2010 Back-to-Basics Series

Description	An 18-part series designed to help you get the continuing education credit you need, at a discounted cost you can afford. Our Back-to-Basics package offers the best foundation in Retirement Plan learning that you can get today. Each session is 60 minutes long. The first, eighth and last session will be live, the other 15 classes are recorded. The last session is in a question and answer format, so bring all the questions you gathered from the first seventeen classes and we'll discuss them live. List of eSeminars Topics Include: Module 1 - Overview of Types of Plans Module 2 - Types of Document, Restatement Cycles and 401(a) Module 3 - Eligibility, Participation and Coverage Module 4 - Vesting, Break-in-service, Forfeitures Module 5 - Contributions, Section 415 and Post-Severance Module 6 - DC/DB Deductions, Timing of Contributions and Antialienation Module 7 - Keys, Attribution and HCEs Module 8 - Top Heavy Contributions Module 9 - Distributions Module 10 - Required Minimum Distributions and Death Distributions Module 11 - Cash or Deferred Arrangements Module 12 - Designated Roth Accounts Module 13 - ADP/ACP Testing Module 14 - 401(k) Safe Harbor and SIMPLE Module 15 - Automatic Enrollment and QDIA Module 16 - Participant Loans Module 17 - Plan Reporting and Disclosure Module 18 - Q&A (no CE credit) The attendees will have 30 days from the date of the last class to view the entire recorded sessions in the series. The Back-to-Basics Series (package of 18) is $399 per attendee. Group rates for an institution are available. Spring Series Module 1 - 4/8 11:00 AM ET Module 8 - 5/27 11:00 AM ET Module 18 (Q&A) - 6/24 11:00 AM ET Summer Series Module 1 - 7/8 11:00 AM ET Module 8 - 8/5 11:00 AM ET Module 18 Q&A - 9/2 11:00 AM ET Fall Series Module 1 - 10/14 11:00 AM ET Module 8 - 11/18 11:00 AM ET Module 18 Q&A - 12/16 11:00 AM ET 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

Fee	$399.00 (per attendee)

Course Level	Basic

Prerequisite	None

CPE Credit	You may be eligible for 17 CPE credits

Who Should Attend?	Retirement Plan Professionals

Duration	18 - 60 minutes 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.

Overview of Types of Plans

Session Schedule

	Date	Time	Presenter

	07/08/10	11:00	Bill Grossman
	10/14/10	11:00	Bill Grossman

Top Heavy Contributions

Session Schedule

	Date	Time	Presenter

	08/05/10	11:00	Bill Grossman
	11/18/10	11:00	Bill Grossman

Q&A

Session Schedule

	Date	Time	Presenter

	09/02/10	11:00	Bill Grossman
	12/16/10	11:00	Bill Grossman