Event Description
 
Recorded - 2009 403(b) Series
 
Description Our acclaimed series has been updated for 2009. This six-part series is designed to help you get the continuing education credit you need, at a discounted cost you can afford. You get the educational most for your money with this series of six and build the best foundation in 403(b) Plans that you can get today.

List of eSeminars topics include:
(click on title to read description)

All 403(b) modules will be presented 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.

 
Fee $399.00 (per attendee) click for multiple Attendee Pricing
 
Course Level Basic to Intermediate
 
Prerequisite None
 
CPE Credit You may be eligible for 7 CPE credits
 
Who Should Attend? Retirement Plan Professionals
 
Duration Module 1 – 100 minutes
Modules 2 – 6 are 60 minute modules
 
Administrative Policy Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints
 
Cancellation Policy Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar.
 
 
Select a time for each Live session.
Times listed are in Eastern Standard Time.
You will be automatically registered in any Prerecorded sessions.
 
 
 
 
Recorded - Plan Document Requirement, Employer Eligibility, Types of 403(b)s
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Qualified Plan Parity, ERISA v. Non-ERISA, Plan Termination
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Universal Availability, Catch-up Coordination, Post-Severance Compen.
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Distributions, Hardships, Loans
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Transfers, Contract Exchanges, RMD Regs.
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - 403(b) Plan Design Concepts
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  


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