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Date Title Sponsor Fee? Continuing Education Credit Available?
Apr. 21, 2019 Leave & Accommodation Developments for New York Employers Jackson Lewis LLP No fee is required CE
Apr. 22, 2019 Component Plans: Another Way to Design a Cross-Tested Plan [2019] FIS Relius Education Fee is required CE
Apr. 23, 2019 IRS Audits and DOL Investigations of Plans and TPAs ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Apr. 23, 2019 Electronic Disclosure Under ERISA: Using Websites and Email to Meet ERISA Disclosure Requirements GRC Advisory Online Fee is required
Apr. 23, 2019 Medicare and Employer-Sponsored Health Plans: Know the Rules and Avoid Problems HRWebAdvisor Fee is required CE
Apr. 23, 2019 Ways to Design Your ESOP and 401(k) Plan to Work Together National Center for Employee Ownership [NCEO] Fee is required CE
Apr. 23, 2019 DOL and IRS Health and Welfare Plan Audits: Latest Examination Initiatives, Key Legal Provisions and Avoiding Triggers Strafford Fee is required CE
Apr. 24, 2019 Focused on Recordkeeping Fee Compression Multnomah Group Fee is required
Apr. 24, 2019 Managing the Runaway Cost of Chronic Conditions in a Self Funded Health Plan Worldwide Employee Benefits Network [WEB] Fee is required
Apr. 25, 2019 Self-Correction of Failures Not Addressed in EPCRS ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Apr. 25, 2019 Advanced Planning Presents: Employee & Executive Benefit Planning in a Tight Labor Market Bloomberg BNA No fee is required CE
Apr. 25, 2019 Your Financial Future Starts Now Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
Apr. 25, 2019 Breaking up is Hard to Do: Terminating Your Relationship with a Client ERISApedia.com No fee is required CE
Apr. 25, 2019 Confessions from a HIPAA Auditor HIPAA One No fee is required
Apr. 25, 2019 What's All the Buzz About? Cutting Through the Noise to Find the Right Benefits Strategy Hodges-Mace No fee is required
Apr. 25, 2019 Workplace Health - Changing Minds and Behaviours Mercer No fee is required
Apr. 29, 2019 Benefits, Rights, and Features Testing [2019] FIS Relius Education Fee is required CE
Apr. 29, 2019 Significant Changes to Executive Compensation: What You Need to Know Knowledge Group Fee is required CE
Apr. 30, 2019 Essentials for the Benefits Practitioner: Demystifying Executive Compensation American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Apr. 30, 2019 Fiduciary Protection for Default Investments in 401(k) and Other Retirement Plans Lorman Education Services Fee is required CE
Apr. 30, 2019 Association Health Plans - Recent Legal Ruling - What is Possible? Mercer No fee is required
May 1, 2019 IRA University Ascensus Fee is required CE
May 1, 2019 Cross-Plan Offsetting and ERISA Compliance: Avoiding Participant Claims, Ramifications of Recent Court Decisions Strafford Fee is required CE
May 2, 2019 HSA University Ascensus Fee is required CE
May 3, 2019 New Tax Credit for Paid Family and Medical Leave Clear Law Institute Fee is required CE
May 7, 2019 Rollovers Between Retirement Plans and IRAs Ascensus Fee is required CE
May 7, 2019 Minding Your Qs And Exes: Handling QDROs, QMCSOs And Other Benefits Issues When An Employee Divorces Lorman Education Services Fee is required CE
May 7, 2019 Pension Plan Investments 2019: Current Perspectives Practising Law Institute Fee is required CE
May 8, 2019 Forfeitures, Suspense and ERISA Spending Accounts, Oh My! ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 8, 2019 "DB-ification" of DC Plans Conference of Consulting Actuaries Fee is required CE
May 9, 2019 2019 Top 10 IRA Issues Ascensus Fee is required CE
May 14, 2019 IRA Fundamentals Ascensus Fee is required CE
May 14, 2019 QACA Automatic Enrollment: Benefits and Pitfalls (from a Recordkeeper Perspective) ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 14, 2019 Doing Good While Doing Well HANYS Benefit Services No fee is required
May 14, 2019 Becoming an S Corporation ESOP National Center for Employee Ownership [NCEO] Fee is required CE
May 16, 2019 ERISA 403(b) Plans vs. Non-ERISA 403(b) Plans ASC Fee is required CE
May 16, 2019 IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
May 16, 2019 Can't-Miss Retirement Plan Legal Compliance Update Hall Benefits Law No fee is required
May 16, 2019 FMLA Compliance Review: Step-by-Step Guidance to Reduce Employee Abuse & Minimize Potential Employer Liability HRWebAdvisor Fee is required CE
May 16, 2019 New IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options and RSUs Strafford Fee is required CE
May 17, 2019 Handling FMLA Abuse GRC Educators Fee is required CE
May 20, 2019 Defined Benefit Plan Document Workshop [2019] - Part 1 FIS Relius Education Fee is required CE
May 21, 2019 IRA Beneficiary Distributions - Part 2 Ascensus Fee is required CE
May 21, 2019 Special Enrollment Questions: Help for Employer-Sponsored Health Plans HRWebAdvisor Fee is required CE
May 21, 2019 ERISA Litigation Damages and Remedies: Principles, Methods and Best Practices Knowledge Group Fee is required CE
May 21, 2019 Health & Welfare Plans Legislative Update TRI-AD No fee is required
May 22, 2019 Second Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 22, 2019 ERISA Litigation Prevention and Defense: RFPs, Record Keeping, Revenue Sharing, Defending Against Class Actions Strafford Fee is required CE
May 23, 2019 Building and Maintaining a Compliant IRA Program Ascensus Fee is required CE
May 23, 2019 Lessons from Recent Litigation for TPAs and Plan Sponsors ERISApedia.com No fee is required CE
May 23, 2019 New ERISA Regulations for Disability Claims and Appeals Lorman Education Services Fee is required CE
May 23, 2019 401(k) Plan Hot Topics Trucker Huss No fee is required CE
May 28, 2019 Breaks in Service & Rehired Employees [2019] FIS Relius Education Fee is required CE
June 3, 2019 Designing Matching Contributions That Work [2019] FIS Relius Education Fee is required CE
June 4, 2019 Deferring Taxation Using the Section 1042 "Rollover" National Center for Employee Ownership [NCEO] Fee is required CE
June 4, 2019 Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel Strafford Fee is required CE
June 5, 2019 Biometrics: Incorporating Health Risk Assessments and Outcome Based Wellness Incentives Into Your Health Plan Lorman Education Services Fee is required CE
June 6, 2019 Late Deferral / Loan Deposits and Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 10, 2019 Elapsed Time Method: A Help or a Hindrance? [2019] FIS Relius Education Fee is required CE
June 13, 2019 The Other Reasons for Filing Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 18, 2019 Governmental Plans: An Overview and Analysis of Retirement Program Options ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 19, 2019 Form 5500 Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 24, 2019 Anti-Cutback Rule: Tricks, Traps, and Workarounds [2019] FIS Relius Education Fee is required CE
June 25, 2019 Divorce, Legal Separation, and Rights Under Employer-Sponsored Health & Welfare Plans HRWebAdvisor Fee is required CE
June 27, 2019 Lessons Retirement Plan Players Can Learn from Litigation ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 10, 2019 IRA University Ascensus Fee is required CE
July 10, 2019 Litigation Involving DB Plans ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
July 10, 2019 Impact of Aging and Evolving Workforce on Retirement Programs Conference of Consulting Actuaries Fee is required CE
July 11, 2019 HSA University Ascensus Fee is required CE
July 16, 2019 IRA Legal Issues and How to Handle Them Ascensus Fee is required CE
July 16, 2019 Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans Strafford Fee is required CE
July 17, 2019 Everything You Need to Know about Beneficiary Forms ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 18, 2019 Complex Testing / Multiple Plans ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 24, 2019 Vesting Computation Changes ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 25, 2019 Going Rogue with Cross-Testing ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 13, 2019 IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
Aug. 13, 2019 Third Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 13, 2019 Is an ESOP Right for You? National Center for Employee Ownership [NCEO] Fee is required CE
Aug. 15, 2019 IRA Trust Issues and How to Handle Them Ascensus Fee is required CE
Aug. 20, 2019 S Corporation ESOPs: Legal Issues National Center for Employee Ownership [NCEO] Fee is required CE
Aug. 21, 2019 The End is Near! Mastering the Art of Plan Terminations ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Aug. 22, 2019 IRA Beneficiary Distributions - Part 2 Ascensus Fee is required CE
Aug. 22, 2019 IRA Fundamentals Ascensus Fee is required CE
Sept. 2, 2019 IRA Institute Ascensus Fee is required
Sept. 5, 2019 IRA Excess Contributions and Recharacterizations Ascensus Fee is required CE
Sept. 17, 2019 Complex Death Claims and How to Handle Them Ascensus Fee is required CE
Sept. 17, 2019 Advanced RMDs ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Sept. 18, 2019 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 Everything Roth Ascensus Fee is required CE
Sept. 26, 2019 403(b) vs. 401(k) -- Plan Design Considerations ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Oct. 1, 2019 S Corporation ESOPs: Administrative Issues National Center for Employee Ownership [NCEO] Fee is required CE
Oct. 2, 2019 IRA University Ascensus Fee is required CE
Oct. 3, 2019 HSA University Ascensus Fee is required CE
Oct. 8, 2019 S Corporation ESOPs: Valuation Issues National Center for Employee Ownership [NCEO] Fee is required CE
Oct. 10, 2019 HSA Fundamentals Ascensus Fee is required CE
Oct. 22, 2019 HSA Advanced Concepts Ascensus Fee is required CE
Oct. 22, 2019 Responsibilities of an Internal ESOP Fiduciary National Center for Employee Ownership [NCEO] Fee is required CE
Oct. 29, 2019 IRA Withholding and Getting it Right Ascensus Fee is required CE
Nov. 5, 2019 Establishing and Amending IRAs Ascensus Fee is required CE
Nov. 5, 2019 ESOP Overview - An Introduction to ESOPs National Center for Employee Ownership [NCEO] Fee is required CE
Nov. 7, 2019 2019 Top 10 HSA Issues Ascensus Fee is required CE
Nov. 12, 2019 IRA Contributions Ascensus Fee is required CE
Nov. 14, 2019 HSAs and Medicare Ascensus Fee is required CE
Nov. 19, 2019 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 IRA Transfers and Rollovers Ascensus Fee is required CE
Nov. 26, 2019 IRA Distributions Ascensus Fee is required CE
Nov. 26, 2019 Don't Do That With Your ESOP National Center for Employee Ownership [NCEO] Fee is required CE
Dec. 10, 2019 IRA Reporting Ascensus Fee is required CE
Dec. 12, 2019 IRA Required Minimum Distributions Ascensus Fee is required CE

 
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