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Date Title Sponsor Fee? Continuing Education Credit Available?
July 15, 2016 Understanding Error Reports for ACA Information Returns IRS [Internal Revenue Service] No fee is required
July 14, 2016 New Final Wellness Program Regulations: Compliance Requirements Clarified, Finally! ABD Insurance & Financial Services No fee is required
July 14, 2016 When ERISA Meets Private Equity: What Advisors to Plans, Funds and Investors Should Consider before Closing the Deal American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required
July 14, 2016 How to Prepare for a Privacy/Breach OCR Audit or Investigation Clearwater Compliance No fee is required
July 12, 2016 Opportunity is Knocking: How Benefits Lay the Groundwork for a Thriving Workplace PlanSource No fee is required
July 12, 2016 Pension Protection Act 10 Years Later U.S. Chamber of Commerce No fee is required
July 11, 2016 Fundamentals Series 15: Participant Disclosure FIS Relius Education Fee is required
July 7, 2016 Fixing Broken Retirement Plans Clear Law Institute Fee is required CE
June 30, 2016 Reverse Churning and How the DOL Addresses the Problem Under the New Fiduciary Rule fi360 No fee is required
June 30, 2016 Operational Impact of Fiduciary Rule Changes Roland|Criss Fiduciary Services No fee is required
June 29, 2016 Urgency for Financial Wellness Benefits in the Workplace Benefitfocus No fee is required
June 29, 2016 The Do's and Don'ts of Wellness Programs: Does Your Wellness Program Need a Check-up? Husch Blackwell No fee is required
June 29, 2016 Retirement Plans in the Courtroom: What Plan Sponsors Need to Know Segal Consulting No fee is required
June 28, 2016 Compliance Bootcamp: Pay or Play, Part II – Avoid ACA Fines and Penalties in 2016 and Beyond Corporate Synergies No fee is required
June 23, 2016 OCR Begins New Phase of HIPAA Audits Frenkel Benefits, LLC No fee is required
June 23, 2016 Rural ACOs in 2016: Challenges, Opportunities, Insights and Experiences HealthcareWebSummit Fee is required
June 23, 2016 Getting Ahead of the Curve: Helping Trustees Manage Pension Plan Risk in a Changing World Segal Consulting No fee is required
June 22, 2016 Domestic Partner and Same-Sex Spousal Benefits after Obergefell and Windsor Celesq AttorneysEd Center Fee is required CE
June 17, 2016 DOL Fiduciary Rule Overview West LegalEdcenter Fee is required CE
June 16, 2016 Update on Fiduciary Requirements ASC Fee is required CE
June 14, 2016 Inherited IRAs: What You Must Know American Bar Association [ABA] Fee is required
June 14, 2016 Second-Stage ESOP Transactions National Center for Employee Ownership [NCEO] Fee is required
June 13, 2016 Fundamentals Series 14: Fiduciary Requirements FIS Relius Education Fee is required
June 10, 2016 Winning With Wellness Mercer No fee is required
June 9, 2016 Roadmap to DB Plan Termination: From “Frozen” to "Done" Conduent No fee is required
June 9, 2016 Role of Private Plans in Medicare RAND Corporation No fee is required
June 8, 2016 Decision 2016: Which Path will you Elect to Go?" Dietrich & Associates, Inc. No fee is required
June 8, 2016 Compensation Planning for Tax-Exempt Entities: Navigating IRC Section 457(f) Trucker Huss No fee is required
June 7, 2016 HCEs: Digging Deeper FIS Relius Education Fee is required
June 6, 2016 Fundamentals Series 13: Roth Contributions and Taxation and Distributions: 401(k) Plans FIS Relius Education Fee is required
June 6, 2016 Develop a Strong Parental Leave Policy Lorman Education Services Fee is required CE
June 2, 2016 Final Fiduciary Regulations, Part 2: Navigating the BIC and more FIS Relius Education Fee is required
June 2, 2016 Accumulated Sick and Vacation Pay Deferred to 403(b) or 457(b) Plans IRS [Internal Revenue Service] No fee is required
June 1, 2016 Mitigating the Impact of Healthcare Reform Fees & Taxes Hill, Chesson & Woody No fee is required
May 31, 2016 403(b) and 457(b) Plan Documents FIS Relius Education Fee is required
May 26, 2016 Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor? FIS Relius Education Fee is required
May 26, 2016 Plan Affordability Under the ACA Frenkel Benefits, LLC No fee is required
May 25, 2016 Negotiating and Drafting Successful Executive Employment Agreements American Law Institute Continuing Legal Education Group [ALI CLE] Fee is required CE
May 24, 2016 Practical Corrections Series 06: Testing Failures: ADP/ACP, 415, 402(g) FIS Relius Education Fee is required
May 23, 2016 Communication Plans that Drive Enrollment, Satisfaction, and Engagement ConnectYourCare No fee is required
May 23, 2016 Fundamentals Series 12: Participant Loans FIS Relius Education Fee is required
May 19, 2016 Understanding the Universal Availability Rules in a 403(b) Retirement Plan IRS [Internal Revenue Service] No fee is required
May 19, 2016 What to Expect When You're Requesting: Investment Advisor RFPs and Due Diligence University Conference Services No fee is required
May 19, 2016 Forum for Financial Institution Directors: Federal Financial Agencies Propose New Regulations on Executive Compensation Winston & Strawn No fee is required
May 18, 2016 Open Enrollment Prep: Success Starts with Science Benefitfocus No fee is required
May 18, 2016 DOL Update and Motivating Millennials RSM US LLP No fee is required
May 17, 2016 Practical Corrections Series 05: Plan Loan Failures FIS Relius Education Fee is required
May 16, 2016 Following Best Practices of ERISA at Public Universities Cammack Retirement Group No fee is required
May 12, 2016 New DOL Fiduciary Rule and Your 401(k) Plan: Cutting the Chase – What You Need to Know ABD Insurance & Financial Services No fee is required
May 12, 2016 Absence & Disability Administration Outsourcing: Who, What, Why Conduent No fee is required
May 12, 2016 DOL’s Final Regulation and Prohibited Transaction Exemptions: Impact on Distributions and Rollovers Insured Retirement Institute [IRI] No fee is required
May 10, 2016 ERISA Benefit Plans: Addressing and Preventing a Data Breach Lorman Education Services Fee is required
May 9, 2016 Affordable Care Act Information Returns Corrections Process IRS [Internal Revenue Service] No fee is required
May 1, 2016 Trends in 2015 Pension Fund Data Committee on Investment of Employee Benefit Assets [CIEBA] No fee is required
Apr. 29, 2016 Savings Fitness: Budgeting Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 29, 2016 Savings Fitness: Debt Management Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 29, 2016 Savings Fitness: Determining a Target Retirement Saving Rate Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 29, 2016 Savings Fitness: Setting Financial Goals Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 28, 2016 Daunting, but Doable: Preparing for the Next Round of HIPAA Audits McAfee & Taft No fee is required
Apr. 27, 2016 Employee FMLA Certifications: Practical Rules to Avoid Legal Mistakes Online Compliance Panel Fee is required
Apr. 20, 2016 Department of Labor’s Final Fiduciary Rule is Here – A First Look for Plan Sponsors Trucker Huss No fee is required
Apr. 20, 2016 Benefits Strategies for 2016 and Beyond: Case Studies of Top Performing Employers University Conference Services No fee is required
Apr. 19, 2016 Interaction of Health Care Reform with Other Laws in 2016 and 2017 Lorman Education Services Fee is required
Apr. 15, 2016 Value-Based Pricing for Prescription Drugs: Opportunities and Challenges Alliance for Health Policy No fee is required
Apr. 8, 2016 Uncovering Coverage Gaps in Your Benefits Program Benefitfocus No fee is required
Apr. 8, 2016 How to Make the Most of Your Firm's Qualified High Deductible Health Plan Lorman Education Services Fee is required
Apr. 8, 2016 Target Date Funds -- The Looming Liability of Misfit Risk University Conference Services No fee is required
Apr. 6, 2016 Affordable Care Act: Employer Shared Responsibility IRS [Internal Revenue Service] No fee is required
Apr. 5, 2016 OCR Launches HIPAA Phase 2 Audits: Are you Prepared? Morgan Lewis No fee is required CE
Mar. 30, 2016 Applicable Large Employers Information Return Requirements (IRC 6056) for Tax Year 2015 IRS [Internal Revenue Service] No fee is required
Mar. 30, 2016 Understanding the Dilemma: An Introduction to Withdrawal Liability Jackson Lewis LLP No fee is required
Mar. 29, 2016 Bending the Trend: Strategies to Manage Your Pharmacy Benefit Conduent No fee is required
Mar. 29, 2016 Practical Corrections Web Series - Part 01: Elective Deferral Failures FIS Relius Education Fee is required
Mar. 29, 2016 Affordable Care Act: Information Reporting by Providers of Minimum Essential Coverage IRS [Internal Revenue Service] No fee is required
Mar. 29, 2016 Affordable Care Act: Information Reporting Requirements for Providers of Minimum Essential Coverage IRS [Internal Revenue Service] No fee is required
Mar. 29, 2016 Developing an Effective ESOP Company Board of Directors National Center for Employee Ownership [NCEO] Fee is required
Mar. 24, 2016 ACA Potluck (IRS Notice 2015-87): IRS Provides Full Serving of New ACA Guidance ABD Insurance & Financial Services No fee is required
Mar. 24, 2016 ACA & Benefits Compliance Update Frenkel Benefits, LLC No fee is required
Mar. 22, 2016 Pension Annuity Settlements: Why Are There So Many People Involved? Aon Hewitt No fee is required
Mar. 22, 2016 Turning Data into Dollar-Saving Decisions Benefitfocus No fee is required
Mar. 22, 2016 Cross-testing Forecast: Clouds Overhead! FIS Relius Education Fee is required
Mar. 17, 2016 PBGC Reportable Events: What You Need to Know About the New Rules Lorman Education Services Fee is required
Mar. 16, 2016 Emerging Litigation in DC Space Committee on Investment of Employee Benefit Assets [CIEBA] No fee is required
Mar. 15, 2016 Church Plans: The Retirement Benefits Are Better Than Ever FIS Relius Education Fee is required
Mar. 8, 2016 MEPs, IRAs, and More: DOL Guidance on State Plans FIS Relius Education Fee is required
Mar. 8, 2016 ESOP Accounting: By the ESOP National Center for Employee Ownership [NCEO] Fee is required
Mar. 1, 2016 Multiple Employer Plans: How MEPs Work for Private Employers FIS Relius Education Fee is required
Mar. 1, 2016 ESOP Accounting: By the Plan Sponsor National Center for Employee Ownership [NCEO] Fee is required
Feb. 29, 2016 Employee Handbooks 101 Clear Law Institute Fee is required CE
Feb. 28, 2016 Demystifying Digital Health Benefitfocus No fee is required
Feb. 25, 2016 Investment Plans and Related Fiduciary Duties: What You Need to Know and New Changes Post Tibble American Law Institute Continuing Legal Education Group [ALI CLE] Fee is required CE
Feb. 25, 2016 End of the Favorable Determination Letter Cycle Submission: How to Prepare for Retirement Plan Compliance Conduent No fee is required
Feb. 25, 2016 Social Security and Why We Truly May Be Facing a Retirement Crisis fi360 No fee is required
Feb. 25, 2016 EEOC Wellness Regulations Frenkel Benefits, LLC No fee is required
Feb. 25, 2016 Plan Benchmarking. Why is it Important to Evaluate your Plan? RSM US LLP No fee is required
Feb. 24, 2016 fi360 Fiduciary: Class Action Lawsuits Against Fiduciary and 401(k) Plans fi360 No fee is required
Feb. 24, 2016 fi360 Fiduciary: SEC Retirement Targeted Industry Reviews and Examinations Initiative fi360 No fee is required
Feb. 24, 2016 Five Conversations You Should Be Having About the Cadillac Tax Tango Health No fee is required
Feb. 23, 2016 Winning Strategies for Selecting Retirement Plan Investment Options Multnomah Group No fee is required
Feb. 18, 2016 Highlights of the 2015 Cumulative List of Changes for Retirement Plans IRS [Internal Revenue Service] No fee is required
Feb. 17, 2016 Safe Harbor Midyear Amendments: Yes You Can! FIS Relius Education Fee is required
Feb. 12, 2016 Top 5 Employee Benefit Trends for 2016 Lorman Education Services Fee is required
Feb. 5, 2016 Private Retirement Benefits in the 21st Century: Achieving Retirement Security U.S. Chamber of Commerce No fee is required
Feb. 3, 2016 Optimize Benefits Cost Management for Your Organization in 2016 Business Insurance No fee is required
Feb. 3, 2016 Documenting Hardships Distributions and Participant Loans FIS Relius Education Fee is required
Feb. 2, 2016 How to Help Your Employees Keep Their New Year's Resolution Benefitfocus No fee is required
Feb. 2, 2016 Keeping Your Mind on Money While Listening to Matters of the Heart: Fiduciary Heuristics for ESG Investing fi360 No fee is required
Feb. 2, 2016 401(k) Testing Techniques FIS Relius Education Fee is required
Jan. 28, 2016 Legislative Outlook for 2016 Conduent No fee is required
Jan. 28, 2016 ACA 1094/1095 Reporting Details Frenkel Benefits, LLC No fee is required
Jan. 28, 2016 Weight Loss at the Workplace: Legal Issues in Reducing Health Care Costs and Promoting Wellness Lorman Education Services Fee is required
Jan. 27, 2016 Healthcare Reform: Lessons Learned Conference of Consulting Actuaries Fee is required CE
Jan. 27, 2016 Making Incentive Stock Options Work for Your Company Lorman Education Services Fee is required
Jan. 27, 2016 Evaluating Target Date Funds Multnomah Group No fee is required
Jan. 26, 2016 Look into the Crystal Ball: How Retirement Plans and Financial Well-Being Programs will Evolve in 2016 Aon Corporation No fee is required
Jan. 26, 2016 Inheriting an IRA or Employer-Sponsored Retirement Plan Lorman Education Services Fee is required
Jan. 22, 2016 fi360 Fiduciary Talk: Recent Trends in Socially Responsible Investing fi360 No fee is required
Jan. 21, 2016 2015 Employee Benefits Year in Review -- and What's Coming for 2016! ABD Insurance & Financial Services No fee is required
Jan. 21, 2016 14th Annual Future Care Summit HealthcareWebSummit Fee is required
Jan. 20, 2016 Role of the Small Employer in the Affordable Care Act Hill, Chesson & Woody No fee is required
Jan. 20, 2016 Introduction to Qualified Tuition Programs (529 Plans) Lorman Education Services Fee is required
Dec. 28, 2015 ERISA 06: A Review of the ASPPA IRS Q&A Discussion FIS Relius Education Fee is required
Dec. 21, 2015 ERISA 05: Eligibility FAQs FIS Relius Education Fee is required
Dec. 18, 2015 Ethics FIS Relius Education Fee is required
Dec. 17, 2015 2015 Regulatory Wrap-Up and a Look Forward to 2016 Frenkel Benefits, LLC No fee is required
Dec. 16, 2015 Pension Protection Act (PPA) Webinar Benefit Resources, Inc. No fee is required
Dec. 16, 2015 High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs) Trucker Huss No fee is required
Dec. 15, 2015 HIPAA Compliance Audits: New Protocols and Requirements MentorHealth Fee is required
Dec. 14, 2015 Controlling Health Care Costs With Self-Funded Plan Options Lorman Education Services Fee is required
Dec. 11, 2015 ERISA 04: Current Developments and the IRS LESE Project FIS Relius Education Fee is required
Dec. 10, 2015 Underbelly of Benefits Administration and Technology: Five Questions That Make You Go "Hmmmmmm" Business Insurance No fee is required
Dec. 10, 2015 Sixth Annual Accountable Care Summit HealthcareWebSummit Fee is required
Dec. 9, 2015 Money Market Fund Reform - It's Not Just About Your 401k Money Fund Option Committee on Investment of Employee Benefit Assets [CIEBA] No fee is required
Dec. 9, 2015 Defined Contribution Recordkeeping Fee Models & Fee Benchmarking Multnomah Group No fee is required
Dec. 8, 2015 Safe Harbor 401(k) Plans - A Three-Part Program FIS Relius Education Fee is required
Dec. 4, 2015 ERISA 03: Affiliated Service Groups FIS Relius Education Fee is required
Dec. 3, 2015 Cadillac Tax Part I: Fight the Future (2018) ABD Insurance & Financial Services No fee is required
Dec. 3, 2015 Understanding Your Summary Plan Descriptions Lorman Education Services Fee is required
Nov. 30, 2015 Advanced Cross-Tested Plans Techniques - A 2-Part Program FIS Relius Education Fee is required
Nov. 20, 2015 ERISA 02: FAQs Regarding Restatements and Individually Designed Plans (IDPs) [2015] FIS Relius Education Fee is required
Nov. 19, 2015 Pension Administration Best Practices Benefit Resources, Inc. No fee is required
Nov. 18, 2015 2016 Pension Update: Change is Constant. Now What? Findley Davies, Inc. No fee is required
Nov. 17, 2015 Will Savers Benefits? Stand up for Better Advice, More Choices, and Increased Savings U.S. Chamber of Commerce No fee is required
Nov. 13, 2015 ERISA 01: Correcting Elective Deferral Failures [2015] FIS Relius Education Fee is required
Nov. 12, 2015 Understanding Reasonableness and Using Benchmarking to Avoid the Race to the Bottom fi360 No fee is required
Nov. 11, 2015 Recognizing and Addressing COBRA Lorman Education Services Fee is required
Nov. 11, 2015 Generics -- Anything But Generic! Understanding the Unknowns and Pricing of Generic Drugs University Conference Services No fee is required
Nov. 9, 2015 Developing an Effective Financial Wellness Program Lorman Education Services Fee is required
Nov. 4, 2015 2016 Pension Plan Risk Strategies -- Save Cost, Improve Funding, Reduce Risk University Conference Services No fee is required
Nov. 3, 2015 Affordable Care Act Employer Reporting Requirements Kennerly, Montgomery & Finley, P.C. No fee is required
Nov. 3, 2015 Serving as an Internal ESOP Fiduciary: Essential Knowledge and Skills National Center for Employee Ownership [NCEO] Fee is required
Nov. 2, 2015 Fundamentals of Cross Tested Plans - Part 1 FIS Relius Education Fee is required
Oct. 28, 2015 HIPAA and Group Health Plans: 8 Things Employers Need to Know Hill, Chesson & Woody No fee is required
Oct. 28, 2015 Conducting a Vendor Search Multnomah Group No fee is required
Oct. 27, 2015 Drafting and Managing a Fair and Compliant Tuition Assistance Program Lorman Education Services Fee is required
Oct. 26, 2015 fi360 Fiduciary Talk: Robo Advice and the Fiduciary Duty of Due Care fi360 No fee is required
Oct. 26, 2015 HIPAA Compliance Audits: New Protocols and Requirements MentorHealth Fee is required
Oct. 21, 2015 Strategies to Control Specialty Drug Costs University Conference Services No fee is required
Oct. 20, 2015 Open-Enrollment Season: Tips for Employers Educating Employees Lorman Education Services Fee is required
Oct. 16, 2015 Large Buyout Activity Headed For Another Big Year Mercer No fee is required
Oct. 15, 2015 Developments in Healthcare Reform: 5 ACA Developments, 2 Court Rulings and a Lawsuit Corporate Synergies No fee is required
Oct. 15, 2015 An Update on the DOL's Fiduciary Rule Proposal fi360 No fee is required
Oct. 15, 2015 Top 10 HIPAA Compliance Issues: Tackling the Most Likely Issues to Land You in Hot Water MentorHealth Fee is required
Oct. 14, 2015 Get Ready for 2016: Avoid Getting Stuck in the Mud with ACA Reporting Employee Benefit News No fee is required
Oct. 8, 2015 Staying Ahead of the Curve: Interview with Dr. Shlomo Benartzi, Part I - Save More Tomorrow Insights and Accumulation Cammack Retirement Group No fee is required
Oct. 8, 2015 Staying Ahead of the Curve: Interview with Dr. Shlomo Benartzi, Part II - The Decumulation Challenge Cammack Retirement Group No fee is required
Oct. 7, 2015 Are New Directions Needed in State Retirement Policy? Brookings Institution No fee is required
Oct. 6, 2015 ESOPs: Preparing Your Employees for Retirement National Center for Employee Ownership [NCEO] Fee is required
Sept. 30, 2015 2015 Retirement Plan Regulatory Update Multnomah Group No fee is required
Sept. 29, 2015 Market Volatility: Answering Your Questions Manning & Napier, Inc. No fee is required
Sept. 27, 2015 2015 NAGDCA Annual Conference: Rev Up Your Retirement - Videos and Presentation Materials National Association of Government Defined Contribution Administrators [NAGDCA] No fee is required
Sept. 25, 2015 RMDs FIS Relius Education Fee is required
Sept. 24, 2015 Summary of Benefits and Coverage: Reviewing the SBC Content and Distribution Rules (Plus 2016 Updates!) ABD Insurance & Financial Services No fee is required
Sept. 24, 2015 Fiduciary Talk: Auto-IRAs: Taxes and Fiduciary Liability fi360 No fee is required
Sept. 23, 2015 Public Health Exchanges and Consumer Engagement HealthcareWebSummit Fee is required
Sept. 22, 2015 Plan Sponsor Basics: Retirement Plan Correction Issues Morgan Lewis No fee is required CE
Sept. 16, 2015 Hot Topics in Employee Benefits: Developments in Employee Benefits and Executive Compensation Morgan Lewis No fee is required CE
Sept. 15, 2015 Dealing with Employee Abuse of ADA and FMLA Clear Law Institute Fee is required CE
Sept. 11, 2015 Strategies to Increase Participants FIS Relius Education Fee is required
Sept. 10, 2015 fi360 Fiduciary Talk: Public Officials: Fiduciary or Not? fi360 No fee is required
Sept. 9, 2015 Viewing Healthcare through a Finance and Fiduciary Lens fi360 No fee is required
Sept. 1, 2015 Census Collection can be Easy - See How! ASC No fee is required CE
Aug. 27, 2015 Distributions, Taxation & After-Tax Contributions FIS Relius Education Fee is required
Aug. 26, 2015 Next Generation of Pension Risk Management Strategies Aon Hewitt No fee is required
Aug. 26, 2015 Mergers, Acquisitions, and Plans: Oh My! Multnomah Group No fee is required
Aug. 21, 2015 Data Mining Form 5500 WithumSmith+Brown No fee is required
Aug. 13, 2015 Dodd-Frank Executive Compensation Update—Rounding the Final Turn? Winston & Strawn No fee is required
Aug. 12, 2015 Understanding Risk from a Fiduciary and Behavioral Standpoint fi360 No fee is required
Aug. 3, 2015 Who’s the Employer/ee? 05: Consequences of Related Employers FIS Relius Education Fee is required
July 27, 2015 Who’s the Employer/ee? 04: Testing for Related Employers FIS Relius Education Fee is required
July 23, 2015 Advanced Cross-Testing ASC Fee is required CE
July 22, 2015 Excepted Benefits Hill, Chesson & Woody No fee is required
July 16, 2015 Affordable Care Act – Compliance Challenges for Employers Winston & Strawn No fee is required
July 15, 2015 SEC Mandated Money Market Funds Changes – Critical Information for Plan Advisers and Fiduciaries Reliance Trust No fee is required
July 14, 2015 Easy Low-cost Ways to Start Your Small Business Retirement Plan IRS [Internal Revenue Service] No fee is required
July 13, 2015 Who’s the Employer/ee? 03: Identifying Related Employers FIS Relius Education Fee is required
July 10, 2015 QDROs FIS Relius Education Fee is required
July 8, 2015 Secret to Success with Voluntary Benefits Benefitfocus No fee is required
July 7, 2015 How Obergefell v. Hodges Ruling Can Impact Your Employee Benefit Plans Aon Corporation No fee is required
July 6, 2015 Who’s the Employer/ee? 02: Shared / Leased Employees FIS Relius Education Fee is required

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