2019 Webcast Late Deferral / Loan Deposits and Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 13, 2019 Webcast The Other Reasons for Filing Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 18, 2019 Webcast Governmental Plans: An Overview and Analysis of Retirement Program Options ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 19, 2019 Wyoming Health Benefits Laws Compliance Assistance Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
June 20, 2019 New York Executive Compensation 2019: Strategy, Design, and Implementation American Law Institute Continuing Legal Education Group [ALI CLE] Fee is required CE
June 27, 2019 Illinois 2019 Onsite Employee Health Clinics Forum World Conference Forum Fee is required
July 10, 2019 Webcast IRA University Ascensus Fee is required CE
July 11, 2019 Webcast HSA University Ascensus Fee is required CE
July 16, 2019 Webcast IRA Legal Issues and How to Handle Them Ascensus Fee is required CE
July 16, 2019 Utah PlanSource Eclipse PlanSource Fee is required
Aug. 13, 2019 Webcast IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
Aug. 15, 2019 Webcast IRA Trust Issues and How to Handle Them Ascensus Fee is required CE
Aug. 21, 2019 Webcast The End is Near! Mastering the Art of Plan Terminations ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 22, 2019 Webcast IRA Beneficiary Distributions - Part 2 Ascensus Fee is required CE
Aug. 22, 2019 Webcast IRA Fundamentals Ascensus Fee is required CE
Sept. 2, 2019 Webcast IRA Institute Ascensus Fee is required
Sept. 5, 2019 Webcast IRA Excess Contributions and Recharacterizations Ascensus Fee is required CE
Sept. 9, 2019 Florida Ascend Conference Ascensus Fee is required CE
Sept. 17, 2019 Webcast Complex Death Claims and How to Handle Them Ascensus Fee is required CE
Sept. 18, 2019 Webcast Finding CB and DB Plan Opportunities: A Guide for DC Administrators ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Sept. 19, 2019 Webcast Everything Roth Ascensus Fee is required CE
Sept. 23, 2019 Virginia IRA Institute Ascensus Fee is required
Oct. 2, 2019 Webcast IRA University Ascensus Fee is required CE
Oct. 3, 2019 Webcast HSA University Ascensus Fee is required CE
Oct. 7, 2019 Washington Ascend Conference Ascensus Fee is required CE
Oct. 10, 2019 Webcast HSA Fundamentals Ascensus Fee is required CE
Oct. 22, 2019 Webcast HSA Advanced Concepts Ascensus Fee is required CE
Oct. 29, 2019 Webcast IRA Withholding and Getting it Right Ascensus Fee is required CE
Nov. 5, 2019 Webcast Establishing and Amending IRAs Ascensus Fee is required CE
Nov. 7, 2019 Webcast 2019 Top 10 HSA Issues Ascensus Fee is required CE
Nov. 12, 2019 Webcast IRA Contributions Ascensus Fee is required CE
Nov. 14, 2019 Webcast HSAs and Medicare Ascensus Fee is required CE
Nov. 19, 2019 Webcast Cybersecurity: What You Don't Know - and Do - Will Hurt You ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Nov. 21, 2019 Webcast IRA Transfers and Rollovers Ascensus Fee is required CE
Nov. 26, 2019 Webcast IRA Distributions Ascensus Fee is required CE
Dec. 10, 2019 Webcast IRA Reporting Ascensus Fee is required CE
Dec. 12, 2019 Webcast IRA Required Minimum Distributions Ascensus Fee is required CE

 
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