Upcoming Events

Building a Better Fiduciary Process for 2024 for Retirement Plan Sponsors

CAPTRUST Financial Advisors

Apr. 16, 2024
Webinar

$

RIA Connect: Trategies for Growth, Innovation and Best Practice Management

InvestmentNews

Apr. 16, 2024
Webinar

$

403(b) and 457(b) Plan Compliance Challenges: SECURE 2.0, Requirements, Limits, Plan Design and Administration

Strafford

Apr. 16, 2024
Webinar

Mastering Pension Management: Tips and Tricks to Make it Easier

The Berwyn Group

Apr. 16, 2024
Webinar

$

Employee Benefits Spring Update 2024

American Bar Association Joint Committee on Employee Benefits [JCEB]

Apr. 17, 2024
Webinar

$

2024 Spring Policy Conference

ERIC [ERISA Industry Committee]

Apr. 17, 2024
District of Columbia

$

2024 Annual Employee Ownership Conference

Ohio Employee Ownership Center

Apr. 17, 2024
Ohio

Fixed Income Strategy: A Compelling Moment

Pensions & Investments

Apr. 17, 2024
Webinar

Fiduciary Best Practices for Plan Sponsors

TRA [The Retirement Advantage]

Apr. 17, 2024
Webinar

FMLA Fundamentals and Insights for 2024

Acrisure LLC

Apr. 18, 2024
Webinar

$

Fiduciary Oversight of Welfare Benefit Plans

American Bar Association Joint Committee on Employee Benefits [JCEB]

Apr. 18, 2024
Webinar

Going Global: Risks and Considerations for Any Company

EPIC

Apr. 18, 2024
Webinar

$

ERISA Litigation: Where to Now?

Western Pension & Benefits Council - Orange County Chapter

Apr. 18, 2024
California

$

Mental Wellness in the Workplace

Worldwide Employee Benefits Network [WEB] - Atlanta Chapter

Apr. 18, 2024
Georgia

Surprise Billing and Price Transparency: The Year Ahead

American Health Law Association

Apr. 23, 2024
Webinar

$

ERISA Service Provider Agreements: Negotiating, Drafting, and Monitoring Contracts for Benefit Plans

Strafford

Apr. 23, 2024
Webinar

Advisor RFPs: The Ultimate Guide

CAPTRUST Financial Advisors

Apr. 24, 2024
Webinar

Retirement Plan Litigation: Reflecting on the Past, Present, and Future

Multnomah Group

Apr. 24, 2024
Webinar

Navigating Pension Risk in Today's Economic Climate

Pensions & Investments

Apr. 24, 2024
Webinar

State-Sponsored Retirement Plans: An Overview

Pentegra

Apr. 24, 2024
Webinar

Fiduciary Obligations in Health and Welfare Plans, Session 3: Fiduciary Deep Dive, Part 2

Thompson Hine LLP

Apr. 24, 2024
Webinar

$

Mediating Employee Benefit Cases

American Bar Association Joint Committee on Employee Benefits [JCEB]

Apr. 25, 2024
Webinar

$

The Other Plan Options - SIMPLEs, SEPs and Starter(k)s

ASPPA [American Society of Pension Professionals & Actuaries]

Apr. 25, 2024
Webinar

$

Master the Circus of FMLA: State Law & Employer Policy

Disability Management Employer Coalition [DMEC]

Apr. 25, 2024
Webinar

Voluntary Fiduciary Correction Program Webinar

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

Apr. 25, 2024
Webinar

$

Best Practices on Handling Beneficiary Designations

ASPPA [American Society of Pension Professionals & Actuaries]

Apr. 27, 2024
Webinar

$

2024 NAFE

NIPA [National Institute of Pension Administrators]

Apr. 28, 2024
Texas

$

2024 Annual Employee Ownership Conference

National Center for Employee Ownership [NCEO]

Apr. 29, 2024
Florida

$

Spring Into the Future with SDIRAs

Retirement Industry Trust Association [RITA]

Apr. 29, 2024
District of Columbia

The HR Guide to Medicare

Corporate Synergies

May 1, 2024
Webinar

Telehealth: A Vital Piece of the Care Access Puzzle

National Institute for Health Care Management Foundation

May 1, 2024
Webinar

How Do State Employee Health Benefits Compare?

Segal

May 1, 2024
Webinar

$

Inflation Reduction Act's Medicare Prescription Payment Plan: New CMS Guidance

Strafford

May 1, 2024
Webinar

$

2024 HR Seminar

Warner Norcross & Judd LLP

May 1, 2024
Webinar

$

Peeling Back The Onion on the RX industry

Worldwide Employee Benefits Network [WEB] - DC Metro Chapter

May 1, 2024
Maryland

$

IRA Beneficiary Distributions, Part 1

Ascensus

May 2, 2024
Webinar

Unpacking the New Independent Contractor Final Rule and Employee Classification: Steps Employers Can Take

The Wagner Law Group P.C.

May 2, 2024
Webinar

$

Washington Legislative Update

International Foundation of Employee Benefit Plans [IFEBP]

May 6, 2024
District of Columbia

$

2024 Workplace Benefits Conference

LIMRA

May 6, 2024
Florida

Qualified Plan Fiduciary Summit

Qualified Plan Advisors [QPA]

May 6, 2024
Kansas

$

ERISA: Beyond the Basics

American Bar Association Joint Committee on Employee Benefits [JCEB]

May 7, 2024
Webinar

$

IRA Issues: Top 10 Wrap-up (2024 Edition)

Ascensus

May 7, 2024
Webinar

Definiti Academy: Advisor Track

Definiti LLC

May 7, 2024
Webinar

Definiti Academy: Plan Sponsor Track

Definiti LLC

May 7, 2024
Webinar

$

2024 Second Annual Mental Health Forum

Greater Orlando Society for Human Resource Management [GOSHRM]

May 7, 2024
Florida

$

Gender-Affirming Care and Group Health Plans: Insured vs. Self-Funded Plans, Applicable Federal Laws, State Law Issues

Strafford

May 7, 2024
Webinar

$

Assessing Fiduciary Obligations for Pension Risk Transfers

Conference of Consulting Actuaries

May 8, 2024
Webinar

$

2024 DMEC Virtual Compliance Conference

Disability Management Employer Coalition [DMEC]

May 8, 2024
Virtual Conference

Fiduciary Obligations in Health and Welfare Plans, Session 4: Fiduciary Deep Dive, Part 3

Thompson Hine LLP

May 8, 2024
Webinar

$

IRA Beneficiary Distributions, Part 2

Ascensus

May 9, 2024
Webinar

$

Controlled Groups and Affiliated Service Groups: What Are They and Why Do They Matter?

ASPPA [American Society of Pension Professionals & Actuaries]

May 9, 2024
Webinar

Examining Increasing Health Plan Fee Litigation

Corporate Synergies

May 9, 2024
Webinar

Hiring and Monitoring a Retirement Plan Service Provider

Frost Brown Todd LLC

May 9, 2024
Webinar

Compensation Trends in M&A Transactions

Williams Mullen

May 9, 2024
Webinar

$

Employee Benefits in Mergers and Acquisitions National Institute 2024

American Bar Association Joint Committee on Employee Benefits [JCEB]

May 14, 2024
Webinar

$

Cash Balance Plans: Actual Rate of Return Plans

American Society of Enrolled Actuaries [ASEA]

May 14, 2024
Webinar

​Risks and Rewards of Offering Tax-Favored Accounts

UBA [United Benefit Advisors]

May 14, 2024
Webinar

$

Pharmacy Pulse: New Cutting-Edge, Compelling, and Costly Treatments

Conference of Consulting Actuaries

May 15, 2024
Webinar

$

COBRA Compliance: Employer Tips From Audit Guidelines and Class Action Litigation

Lorman Education Services

May 15, 2024
Webinar

Annual Summit - Full Throttle: Navigating the Accelerating Benefits Landscape

New England Employee Benefits Council [NEEBC]

May 15, 2024
Webinar

$

Retirement Plan Auditors and Attorney Spill the Tea on Hot Topics in ERISA

Pension Education Council of Atlanta [PECA]

May 15, 2024
Georgia

$

PSCA National

PSCA [Plan Sponsor Council of America]

May 15, 2024
Utah

$

Plan Design and Compliance Testing Issues for Controlled Groups

ASC

May 16, 2024
Webinar

$

Building and Maintaining a Compliant IRA Program

Ascensus

May 16, 2024
Webinar

$

EBRI & ABC 2024 Spring Policy Forum

EBRI [Employee Benefit Research Institute]

May 16, 2024
District of Columbia

Groom’s 26th Annual Seminar

Groom Law Group

May 16, 2024
Webinar

$

401(k) Plan Nondiscrimination Testing and Compliance: Guidance for Employee Benefits Counsel and Plan Sponsors

Strafford

May 21, 2024
Webinar

Practical and Tactical Actions for Small Business Owners

TRA [The Retirement Advantage]

May 22, 2024
Webinar

$

Keeping Up with SECURE 2.0: Guidance on New Requirements and Choices

Worldwide Employee Benefits Network [WEB]

May 23, 2024
Webinar

$

Keeping Up with SECURE 2.0: Guidance on New Requirements and Choices

Worldwide Employee Benefits Network [WEB] - New York Chapter

May 23, 2024
Webinar

$

Aggregation Aggravation: Identifying Controlled and Affiliated Service Groups

ASPPA [American Society of Pension Professionals & Actuaries]

May 25, 2024
Webinar

The Employer’s Mental Health Parity Update for 2024

Baldwin Risk Partners

May 29, 2024
Webinar

$

Current State of Social Security

Conference of Consulting Actuaries

June 5, 2024
Webinar

Opportunities and Challenges of the Student Loan Matching Feature

TRA [The Retirement Advantage]

June 5, 2024
Webinar

$

SECURE 2.0 - Latest Issues and Guidance

ASC

June 6, 2024
Webinar

Mastering COBRA: Every Day and in M&A

UBA [United Benefit Advisors]

June 11, 2024
Webinar

$

Form 5500 Update

ASPPA [American Society of Pension Professionals & Actuaries]

June 12, 2024
Webinar

$

Missing Participants: Best Practices and Red Flags for Fiduciaries

ASPPA [American Society of Pension Professionals & Actuaries]

June 13, 2024
Webinar

Cybersecurity for Retirement Plans

TRA [The Retirement Advantage]

June 19, 2024
Webinar

ERISA at 50: How We Got Here and Where Employee Benefits Law is Headed

Worldwide Employee Benefits Network [WEB]

June 20, 2024
Webinar

ERISA at 50: How We Got Here and Where Employee Benefits Law is Headed

Worldwide Employee Benefits Network [WEB] - New York Chapter

June 20, 2024
New York

$

IRAs: Handling Complex Death Claims

Ascensus

July 9, 2024
Webinar

Understanding FMLA and State Paid Family Medical Leave Plans​

UBA [United Benefit Advisors]

July 9, 2024
Webinar

$

AI and the Actuarial Profession

Conference of Consulting Actuaries

July 10, 2024
Webinar

$

Compensation in Qualified Plans

ASC

July 11, 2024
Webinar

$

IRA Legal Issues

Ascensus

July 11, 2024
Webinar

$

Termination of Retirement Plans Demystified

ASPPA [American Society of Pension Professionals & Actuaries]

July 11, 2024
Webinar

$

Fraud What You Need To Know

Ascensus

July 18, 2024
Webinar

$

Connect Global Employee Benefits & Workforce Strategies Summit

International Foundation of Employee Benefit Plans [IFEBP]

July 22, 2024
Illinois

Understanding the Basics of Medicare Requirements for Employee Benefits

Baldwin Risk Partners

July 31, 2024
Webinar

$

2024 Legislative Update

Ascensus

Aug. 1, 2024
Webinar

$

ERISA 2024: The Evolving World

PLI [Practising Law Institute]

Aug. 5, 2024
Webinar

$

ERISA 2024: The Evolving World

PLI [Practising Law Institute]

Aug. 5, 2024
New York

$

IRA Beneficiary Distributions, Part 1

Ascensus

Aug. 6, 2024
Webinar

$

Participant Disclosures and Notices

ASC

Aug. 8, 2024
Webinar

$

IRA Trust Beneficiary Issues and How to Handle Them

Ascensus

Aug. 8, 2024
Webinar

Keep It Classy: Identifying Employees Properly

UBA [United Benefit Advisors]

Aug. 13, 2024
Webinar

$

IRA Beneficiary Distributions, Part 2

Ascensus

Aug. 15, 2024
Webinar

$

HSA Fundamentals

Ascensus

Aug. 20, 2024
Webinar

$

Professionalism for Healthcare Actuaries

Conference of Consulting Actuaries

Aug. 21, 2024
Webinar

An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

Baldwin Risk Partners

Aug. 28, 2024
Webinar

$

HSAs - Advanced

Ascensus

Sept. 10, 2024
Webinar

ERISA: It's Not Just About Retirement

UBA [United Benefit Advisors]

Sept. 10, 2024
Webinar

$

Looking Back at ASOP 51

Conference of Consulting Actuaries

Sept. 11, 2024
Webinar

$

IRAs: Establishing and Amending

Ascensus

Sept. 12, 2024
Webinar

$

IRAs and Employer Plans: Recognizing Prohibited Transactions

Ascensus

Sept. 17, 2024
Webinar

$

Retiree Medical Options and Valuation Considerations for Retiree Group Benefits

Conference of Consulting Actuaries

Sept. 18, 2024
Webinar

Demand Stays Strong for Cash Balance Plans

TRA [The Retirement Advantage]

Sept. 18, 2024
Webinar

$

IRA Fundamentals

Ascensus

Sept. 24, 2024
Webinar

$

Public Pension HR Summit

National Conference on Public Employee Retirement Systems [NCPERS]

Sept. 24, 2024
Colorado

Making the Switch from Fully Insured to Self-funded

Baldwin Risk Partners

Sept. 25, 2024
Webinar

$

IRA Excess Contributions and Recharacterizations

Ascensus

Sept. 26, 2024
Webinar

Best Practices for a Successful Open Enrollment

UBA [United Benefit Advisors]

Oct. 8, 2024
Webinar

$

Advise | AI

FinancialPlanning

Oct. 9, 2024
Nevada

$

IRA Distributions

Ascensus

Oct. 15, 2024
Webinar

Social Security and You

TRA [The Retirement Advantage]

Oct. 23, 2024
Webinar

$

IRA Withholding and Getting It Right

Ascensus

Oct. 24, 2024
Webinar

$

HSAs: Top 10 Wrap-up (2024 Edition)

Ascensus

Oct. 31, 2024
Webinar

$

IRA Reporting

Ascensus

Nov. 5, 2024
Webinar

$

2024 Behavioral Health Tech Conference

Going Digital Health

Nov. 5, 2024
Arizona

$

Current Topics in Employee Benefits

Conference of Consulting Actuaries

Nov. 6, 2024
Webinar

$

Current Developments (2024)

ASC

Nov. 7, 2024
Webinar

$

IRA Required Minimum Distributions

Ascensus

Nov. 7, 2024
Webinar

$

HSAs and Medicare

Ascensus

Nov. 12, 2024
Webinar

Compliance Considerations for Self-Funding

UBA [United Benefit Advisors]

Nov. 12, 2024
Webinar

$

Orange is the New Gray

Conference of Consulting Actuaries

Nov. 13, 2024
Webinar

$

IRA Transfers and Rollovers

Ascensus

Nov. 14, 2024
Webinar

Medicare: Understanding and Navigating the Planning Process

TRA [The Retirement Advantage]

Nov. 20, 2024
Webinar

$

Ethics (2024)

ASC

Dec. 5, 2024
Webinar

$

IRAs: Handling Complex Death Claims

Ascensus

Dec. 5, 2024
Webinar

Year-End Compliance Reminders and a Look Ahead to 2025

UBA [United Benefit Advisors]

Dec. 10, 2024
Webinar

$

Financial Reporting in Healthcare

Conference of Consulting Actuaries

Dec. 11, 2024
Webinar

The Ethical Actuary: A Guide to Principled Plan Possibilities

American Society of Enrolled Actuaries [ASEA]

Dec. 14, 2024
Webinar