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| Overview of Types of Plans, Documents & Guidance |
| Course Description |
These two programs provide 18, 100-minute eSeminars of which 6 are offered live. The program provides 36 CE credits and an in-depth coverage for either the novice or anyone desiring a refresher/update. The materials have been updated for the Worker, Retiree, Employer Recovery Act, the HEART Act, and the latest IRS and DOL guidance. The combined program offers the greatest discount and includes all of the detailed power point slides for your reference.
2009 Back-to-Basics Series: Qualified Plans Foundation
List of eSeminars topics include
(click on title to read description):
Session 1, 5 and 9 of the series will be live. The attendees will have until December 31, 2009 to view the six recorded sessions in the series.
2009 Back-to-Basics Series: 401(k) Plans
List of eSeminars topics include
(click on title to read description):
Session 1, 5 and 9 of the series will be live. The attendees will have 12 weeks from the date they sign up to view the 12 recorded sessions in the series.
All Back-to-Basics Series modules will be presented by Bill Grossman, QPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Website www.mhco.com. |
Possible Attendees |
Retirement Plan Professionals |
| Course Duration |
18 – 100 minute modules |
| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
System RequirementsWindows 2000, XP, 2003, Vista:
Internet Explorer 6/7/8 or Firefox 2/3 or Chrome 1 JavaScript and cookies enabled Recommend ActiveX be enabled for Internet Explorer Intel or AMD Processor (1 GHz or faster) At least 512 MB RAM (at least 2 GB RAM for Vista)MAC OS X 10.4,10.5Safari 3 or Firefox 2/3 JavaScript and cookies enabled Requires Apple Java 5 or higher No support for Remote Access PowerPC G4/G5 or Intel processor At least 512 MB RAMAudio Conferencing Requirements
Telephone with mute button (A toll-free teleconferencing number will be included in the e-mail login instructions or at login.)
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| Recorded - Eligibility and Participation |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Vesting, DC Contributions, Allocations |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - 415 Limitations, Deductions, Anti-alienation |
| Course Description |
x |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
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| Top Heavy Rules, Keys, Attribution, HCEs |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Plan Reporting and Disclosure |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Distributions, QJSA |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - RMD and Deceased Distributions |
| Course Description |
x |
Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Q&A |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| CODA Rules, Deferrals, Catch-ups and Matching |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Roth Deferrals and Overview of Cross-testing |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - ADP and ACP Testing |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - 401(k) Safe Harbor and SIMPLE Plans |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Automatic Enrollment |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
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| Recorded - QDIA and 401(k) Disclosures |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Participant Loans |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Recorded - Hardships, In-Service, Deferral Distribution Events |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
| Course Requirements |
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| Q&A |
| Course Description |
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Possible Attendees |
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| Course Duration |
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| Course Fee |
$749.00 Multiple Attendee Pricing |
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