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Webcasts and Conferences

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Upcoming Webcasts and Conferences

Begins on Location Title Fee? Continuing Ed
Apr. 25, 2019 Webcast Breaking up is Hard to Do: Terminating Your Relationship with a Client No fee required
May 23, 2019 Webcast Lessons from Recent Litigation for TPAs and Plan Sponsors No fee required

Recorded Webcasts

Recorded on Title Fee? Continuing Ed
Mar. 19, 2019 403(b) Universal Availability No fee required
Feb. 21, 2019 New EPCRS: Revised Application Procedure and More No fee required
June 25, 2018 401(k) Plan Corrections - Correcting the Top Ten 401(k) Plan Errors No fee required
May 30, 2018 Coming to Grips with Qualified Business Income No fee required
Apr. 25, 2018 Correcting Elective Deferral Failures No fee required
Apr. 10, 2018 Ethics Doesn't Have to Be Boring No fee required
Feb. 13, 2018 Covering Coverage - From A to Z No fee required
Dec. 19, 2017 Participant Loan Failures: Self-Correction vs. VCP Correction No fee required
Nov. 16, 2017 Coverage and Nondiscrimination Testing with Related Employers No fee required
Nov. 8, 2017 TPA and 401(k) Advisor Business Development Plan Creation No fee required
Oct. 31, 2017 Common Problems in Mergers & Acquisitions No fee required
Sept. 19, 2017 What a Relief: Disaster Assistance for Retirement Plans No fee required
Sept. 14, 2017 Plan Data Intelligence ReSource with Benchmarking - A Strategic Tool for Building Your Book of Business No fee required
Aug. 17, 2017 5500 Update No fee required
Aug. 15, 2017 EPCRS Part II - Correction Tips and Tricks No fee required
June 28, 2017 Developing Relationships With 401(k) Financial Advisors No fee required
June 28, 2017 Fee Litigation - Fiduciary Lessons for Financial Advisors No fee required
May 25, 2017 5500 Update No fee required
Apr. 11, 2017 EPCRS Part I - Overview and Update No fee required
Jan. 26, 2017 A Practical Guide to ERISA Research No fee required
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