Event Description
 
401(k) Essentials Plus Series
 
Description

Our 401(k) Essentials Plus series presents a tremendous amount of 401(k) plan knowledge, necessary for every 401(k) plan practitioner in today’s cutting-edge competitive marketplace. Each session focuses on a different part of the 401(k) world. Together, all ten sessions add up to a very comprehensive, in-depth coverage of 401(k) plan knowledge. This series will help you improve 401(k) plan administration, and reduce compliance problems as well. It is geared to both beginners and experienced staffers who wish a thorough review. It is right up-to-date with the latest regulatory and law changes.

There are ten 100-minute modules; Module 2, 8, and 10 will be “live”, and the other seven modules are pre-recorded. Each module is available individually. However, if you subscribe to the entire package, you will receive a substantial savings.

Click on any module below for a full description of that module or to sign-up for just that module. To sign-up for the entire series, scroll to the end of this page.

List of 10 Modules:

Bill Grossman, QPA, ERPA, and Director of Education and Communications at McKay Hochman, will present this series. Bill is also editor of McKay Hochman’s newsletters, E-mail Alerts and website, www.mhco.com.

 
Fee Individual Module:
$129.00 per non-client attendee
$89.00 per client attendee (discount code required)
 
  Entire Series:
$449.00 per non-client attendee
$399.00 per client attendee (discount code required)
 
  Qualified Plan Essentials Plus series
and 401(k) Essentials Plus series:
$699.00 per non-client attendee (call to register)
$599.00 per client attendee (call to register)
 
  Please call (973) 492-1880 or email seminars@mhco.com to take advantage of discounts.
 
Course Level Basic to Advanced
 
Prerequisite None
 
You may be eligible for 2 CPE credits for individual module
You may be eligible for 20 CPE credits for series
 
  CPE Statement

CPE Statement

This seminar, as well as other programs sponsored by McKay Hochman Co., Inc., is generally approved for continuing education credit by National Institute of Pension Administrators (NIPA), American Society of Pension Professionals and Actuaries (ASPPA), Enrolled Retirement Plan Agent (ERPA), Enrolled Agents (EAs), and the Joint Board for Enrollment of Actuaries, and is designed to meet the continuing education requirements for individual professional affiliations.

 
  NASBA Statement - NASBA CE is for "live" modules only

NASBA Statement

McKay Hochman Co., Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 
Who Should Attend? Retirement Plan Professionals
 
Duration 10 - 100 minute modules
 
Delivery Mode Live Modules – Group Internet-based
Recorded Modules – Self-study
 
Advance Preparation None
 
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 An eSeminar may be canceled prior to the class material being provided. There will be a cancellation processing fee of $40. There are no cancellations after the material has been provided. Substitutions are allowed.
 
  McKay Hochman clients entitled to the discount rate: please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code.
 
 
Times listed are in Eastern Time (ET).

Select a time for each "live" session.
You will be automatically registered in any pre-recorded sessions.
 
 
 
 
Recorded - Module 1 - Cash or Deferred Arrangements
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Module 2 – Designated Roth Accounts and Roth Conversions
 
Session Schedule
 
  Date Time Presenter  

05/20/13 02:00 PM ET Bill Grossman  
07/17/13 11:00 AM ET Bill Grossman  

 
 
 
Recorded - Module 3 – The Complex World of ADP/ACP Testing
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Module 4 – 401(k) Safe Harbor and SIMPLE Plans
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Module 5 – Automatic Contribution Arrangements (ACA, QACA, EACA)
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Module 6 – Qualified Default Investment Alternative
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Recorded - Module 7 – Hardship, In-service and Elective Deferral Distributions
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Module 8 – Participant Loans
 
Session Schedule
 
  Date Time Presenter  

06/20/13 11:00 AM ET Bill Grossman  

 
 
 
Recorded - Module 9 – ERISA Disclosure Under 404(a)(5) and 408(b)(2)
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  

 
 
 
Module 10 – Overview of Cross-testing
 
Session Schedule
 
  Date Time Presenter  

08/22/13 11:00 AM ET Bill Grossman  


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