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Dec. 4, 2025
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Current Developments (2025)

Nov. 6, 2025
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Aug. 7, 2025
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Unsure About Plan Doc Deadlines?

July 10, 2025
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SECURE 2.0 Update Plus

May 15, 2025
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Basics of 401(k) Plans Series for 2025: Session 3

Feb. 6, 2025
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Basics of 401(k) Plans Series for 2025: Session 2

Jan. 23, 2025
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Basics of 401(k) Plans Series for 2025: Session 1

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Dec. 5, 2024
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Current Developments (2024)

Nov. 7, 2024
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Keep It Simple, Sam! Designing Retirement Plans That Work!

Sept. 12, 2024
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Participant Disclosures and Notices

Aug. 8, 2024
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Compensation in Qualified Plans

July 11, 2024
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SECURE 2.0 - Latest Issues and Guidance

June 6, 2024
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Plan Design and Compliance Testing Issues for Controlled Groups

May 15, 2024
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Long-Term Part-Time Employees - Where Do We Stand?

Apr. 11, 2024
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Fundamentals of Qualified Retirement Plans (2024): Session 5

Mar. 21, 2024
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Fundamentals of Qualified Retirement Plans (2024): Session 4

Feb. 22, 2024
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Fundamentals of Qualified Retirement Plans (2024): Session 3

Feb. 8, 2024
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Fundamentals of Qualified Retirement Plans (2024): Session 2

Jan. 25, 2024
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Fundamentals of Qualified Retirement Plans (2024): Session 1

Jan. 11, 2024
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Sept. 21, 2023
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When Plan Participants Die

Aug. 10, 2023
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Plan Terminations and Partial Plan Terminations

July 13, 2023
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Plan Documents: Obscure Qualification Provisions

June 15, 2023
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Church Plans under 403(b) and 401(a)

May 18, 2023
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Safe Harbor Plans

May 11, 2023
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403(b) Plans: Cycle 2 Update

Mar. 30, 2023
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EPCRS Case Studies

Mar. 23, 2023
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Prep for Compliance Testing

Jan. 12, 2023
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Distributions and Forfeitures

Sept. 15, 2022
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Eligibility & Plan Design

Aug. 11, 2022
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Prevent Protective Benefit "Gotchas"

July 14, 2022
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457(b) Governmental and Tax-Exempt Plans Update

June 16, 2022
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Master the Rules for Short and Off-Calendar Year Plans

May 26, 2022
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