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)
Plan Document Requirements and Employer Eligibility
(09/10/09 @ 11am)
Qualified Plan Parity, ERISA v. Non-ERISA, Plan Termination
(09/17/09 @ 11am)
Universal Availability, Catch-up Coordination, Post-Severance Comp
(09/24/09 @ 11am)
Distributions, Hardships, and Loans
(10/01/09 @ 11am)
Transfers, Contract Exchanges, and RMD Regulations
(10/08/09 @ 11am)
403(b) Plan Design Concepts
(10/15/09 @ 11am)
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