NASBA Statement

McKay Hochman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417. Website: www.nasba.org.

 
 
Event Description
 
Recorded - 2010 First Quarter Update
 
Description

This is the first Quarterly Update eSeminars in 2010. Join us for an exclusive, interactive online seminar that will detail current topics and trends in the employee benefits field.

Topics Covered:

  • Rev. Proc 2010-6 Update on Submissions
  • WalMart Case and Fee Disclosure Goes Opposite of John Deere
  • Release of the 2009 Cumulative List for Cycle E Plans
  • Extension for PPA Code Section 436 DB Amendments
  • IRS Priority Guidance Plans for 2009-10
  • E-FAST2 Filing for 2009 Form 5500s and potential problems
  • Use of Newly Released "Summary Prospectus"
  • Keogh Plans and Exemptions From Bankruptcy

Our Quarterly Update sessions will be presented by Richard Hochman, President and COO of McKay Hochman. In his role as President and COO, Mr. Hochman supervises a team of attorneys and consultants in the design, drafting, and support of prototype and custom documents for financial institutions, brokerage firms, insurance companies, pension consultants, and plan sponsors. As a member of the firm's training faculty, he regularly participates as an instructor in continuing education programs sponsored by the firm. In addition, he provides written commentary and testimony in Washington, D.C., on regulatory issues relating to qualified retirement plans on behalf of clients.

 
Fee $249.00 per computer (multiple attendees can view from one computer)
$37.35 discount for NIPA members
(discount code required)
 
Course Level Intermediate/Advanced
 
Prerequisite None
 
CPE Credit You may be eligible for 2 CPE credits
 
Who Should Attend? CPAs, CFPs, Estate Planning Attorneys, IRA Custodians, Qualified Retirement Plan Trustees, and Administrators.
 
Duration 100 minutes
 
Delivery Mode Group Internet Based
 
Advanced Preparation None
 
NASBA Statement
 
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.
 
  NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code.
 
 
Select a time for each Live session.
Times listed are in Eastern Standard Time.
You will be automatically registered in any Prerecorded sessions.
 
 
 
 
Recorded - 2010 First Quarter Update
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Rich Hochman  
N/A N/A Rich Hochman  


Newkirk McKay Hochman MasteryPOINT Financial Technologies