Upcoming Events

The Keys to a Successful Retirement Plan for Law Firms

Sept. 26, 2023
Webinar

CAPTRUST Financial Advisors

Sept. 26, 2023
Webinar

2023 NCEO Fall Forum

National Center for Employee Ownership [NCEO]

Sept. 26, 2023
Texas

Defined Benefit Pension Plans: Freezing, Trimming, or Terminating DB Plans and Other Options for Plan Sponsors

Future Trends in Healthcare: Aon Survey Results

Sept. 26, 2023
Webinar

Worldwide Employee Benefits Network [WEB] - Dallas Chapter

Sept. 26, 2023
Texas

IRA University

Mental Health Parity Update for Plan Sponsors: What You Need to Know

Sept. 27, 2023
Webinar

Benefits at Work

Employee Benefits News

Sept. 27, 2023
California

Groom Law Group

Sept. 27, 2023
Webinar

Leveraging DC Plan Design: Evolving to Improve Participant Outcomes

Pensions & Investments

Sept. 27, 2023
Webinar

SECURE 2.0: Pension Plans Need Love, Too!

Thompson Hine LLP

Sept. 27, 2023
Webinar

Demand Stays Strong for Cash Balance Plans

TRA [The Retirement Advantage]

Sept. 27, 2023
Webinar

2024 Presidential Election and Its Impact on Employee Benefits

Worldwide Employee Benefits Network [WEB]

Sept. 27, 2023
Webinar

Kickoff for the Relaunch of DC Metro Chapter and the 2024 Presidential Election and Its Impact on Employee Benefits

Worldwide Employee Benefits Network [WEB] - DC Metro Chapter

Sept. 27, 2023
Maryland

Emerging Trends in Disability and Wellness Benefits

American Bar Association Joint Committee on Employee Benefits [JCEB]

Sept. 28, 2023
Webinar

HSA University

IRA Excess Contributions and Recharacterizations

Sept. 28, 2023
Webinar

It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0

Sept. 28, 2023
Webinar

Boutwell Fay LLP

Sept. 28, 2023
Webinar

Gag Clause Prohibition Compliance Attestation

Centers for Medicare & Medicaid Services [CMS]

Sept. 28, 2023
Webinar

Getting It Right: Know Your Fiduciary Responsibilities

Employee Benefits Security Administration [EBSA], U.S. Department of Labor

Sept. 28, 2023
Nebraska

A Year After the No Surprises Act: What We've Learned and What to Watch Out For

Foley & Lardner LLP

Sept. 28, 2023
Webinar

SECURE 2.0 Update: Where We Are, and Where We’re Going

Hunton Andrews Kurth

Sept. 28, 2023
Webinar

Retirement Plan Distributions Under SECURE 2.0: New Penalty-Free Options, Hardship Distributions, Documentation

Health and Welfare Benefit Plans National Institute 2023

Sept. 28, 2023
Webinar

American Bar Association Joint Committee on Employee Benefits [JCEB]

Oct. 2, 2023
District of Columbia

Certificate Program for Non-Professional ESOP Fiduciaries

Ohio Employee Ownership Center

Oct. 2, 2023
Ohio

EBRI Financial Wellbeing Symposium

EBRI [Employee Benefit Research Institute]

Oct. 3, 2023
Webinar

Women & Retirement: Improving the Pathways Forward

WISER [Women's Institute for a Secure Retirement]

Oct. 4, 2023
District of Columbia

Women & Retirement: Improving the Pathways Forward

WISER [Women's Institute for a Secure Retirement]

Oct. 4, 2023
Webinar

Projected 2024 Health Plan Cost Trends

Segal

Oct. 5, 2023
Webinar

Private Equity Compliance With ERISA: Fiduciary Duties in Managing ERISA Plan Assets

Multistate Compliance, Part II: Top 10 Leave of Absence Issues for Multistate Employers

Oct. 5, 2023
Webinar

Ogletree Deakins

Oct. 6, 2023
Webinar

2021 Regulatory Roundtable: Top of Mind Regulatory, Legislative, and Litigation Updates

Multnomah Group

Oct. 7, 2023
Webinar

SIIA National Conference

Self-Insurance Institute of America, Inc. [SIIA]

Oct. 8, 2023
Arizona

ERISA Basics National Institute 2023

American Bar Association Joint Committee on Employee Benefits [JCEB]

Oct. 11, 2023
Virtual Conference

401(k) Plans: Beyond the Basics Workshop

FIS Retirement Education

Oct. 11, 2023
Webinar

Wait, What? FMLA/ADA Cases That Make You Say, 'Hmmm?'

Frost Brown Todd LLC

Oct. 11, 2023
Webinar

Law and Policy Washington Update

Mercer

Oct. 12, 2023
Webinar

401(k) Plan Challenges for Small Businesses: ERISA Compliance, Impact of SECURE 2.0, Fiduciary Obligations, and More

SECURE 2.0 and SECURE Act: Opportunities, Relief and Required Changes

Oct. 12, 2023
Webinar

Williams Mullen

Oct. 12, 2023
Virginia

SECURE 2.0 and SECURE Act: Opportunities, Relief and Required Changes

Williams Mullen

Oct. 12, 2023
Webinar

2023 CCA Annual Meeting

Oct. 15, 2023
Tennessee

IRA Distributions

2023 Fall Virtual Policy Conference

Oct. 17, 2023
Webinar

ERIC [ERISA Industry Committee]

Oct. 17, 2023
Virtual Conference

The Best of the Worst EPCRS 2023

ERISApedia

Oct. 17, 2023
Webinar

401(k) Plan Issues in Stock Purchase M&A Transactions: Plan Termination, Plan Merger, and Other Alternatives

Demonstrating Effective Qualified Plan Governance

Oct. 17, 2023
Webinar

Trucker Huss

Oct. 17, 2023
Webinar

ESOP Transactions and Compliance Issues: Structuring Options, SECURE 2.0, IRS Expanded Focus, Fiduciary Liability

Student Loan Repayment Benefits

Oct. 18, 2023
Webinar

Thrive

Oct. 18, 2023
Webinar

New Mental Health Parity Regulations: Putting Some Meat on the Bones

Worldwide Employee Benefits Network [WEB]

Oct. 18, 2023
Webinar

Portability, Expense, and Complexity: Reshaping Perception of the Top Objections | Part Three: Complexity

Broadridge

Oct. 19, 2023
Webinar

The Best of the Worst EPCRS 2023 [Repeat]

ERISApedia

Oct. 19, 2023
Webinar

2023 ASPPA Annual

ASPPA [American Society of Pension Professionals & Actuaries]

Oct. 22, 2023
Maryland

IRA Withholding Rules - And Getting them Right

Cybersecurity and ERISA Retirement Plans: Risks and Best Practices for Plan Sponsors and Fiduciaries

Oct. 24, 2023
Webinar

SECURE 2.0: Portability -- Will Auto-in Become the New Default?

Oct. 25, 2023
Webinar

Thompson Hine LLP

Oct. 25, 2023
Webinar

Social Security and You

TRA [The Retirement Advantage]

Oct. 25, 2023
Webinar

Executive Compensation National Institute 2023

American Bar Association Joint Committee on Employee Benefits [JCEB]

Oct. 26, 2023
District of Columbia

2023 On-Site Employee Health Clinics Congress

BRI Network

Oct. 26, 2023
Florida

Captives, Coalitions & ICHRAs (oh my!)

EPIC

Oct. 26, 2023
Webinar

The Evolving Landscape of Health and Welfare Benefits and ERISA Fiduciary Rules 2023

PLI [Practising Law Institute]

Oct. 30, 2023
Webinar

Fundamentals of Qualified Plans

FIS Retirement Education

Oct. 31, 2023
Webinar

Big Plans for Small Businesses

Pentegra

Oct. 31, 2023
Webinar

HSAs: Top 10 Wrap-up (2023 Edition)

American Society of Enrolled Actuaries [ASEA]

Nov. 2, 2023
Webinar

Plan Design Basics

Nov. 7, 2023
Webinar

Plan Design Basics

American Society of Enrolled Actuaries [ASEA]

Nov. 7, 2023
Webinar

IRA Reporting Requirements

Nov. 7, 2023
Webinar

ASOP 4: Updated Guidance

Current Developments (2023)

Nov. 8, 2023
Webinar

ASC

Nov. 9, 2023
Webinar

IRA Required Minimum Distributions

Nov. 9, 2023
Webinar

Nov. 13, 2023
Nevada

Nov. 14, 2023
Webinar

Are You Feeling SECURE About Distributions?

ASPPA [American Society of Pension Professionals & Actuaries]

Nov. 14, 2023
Webinar

Pension Plan Investments 2023: Advanced Perspectives

PLI [Practising Law Institute]

Nov. 14, 2023
Webinar

Another Look at Bias

The Behavioral Health Tech Conference

Nov. 15, 2023
Webinar

Going Digital Health

Nov. 15, 2023
Arizona

The Behavioral Health Tech Conference

Going Digital Health

Nov. 15, 2023
Virtual Conference

Taking Plan Designs to New Heights

Pentegra

Nov. 15, 2023
Webinar

IRA Transfers and Rollovers

SECURE 2.0: Review & Preview -- 2023 and 2024

Nov. 16, 2023
Webinar

Thompson Hine LLP

Nov. 29, 2023
Webinar

Medicare: Understanding and Navigating the Planning Process

TRA [The Retirement Advantage]

Nov. 29, 2023
Webinar

Ethics (2023)

ASC

Dec. 5, 2023
Webinar

When's That Due? Planning Your 2024

American Society of Enrolled Actuaries [ASEA]

Dec. 6, 2023
Webinar

Financial Reporting in Healthcare

IRAs: Handling Complex Death Claims

Dec. 6, 2023
Webinar

A Swinging Pendulum: Taking Stock of ESG and DOL Changes in Retirement Plans

Dec. 7, 2023
Webinar

Fox Rothschild LLP

Dec. 8, 2023
Podcast

Education: Comparing Coverdell ESAs, 529 Plans, UTMAs and UGMAs

Global Retirement Programs

Dec. 12, 2023
Webinar