McKay Recorded Events
 

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eSeminars are priced per attendee. Multiple attendees discounts are available.
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Recorded eSeminars
  Recorded
Date
Name Duration  

03/26/13 Form 5500 Update 100 minutes  
02/21/13 2013 First Quarter Update 100 minutes  
02/12/13 Employee Plan Compliance Resolution Systems (EPCRS) 2013 100 minutes  
01/23/13 Rehires, including HEART and USERRA 100 minutes  
12/14/12 Controlled Groups 100 minutes  
12/13/12 Ethics and Circular 230 60 minutes  
11/30/12 Required Minimum Distributions 100 minutes  
11/08/12 Hardship, In-service and Elective Deferral Distributions 100 minutes  
11/07/12 2012 Fourth Quarter Update 100 minutes  
10/25/12 Ethics Case Studies 60 minutes  
09/27/12 Davis-Bacon Plans 100 minutes  
08/22/12 2012 Third Quarter Update 100 minutes  
07/20/12 ERISA Disclosure Under 404(a)(5) and 408(b)(2) 100 minutes  
06/27/12 Qualified Default Investment Alternative 100 minutes  
06/15/12 Automatic Contribution Arrangements (ACA, QACA, EACA) 100 minutes  
06/05/12 401(k) Safe Harbor and SIMPLE Plans 100 minutes  
05/31/12 The Complex World of ADP/ACP Testing 100 minutes  
05/17/12 Cash or Deferred Arrangements 100 minutes  
05/16/12 2012 Second Quarter Update 100 minutes  
05/11/12 Notices and Disclosure [other than ERISA 404(a)(5)] 60 minutes  
04/24/12 Distributions 60 minutes  
04/17/12 Keys, Attribution and HCEs 60 minutes  
04/10/12 Form 5500 Update 100 minutes  
04/09/12 Contributions, Section 415 and Post-Severance 60 minutes  
04/05/12 Vesting, Break-in-service, Forfeitures 60 minutes  
04/03/12 Eligibility, Participation and Coverage 60 minutes  
03/29/12 Types of Document, Restatement Cycles and 401(a) 60 minutes  
02/22/12 2012 First Quarter Update 100 minutes  
01/27/12 Participant Loans 100 minutes  
12/15/11 2011 Back-to-Basics Series 18 - 60 minutes modules  
12/06/11 Participant Disclosure 100 minutes  
11/30/11 Retirement Plan Electronic Disclosure Rules 100 minutes  
11/22/11 The PPA Restatement & Revenue Procedure 2011-49 100 minutes  
11/09/11 Controlled Groups 100 minutes  
11/02/11 2011 Fourth Quarterly Update 100 minutes  
10/05/11 2011 Ethics for the Retirement Plan Professional 100 minutes  
09/28/11 403(b) Update 100 minutes  
08/25/11 Hardships, In-service and Elective Deferrals Distributions 100 minutes  
08/23/11 What a 401(k) Administrator Needs to Know About IRAs 100 minutes  
08/17/11 2011 Third Quarterly Update 100 minutes  
06/28/11 Qualified Default Investment Alternative 100 minutes  
06/21/11 Participant Loans 100 minutes  
06/15/11 Ethics for the Retirement Plan Professional 100 minutes  
05/18/11 2011 Second Quarterly Update 100 minutes  
04/14/11 Automatic Contribution Arrangements 100 minutes  
04/12/11 Defined Benefit Prototype Plan Three separate 100-minute sessions  
04/07/11 2011 Roth Conversion and Portability 100 minutes  
03/22/11 Form 5500 Update 100 minutes  
03/17/11 Complex RMD Issues 100 minutes  
02/24/11 Controlled Groups 100 minutes  
02/08/11 2011 First Quarterly Update 100 minutes  
01/19/11 Terminating 401(k) and Other Defined Contribution Plans 100 minutes  
12/10/10 Overview of Cross-Testing 100 minutes  
10/27/10 403(b) Update 100 minutes  
10/21/10 New Roth Conversion and Portability 100 minutes  
10/06/10 Ethics for the Retirement Plan Professional with Bill Grossman 100 minutes  
09/17/10 Safe Harbor 401(k)s: Design and Correction 100 minutes  
06/23/10 Advanced RMD Issues 100 minutes  
04/28/10 Top-Heavy Rules, Keys, Family Attribution, Bonding 100 minutes  
04/22/10 Ethics for the Retirement Plan Professional with Rich Hochman 100 minutes  
01/14/10 2009 Form 1099-R and Form 5498 Series 2 - 100 minutes modules  
10/15/09 2009 403(b) Series Module 1 – 100 minutes
Modules 2 – 6 are 60 minute modules
 
04/23/09 Defined Contribution Plan Design Alternatives for Small Employers 100 minutes  
04/14/09 Reviewing the McKay Hochman EGTRRA Prototype Plan Three separate 100-minute sessions.  
 
 
Newkirk McKay Hochman MasteryPOINT Financial Technologies