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Date State Title Sponsor Fee? Continuing Education Credit Available?
May 22, 2019 Pennsylvania Form 5500 Updates / An Update on What's Happening in Retirement ASPPA Benefits Council [ABC] of Western PA Fee is required CE
May 22, 2019 Webcast Second Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 22, 2019 Webcast Understanding The Integration Of FMLA, WC, Disability And COBRA Time Lines HRTrainingCenter.com Fee is required
May 22, 2019 Webcast Understanding Fiduciary Duty: Hiring a Service Provider Multnomah Group No fee is required
May 22, 2019 Webcast ERISA Litigation Prevention and Defense: RFPs, Record Keeping, Revenue Sharing, Defending Against Class Actions Strafford Fee is required CE
May 23, 2019 Webcast Building and Maintaining a Compliant IRA Program Ascensus Fee is required CE
May 23, 2019 Webcast CSR Data Submission for Benefit Year 2018 and Benefit Year 2017 Restatements Centers for Medicare & Medicaid Services [CMS] No fee is required
May 23, 2019 Webcast Mental Health Parity Compliance Assistance Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
May 23, 2019 Webcast Lessons from Recent Litigation for TPAs and Plan Sponsors ERISApedia.com No fee is required CE
May 23, 2019 North Carolina Form 5500 Workshop FIS Relius Education Fee is required CE
May 23, 2019 Webcast Everything Employers Need to Know about Massachusetts Paid Family and Medical Leave Fisher & Phillips LLP No fee is required
May 23, 2019 Webcast New ERISA Regulations for Disability Claims and Appeals Lorman Education Services Fee is required CE
May 23, 2019 Michigan FMLA Basics Miller Johnson Fee is required CE
May 23, 2019 Webcast New and Improved Self-Correction Alternatives Under EPCRS Trucker Huss No fee is required CE
May 24, 2019 North Carolina ERISA Workshop FIS Relius Education Fee is required CE
May 28, 2019 Webcast CSR Data Submission for Benefit Year 2018 and Benefit Year 2017 Restatements Centers for Medicare & Medicaid Services [CMS] No fee is required
May 28, 2019 Webcast Breaks in Service & Rehired Employees [2019] FIS Relius Education Fee is required CE
May 28, 2019 Webcast ESOP Distribution Policies National Center for Employee Ownership [NCEO] Fee is required CE
May 29, 2019 Webcast Enrollment in HSA-Eligible Health Plans: Slow and Steady Growth Continued Into 2018 EBRI [Employee Benefit Research Institute] No fee is required
May 29, 2019 Webcast Creating Executive Compensation Arrangements that Comply with California Law Jackson Lewis LLP Fee is required CE
May 30, 2019 Webcast Financial Wellness - Negotiating Lower Plan Fees Burnham No fee is required
May 30, 2019 Webcast CSR Data Submission for Benefit Year 2018 and Benefit Year 2017 Restatements Centers for Medicare & Medicaid Services [CMS] No fee is required
May 30, 2019 Oregon Form 5500 Workshop FIS Relius Education Fee is required CE
May 30, 2019 Webcast Group Health Plan Laws: Compliance Alphabet Soup Lorman Education Services Fee is required CE
May 30, 2019 Texas Financial Stress in America: The Cost to Companies and Their Employees Qualified Plan Advisors No fee is required CE
May 30, 2019 Webcast Cross-Plan Offsetting and ERISA Compliance: Avoiding Participant Claims, Ramifications of Recent Court Decisions Strafford Fee is required CE
May 31, 2019 Oregon ERISA Workshop FIS Relius Education Fee is required CE
June 3, 2019 Webcast Designing Matching Contributions That Work [2019] FIS Relius Education Fee is required CE
June 4, 2019 Webcast Deferring Taxation Using the Section 1042 "Rollover" National Center for Employee Ownership [NCEO] Fee is required CE
June 4, 2019 Webcast Cash Balance Plans for Partnerships Society of Actuaries Fee is required
June 4, 2019 Virginia SPARK National Conference SPARK Institute Fee is required CE
June 4, 2019 Webcast Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel Strafford Fee is required CE
June 4, 2019 Illinois Mid-Sized Retirement & Healthcare Plan Management Conference University Conference Services Fee is required CE
June 5, 2019 District of Columbia ERISA Basics National Institute American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
June 5, 2019 Michigan Getting It Right - Know Your Fiduciary Responsibilities Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
June 5, 2019 Illinois Fundamentals of 401(k) and Other Qualified Plans FIS Relius Education Fee is required CE
June 5, 2019 Webcast Biometrics: Incorporating Health Risk Assessments and Outcome Based Wellness Incentives Into Your Health Plan Lorman Education Services Fee is required CE
June 5, 2019 California Capital Forum on Pensions Western Pension & Benefits Council - Sacramento Chapter 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 6, 2019 Minnesota Employee Health and Welfare Benefits Forum Dorsey & Whitney LLP No fee is required CE
June 6, 2019 Massachusetts Health and Welfare Plans: Plan Types and Administration New England Employee Benefits Council [NEEBC] Fee is required
June 10, 2019 Webcast Elapsed Time Method: A Help or a Hindrance? [2019] FIS Relius Education Fee is required CE
June 11, 2019 Michigan Advanced FMLA Miller Johnson Fee is required
June 11, 2019 Webcast Cash Balance Plans for Corporations Society of Actuaries Fee is required
June 11, 2019 Webcast ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alternative Investments Strafford Fee is required CE
June 11, 2019 Webcast Being Smart About M&A-Related Benefit Plan and Employment Issues Wagner Law Group P.C. No fee is required
June 12, 2019 Texas Retirement Readiness, Financial Wellness, and the Bottom Line ASPPA Benefits Council [ABC] of Dallas/Fort Worth Fee is required CE
June 12, 2019 New Jersey Fundamentals of 401(k) and Other Qualified Plans FIS Relius Education Fee is required CE
June 12, 2019 Illinois Employer Forum on Pharmacy Benefits & Specialty Drugs Midwest Business Group on Health Fee is required
June 12, 2019 Massachusetts Do Your Retirement Benefits Support an Evolving Workforce? New England Employee Benefits Council [NEEBC] Fee is required
June 12, 2019 Louisiana Compliance Challenges with the ADA and FMLA Ogletree Deakins No fee is required
June 12, 2019 Georgia WEB Atlanta Summer Social Atlanta Braves vs. Pittsburgh Pirates Worldwide Employee Benefits Network [WEB] - Atlanta Chapter Fee is required
June 12, 2019 Texas Effectively Communicating Your Benefits Program to a Multi-Generational Workforce Worldwide Employee Benefits Network [WEB] - Houston Chapter Fee is required
June 13, 2019 Webcast The Other Reasons for Filing Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 13, 2019 Michigan Advanced FMLA Miller Johnson Fee is required
June 13, 2019 Ohio Healthcare Innovation Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter Fee is required
June 17, 2019 Webcast Defined Benefit Plan Document Workshop [2019] - Part 2 FIS Relius Education Fee is required CE
June 17, 2019 Georgia ESG Investing by Fiduciaries and Other Emerging Topics Pension Education Council of Atlanta [PECA] Fee is required CE
June 18, 2019 Webcast Arbitration: Is There Anything Different About ERISA? American Bar Association Joint Committee on Employee Benefits [JCEB] 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 18, 2019 California Financial Planning for Public Company Executives & Directors myStockOptions.com Fee is required
June 18, 2019 Webcast Mergers and Acquisitions: A Who's the Employer Perspective Western Pension & Benefits Council Fee is required CE
June 19, 2019 Webcast Form 5500 Update 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 20, 2019 Webcast Post-Retirement Distributions! ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
June 20, 2019 Webcast Self-Correction of Participant Loan Failures: A Brand New World! ERISApedia.com No fee is required CE
June 20, 2019 Webcast 401(k) Plan Hot Topics Trucker Huss No fee is required CE
June 24, 2019 Webcast Anti-Cutback Rule: Tricks, Traps, and Workarounds [2019] FIS Relius Education Fee is required CE
June 24, 2019 Pennsylvania Leadership Summits National Alliance of Healthcare Purchaser Coalitions Fee is required
June 25, 2019 Webcast A Deep Dive: Who is an Employee? American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required
June 25, 2019 Webcast To DB or Not DB - That Is the Question ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
June 25, 2019 Delaware Getting It Right - Know Your Fiduciary Responsibilities Seminar Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
June 25, 2019 Webcast Divorce, Legal Separation, and Rights Under Employer-Sponsored Health & Welfare Plans HRWebAdvisor Fee is required CE
June 25, 2019 Webcast ERISA Preemption: Recent Court Decisions, Causes of Action, Impact on Retirement and Health Plan Administration Strafford Fee is required CE
June 26, 2019 Colorado Fundamentals of 401(k) and Other Qualified Plans FIS Relius Education Fee is required CE
June 27, 2019 Webcast Lessons Retirement Plan Players Can Learn from Litigation ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 27, 2019 Illinois 2019 Onsite Employee Health Clinics Forum World Conference Forum Fee is required
July 1, 2019 Webcast CMS Marketplace Agent and Broker Summit Centers for Medicare & Medicaid Services [CMS] No fee is required
July 9, 2019 Michigan HIPAA / HITECH Update for Health Plan Sponsors and Their Business Associates Miller Johnson Fee is required CE
July 10, 2019 Webcast IRA University Ascensus Fee is required CE
July 10, 2019 Webcast Litigation Involving DB Plans ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
July 10, 2019 Webcast Impact of Aging and Evolving Workforce on Retirement Programs Conference of Consulting Actuaries 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
July 16, 2019 Webcast Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans Strafford Fee is required CE
July 17, 2019 Webcast Everything You Need to Know about Beneficiary Forms ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 18, 2019 Webcast Complex Testing / Multiple Plans ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 23, 2019 Webcast Top Heavy Testing ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 24, 2019 Webcast Vesting Computation Changes ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 25, 2019 Webcast Going Rogue with Cross-Testing ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 30, 2019 Michigan Employee Handbooks Miller Johnson Fee is required CE
Aug. 8, 2019 Webcast Hardship Withdrawals from 401(k), 403(b) and 457(b) Plans ASC Fee is required CE
Aug. 13, 2019 Webcast IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
Aug. 13, 2019 Webcast Third Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 13, 2019 Webcast Is an ESOP Right for You? National Center for Employee Ownership [NCEO] Fee is required CE
Aug. 14, 2019 Webcast Plan Document Issues Relating to Amendments and Restatements ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 15, 2019 Webcast IRA Trust Issues and How to Handle Them Ascensus Fee is required CE
Aug. 20, 2019 Webcast S Corporation ESOPs: Legal Issues National Center for Employee Ownership [NCEO] 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. 21, 2019 Illinois PBM Contracting CBI Fee is required
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. 4, 2019 Illinois Advanced Pension Conference FIS Relius Education Fee is required CE
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. 10, 2019 Rhode Island Group & Worksite Benefits Conference LIMRA Fee is required
Sept. 17, 2019 Webcast Complex Death Claims and How to Handle Them Ascensus Fee is required CE
Sept. 17, 2019 Webcast Advanced RMDs ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Sept. 17, 2019 Utah Fall ESOP Forum National Center for Employee Ownership [NCEO] 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
Sept. 25, 2019 Webcast Rehires ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Sept. 26, 2019 Webcast 403(b) vs. 401(k) -- Plan Design Considerations ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Oct. 1, 2019 Webcast S Corporation ESOPs: Administrative Issues National Center for Employee Ownership [NCEO] Fee is required CE
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. 8, 2019 Webcast S Corporation ESOPs: Valuation Issues National Center for Employee Ownership [NCEO] Fee is required CE
Oct. 10, 2019 Webcast HSA Fundamentals Ascensus Fee is required CE
Oct. 21, 2019 Tennessee IRA Academy 2019 The Entrust Group Fee is required CE
Oct. 22, 2019 Webcast HSA Advanced Concepts Ascensus Fee is required CE
Oct. 22, 2019 Webcast Responsibilities of an Internal ESOP Fiduciary National Center for Employee Ownership [NCEO] Fee is required CE
Oct. 29, 2019 Webcast IRA Withholding and Getting it Right Ascensus Fee is required CE
Nov. 3, 2019 Florida SPARK Forum SPARK Institute Fee is required CE
Nov. 5, 2019 Webcast Establishing and Amending IRAs Ascensus Fee is required CE
Nov. 5, 2019 Webcast ESOP Overview - An Introduction to ESOPs National Center for Employee Ownership [NCEO] 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. 14, 2019 Webcast Prohibited Transactions ASPPA [American Society of Pension Professionals & Actuaries] 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
Nov. 26, 2019 Webcast Don't Do That With Your ESOP National Center for Employee Ownership [NCEO] 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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