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SPECIAL OFFER: Get 2 Free eSeminars!
Purchase four of our 100-minute eSeminars and get two free. For only $996, we'll provide you
a one-year term from the time-of-purchase to view all six eSeminars. Choose from our live
$249-per computer eSeminars or our library of over 30 recorded eSeminars. Click on the
course names below for event descriptions.
Call (973) 492-1880 to enroll by phone for this
special offer.
Offer expires 12/31/2010. Per attendee eSeminar Series are excluded from this offer.
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Name |
Duration |
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| eSeminar Packages |
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2010 Back-to-Basics Series |
18 - 60 minutes modules |
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| Live eSeminars |
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EPCRS, Latest Release and Recent Years |
100 minutes |
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2010 Third Quarter Update |
100 minutes |
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What a 401(k) Administrator Needs to Know About IRAs |
100 minutes |
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403(b) Update |
100 minutes |
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Safe Harbor 401(k)s: Design and Correction |
100 minutes |
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Defined Benefit Prototype Plan |
Three separate 100-minute sessions |
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Ethics for Retirement Plan Professionals |
100 minutes |
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Fiduciary Update for 2010 |
100 minutes |
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New Roth Conversion and Portability |
100 minutes |
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Terminating 401(k) and Other Defined Contribution Plans |
100 minutes |
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2010 Fourth Quarter Update |
100 minutes |
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Form 1099-R and Form 5498 |
Two 100 minute Sessions |
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Overview of Cross-Testing |
100 minutes |
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| Recorded eSeminars |
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Recorded - 2009 Document Restatement |
100 minutes |
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Recorded - Reviewing the McKay Hochman EGTRRA Prototype Plan |
Three separate 100-minute sessions. |
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Recorded -Designated Roth: Contributions, Distributions, Rollovers and Reporting |
100 minutes |
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Recorded - 401(k) Update |
100 minutes |
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Recorded - Corrective Distributions and 1099-R Reporting |
100 minutes |
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Recorded - Form 1099-R Reporting and Form 5498 |
100 minutes |
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Recorded - Plan Document Requirement, Employer Eligibility, Types of 403(b)s |
100 minutes |
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Recorded - Qualified Plan Parity, ERISA v. Non-ERISA, Plan Termination |
60 minutes |
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Recorded - Universal Availability, Catch-up Coordination, Post-Severance Compen. |
60 minutes |
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Recorded - Distributions, Hardships, Loans |
60 minutes |
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Recorded - Transfers, Contract Exchanges, RMD Regs. |
60 minutes |
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Recorded - 403(b) Plan Design Concepts |
60 minutes |
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Recorded - 2009 403(b) Series |
Module 1 – 100 minutes
Modules 2 – 6 are 60 minute modules |
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Recorded - 2009 Form 1099-R and Form 5498 Series |
2 - 100 minutes modules |
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Recorded - Controlled Groups |
100 minutes |
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Recorded - Ethics for the Retirement Plan Professional |
100 minutes |
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Recorded - Top-Heavy Rules, Keys, Family Attribution, Bonding |
100 minutes |
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Recorded - 2010 Second Quarter Update |
100 minutes |
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Recorded - Participant Loans |
100 minutes |
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Recorded - Advanced RMD Issues |
100 minutes |
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Recorded - 2010 First Quarter Update |
100 minutes |
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Recorded - What’s New on the 5500 Forms? |
100 minutes |
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Recorded - Overview of Types of Plans, Documents & Guidance |
100 minutes |
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Recorded - Form 5500 - Getting Ready for Plan Year 2009 |
100 minutes |
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Recorded - Automatic Enrollment |
100 minutes |
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Recorded - Defined Contribution Plan Design Alternatives for Small Employers |
100 minutes |
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Recorded - Q&A – Qualified Plans Foundation |
100 minutes |
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Recorded - CODA Rules, Deferrals, Catch-ups and Matching |
100 minutes |
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Recorded - Q&A – 401(k) Plans |
100 minutes |
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Recorded - 2009 Fourth Quarter Update |
100 minutes |
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Recorded - Hardships, In-service, Deferral Distributable Events |
100 minutes |
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Recorded - Participant Loans |
100 minutes |
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Recorded - Roth Deferrals and Overview of Cross-testing |
100 minutes |
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Recorded - ADP and ACP Testing |
100 minutes |
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Recorded - 401(k) Safe Harbor and SIMPLE Plans |
100 minutes |
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Recorded - RMD and Deceased Distributions |
100 minutes |
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Recorded - Plan Reporting and Disclosure |
100 minutes |
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Recorded - QDIA and 401(k) Disclosures |
100 minutes |
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