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Date Title Sponsor Fee? Continuing Education Credit Available?
May 22, 2019 Second Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 22, 2019 Understanding The Integration Of FMLA, WC, Disability And COBRA Time Lines HRTrainingCenter.com Fee is required
May 22, 2019 Understanding Fiduciary Duty: Hiring a Service Provider Multnomah Group No fee is required
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 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 Mental Health Parity Compliance Assistance Employee Benefits Security Administration [EBSA], U.S. Department of Labor No fee is required
May 23, 2019 Lessons from Recent Litigation for TPAs and Plan Sponsors ERISApedia.com No fee is required CE
May 23, 2019 Everything Employers Need to Know about Massachusetts Paid Family and Medical Leave Fisher & Phillips LLP No fee is required
May 23, 2019 New ERISA Regulations for Disability Claims and Appeals Lorman Education Services Fee is required CE
May 23, 2019 New and Improved Self-Correction Alternatives Under EPCRS Trucker Huss No fee is required CE
May 28, 2019 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 Breaks in Service & Rehired Employees [2019] FIS Relius Education Fee is required CE
May 28, 2019 ESOP Distribution Policies National Center for Employee Ownership [NCEO] Fee is required CE
May 29, 2019 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 Creating Executive Compensation Arrangements that Comply with California Law Jackson Lewis LLP Fee is required CE
May 30, 2019 Financial Wellness - Negotiating Lower Plan Fees Burnham No fee is required
May 30, 2019 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 ERISA Litigation Report Lex Machina No fee is required
May 30, 2019 Group Health Plan Laws: Compliance Alphabet Soup Lorman Education Services Fee is required CE
May 30, 2019 Cross-Plan Offsetting and ERISA Compliance: Avoiding Participant Claims, Ramifications of Recent Court Decisions Strafford 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 Cash Balance Plans for Partnerships Society of Actuaries Fee is required
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 Plan Design and Compliance Testing Issues for Controlled Groups ASC 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 7, 2019 All in the Family: 21st Century Benefit Plan Strategies for Family-Owned Businesses McDermott Will & Emery LLP No fee is required
June 11, 2019 Cash Balance Plans for Corporations Society of Actuaries Fee is required
June 11, 2019 ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alternative Investments Strafford Fee is required CE
June 11, 2019 Being Smart About M&A-Related Benefit Plan and Employment Issues Wagner Law Group P.C. No fee is required
June 13, 2019 The Other Reasons for Filing Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 17, 2019 Defined Benefit Plan Document Workshop [2019] - Part 2 FIS Relius Education Fee is required CE
June 18, 2019 Arbitration: Is There Anything Different About ERISA? American Bar Association Joint Committee on Employee Benefits [JCEB] 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 18, 2019 Mergers and Acquisitions: A Who's the Employer Perspective Western Pension & Benefits Council Fee is required CE
June 19, 2019 Form 5500 Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
June 20, 2019 Post-Retirement Distributions! ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
June 20, 2019 Self-Correction of Participant Loan Failures: A Brand New World! ERISApedia.com No fee is required CE
June 20, 2019 Mandated Sick Pay: Options and Requirements HRTrainingCenter.com Fee is required CE
June 20, 2019 401(k) Plan Hot Topics Trucker Huss No 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 A Deep Dive: Who is an Employee? American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required
June 25, 2019 To DB or Not DB - That Is the Question ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
June 25, 2019 Divorce, Legal Separation, and Rights Under Employer-Sponsored Health & Welfare Plans HRWebAdvisor Fee is required CE
June 25, 2019 ERISA Preemption: Recent Court Decisions, Causes of Action, Impact on Retirement and Health Plan Administration Strafford 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 1, 2019 CMS Marketplace Agent and Broker Summit Centers for Medicare & Medicaid Services [CMS] No fee is required
July 8, 2019 Elapsed Time Method: A Help or a Hindrance? [2019] FIS Relius Education 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 Special Qualified Plan Rules for Churches and Governmental Entities ASC 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 23, 2019 Top Heavy Testing 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. 8, 2019 Hardship Withdrawals from 401(k), 403(b) and 457(b) Plans ASC 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. 14, 2019 Plan Document Issues Relating to Amendments and Restatements ASPPA [American Society of Pension Professionals & Actuaries] 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 Administrative Challenges of Dealing with Participant Deaths ASC Fee is required CE
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 Military Benefits under Qualified Plans ASC Fee is required CE
Sept. 19, 2019 Everything Roth Ascensus Fee is required CE
Sept. 25, 2019 Rehires ASPPA [American Society of Pension Professionals & Actuaries] 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. 14, 2019 Prohibited Transactions ASPPA [American Society of Pension Professionals & Actuaries] 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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