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Date Title Sponsor Fee? Continuing Education Credit Available?
Jan. 16, 2019 Defined Benefit Plans for Account Balance Minds ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Jan. 16, 2019 Most Common Compliance Pitfalls Within Employer-Sponsored Retirement Plans Clear Law Institute Fee is required CE
Jan. 17, 2019 2018 Year in Review: Plus What Lies Ahead in 2019! ABD Insurance & Financial Services No fee is required
Jan. 17, 2019 IRA Fundamentals Ascensus Fee is required CE
Jan. 17, 2019 Executive Compensation Series - Proxy Season: Compensatory Thoughts from ISS Hunton Andrews Kurth No fee is required
Jan. 22, 2019 Taxation of Fringe Benefits After the Tax Cuts and Jobs Act Clear Law Institute Fee is required CE
Jan. 22, 2019 Benefits and Compensation Pitfalls for Closely Held Businesses: Health Insurance, 401(k) Plans and More Strafford Fee is required CE
Jan. 23, 2019 Risk Mitigation Strategies for Benefit Plans Morgan Lewis No fee is required
Jan. 24, 2019 Basics of 401(k) Plans (2019) - Part 2 ASC Fee is required CE
Jan. 24, 2019 HSA Advanced Concepts Ascensus Fee is required CE
Jan. 24, 2019 HRAs, HSAs, and Health FSAs: The Rules, the Changes, and Administrative Challenges HRWebAdvisor Fee is required CE
Jan. 28, 2019 Hardship Distributions in 2019 and Beyond FIS Relius Education Fee is required CE
Jan. 29, 2019 Essentials for the Benefits Practitioner: Experts' Guide to Employee Benefits Research American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required
Jan. 29, 2019 Utilizing Opt-Out Incentives to Cut Health Care Costs Lorman Education Services Fee is required CE
Jan. 29, 2019 M&A Planning for the Plans: Executive Compensation and Employee Benefit Plans Morgan Lewis Fee is required CE
Jan. 29, 2019 ERISA Wrongful Denial of Benefits Claims: Key Defenses, Procedural Prerequisites Strafford Fee is required CE
Jan. 30, 2019 Your How To Guide For A Successful Association Health Plan Mercer No fee is required
Jan. 30, 2019 Fiduciary Fundamentals Multnomah Group No fee is required
Jan. 30, 2019 HSA - The Ultimate Retirement Savings Tool PSCA [Plan Sponsor Council of America] Fee is required
Jan. 31, 2019 New Hardship Distribution Rules for 401(k) Plans ASC Fee is required CE
Jan. 31, 2019 Understanding the Benefits of Incentive Plans RSM US LLP No fee is required CE
Feb. 5, 2019 2019 Legislative Update Ascensus Fee is required CE
Feb. 5, 2019 How Labor, Employment, and Benefits Specialists Can Best Add Value to Your M&A Deal Morgan Lewis Fee is required CE
Feb. 5, 2019 ESOP Succession Planning National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 5, 2019 Structuring Equity Compensation for Partnerships and LLCs: Considerations After Tax Reform Strafford Fee is required CE
Feb. 7, 2019 Basics of 401(k) Plans (2019) - Part 3 ASC Fee is required CE
Feb. 7, 2019 2019 Top 10 IRA Issues Ascensus Fee is required CE
Feb. 7, 2019 Impact of Executive Orders, Judicial Rulings, New Regulations, and More on Health & Welfare Benefits Hall Benefits Law No fee is required
Feb. 7, 2019 Managing Your 401(k) Plan: A Day in the Life of a Healthy 401(k) Lorman Education Services Fee is required CE
Feb. 7, 2019 Managing Your Largest Claims University Conference Services No fee is required
Feb. 11, 2019 Attribution: It Counts More than You May Think FIS Relius Education Fee is required CE
Feb. 12, 2019 2019 Top 10 HSA Issues Ascensus Fee is required CE
Feb. 12, 2019 Financing an ESOP Transaction National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 13, 2019 First Quarter 2019 Washington Update ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Feb. 13, 2019 Wellness Everything - Health, Wealth, Life and Everything In-Between Conference of Consulting Actuaries Fee is required CE
Feb. 13, 2019 Multiple Employer Plans: The Latest on MEPs and PEPs [2019] FIS Relius Education Fee is required CE
Feb. 13, 2019 Tips to Maximize your HSA Savings HealthEquity No fee is required
Feb. 13, 2019 How To Identify And Investigate FMLA Abuse HRTrainingCenter.com Fee is required CE
Feb. 13, 2019 FMLA Compliance Review: Step-by-Step Guidance to Reduce Employee Abuse & Minimize Potential Employer Liability HRWebAdvisor Fee is required CE
Feb. 14, 2019 The St. Valentine's Day Loan Massacre: When Good Loans Go Bad ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Feb. 19, 2019 Coverage Testing with Related Employers [2019] FIS Relius Education Fee is required CE
Feb. 19, 2019 Retirement Insights & Answers National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 19, 2019 Unwinding the Fiduciary Rule: New State Enforcement Activity, Next Steps for ERISA Counsel and Advisers Strafford Fee is required CE
Feb. 21, 2019 QDROs [2019] FIS Relius Education Fee is required CE
Feb. 25, 2019 IRA Institute Ascensus Fee is required
Feb. 26, 2019 Essentials for the Benefits Practitioner: An Actuarial Update for ERISA Practitioners American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Feb. 26, 2019 Nondiscrimination Testing for Actuaries ASPPA College of Pension Actuaries [ACOPA] Fee is required CE
Feb. 26, 2019 ESOP Valuation Basics National Center for Employee Ownership [NCEO] Fee is required CE
Feb. 26, 2019 Employee Benefits and Executive Compensation Reps, Warranties and Indemnification Clauses in M&A Deals Strafford Fee is required CE
Feb. 27, 2019 IRA University Ascensus Fee is required CE
Feb. 28, 2019 Health Plan Savings with Direct Contracting with Health Care Providers - How to Structure and Avoid Compliance Pitfalls American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Feb. 28, 2019 HSA University Ascensus Fee is required CE
Feb. 28, 2019 Top Ten Issues with Takeover Plans and Proven Techniques for Success ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Mar. 5, 2019 IRA Excess Contributions and Recharacterizations Ascensus Fee is required CE
Mar. 5, 2019 Communicating FInancials and Valuation to Your Participants National Center for Employee Ownership [NCEO] Fee is required CE
Mar. 5, 2019 Trading Compliance: Best Execution, Soft Dollars and Directed Brokerage National Regulatory Services [NRS] Fee is required CE
Mar. 5, 2019 Controlled Group Liability and Successor Employer Rules After PBGC v. Findlay Industries Inc. Strafford Fee is required CE
Mar. 6, 2019 QDROs: Navigating the Complexities of QDROs with Ease ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
Mar. 7, 2019 Establishing and Amending IRAs Ascensus Fee is required CE
Mar. 7, 2019 Understanding Fiduciary Duties and a Sweep of Anti-Fraud Provisions of the Advisers Act National Regulatory Services [NRS] Fee is required CE
Mar. 12, 2019 Everything Roth Ascensus Fee is required CE
Mar. 12, 2019 IRA Contributions Ascensus Fee is required CE
Mar. 13, 2019 Comparative Executive Compensation Pay Practices Lorman Education Services Fee is required CE
Mar. 14, 2019 IRA Required Minimum Distributions Ascensus Fee is required CE
Mar. 14, 2019 The New CEO Pay Ratio Rule: Developments and Updates Knowledge Group Fee is required CE
Mar. 18, 2019 Service Agreements [2019] FIS Relius Education Fee is required CE
Mar. 18, 2019 ERISA Fiduciary Investment Basics 2019 Practising Law Institute Fee is required CE
Mar. 19, 2019 Total Compensation Statements as a Tool to Communicate Total Value Lorman Education Services Fee is required CE
Mar. 19, 2019 Multiemployer Pension Plan Withdrawal: An In-Depth Examination Strafford Fee is required CE
Mar. 20, 2019 Dealing with Participant Loan Defaults [2019] FIS Relius Education Fee is required CE
Mar. 26, 2019 Hardship Withdrawals from 401(k), 403(b) and 457(b) Plans ASC Fee is required CE
Mar. 26, 2019 IRA Distributions Ascensus Fee is required CE
Mar. 28, 2019 Essentials for the Benefits Practitioner: What ERISA Practitioners Need to Know About Accounting for Plans American Bar Association Joint Committee on Employee Benefits [JCEB] Fee is required CE
Mar. 28, 2019 IRA Transfers and Rollovers Ascensus Fee is required CE
Apr. 2, 2019 IRA Reporting Ascensus Fee is required CE
Apr. 11, 2019 Rehires in Qualified Plans ASC Fee is required CE
Apr. 17, 2019 Multiemployer Solvency - Joint Select Committee Report Conference of Consulting Actuaries Fee is required CE
Apr. 18, 2019 Creating Multi-Generational Benefits for All Employees The Alliance No fee is required
Apr. 23, 2019 IRS Audits and DOL Investigations of Plans and TPAs ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
May 1, 2019 IRA University Ascensus Fee is required CE
May 2, 2019 HSA University Ascensus Fee is required CE
May 7, 2019 Rollovers Between Retirement Plans and IRAs Ascensus Fee is required CE
May 7, 2019 Pension Plan Investments 2019: Current Perspectives Practising Law Institute 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 16, 2019 IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
May 21, 2019 IRA Beneficiary Distributions - Part 2 Ascensus Fee is required CE
May 23, 2019 Building and Maintaining a Compliant IRA Program Ascensus 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 13, 2019 The Other Reasons for Filing Form 5330 ASPPA [American Society of Pension Professionals & Actuaries] Fee is required CE
July 10, 2019 IRA University Ascensus 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
Aug. 13, 2019 IRA Beneficiary Distributions - Part 1 Ascensus Fee is required CE
Aug. 15, 2019 IRA Trust Issues and How to Handle Them Ascensus 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. 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
Oct. 2, 2019 IRA University Ascensus Fee is required CE
Oct. 3, 2019 HSA University Ascensus 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. 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. 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
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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