Event Description         CODA Rules, Deferrals, Catch-ups and Matching Course Description A nine-part series designed to help you get the continuing education credit you need, at a discounted cost you can afford. Each eSeminar is offered alone, but you'll get the most for your money, by taking the entire series of nine and building the best foundation in Retirement Plan learning that you can get today. The ninth session is in a question and answer format, so bring all the questions you gathered from the first eight classes and we'll discuss them live. List of eSeminars topics include (click on title to read description): Module 1 - Recorded - CODA Rules, Deferrals, Catch-ups and Matching  (10/2/09 @ 11am) Module 2 - Recorded - Roth Deferrals and Overview of Cross-testing Module 3 - Recorded - ADP and ACP Testing Module 4 - Recorded - 401(k) Safe Harbor and SIMPLE Plans Module 5 - Automatic Enrollment  (10/23/09 @ 11am) Module 6 - Recorded - QDIA and 401(k) Disclosures Module 7 - Recorded - Participant Loans Module 8 - Recorded - Hardships, In-Service, Deferral Distribution Events Module 9 - Q&A  (12/11/09 @ 11am) Session 1, 5 and 9 of the series will be live. The attendees will have 6 weeks from the date they sign up to view the six recorded sessions in the series. Each Back-to-Basics Series (package of 9) is $499 per attendee. Purchase both Back-to-Basics Series (package of 18) for $749 per attendee. Each Back-to-Basics class (live and recorded) is also available for purchase as a standalone eSeminar for $249 per computer, unlimited attendees. Click on the module name for details. Group rates for an institution are available. Complete package will be available for purchase after 3/19/09. Need it sooner? Our 2008 Back-to-Basic seminars are still available for purchase. Click here to purchase or contact McKay Hochman at 973-492-1880 for additional information. 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 Possible Attendees Retirement Plan Professionals Course Duration 9 - 100 minutes Course Fee $499.00 Multiple Attendee Pricing Course Requirements System Requirements Windows 2000, XP, 2003, Vista: Internet Explorer 6/7/8 or Firefox 2/3 or Chrome 1 JavaScript and cookies enabled Recommend ActiveX be enabled for Internet Explorer Intel or AMD Processor (1 GHz or faster) At least 512 MB RAM (at least 2 GB RAM for Vista) MAC OS X 10.4,10.5 Safari 3 or Firefox 2/3 JavaScript and cookies enabled Requires Apple Java 5 or higher No support for Remote Access PowerPC G4/G5 or Intel processor At least 512 MB RAM Audio Conferencing Requirements Telephone with mute button (A toll-free teleconferencing number will be included in the e-mail login instructions or at login.)   Session Schedule     Date Time Presenter   10/02/09 11:00 Bill Grossman         Recorded - Roth Deferrals and Overview of Cross-testing Course Description X Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Recorded - ADP and ACP Testing Course Description Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Recorded - 401(k) Safe Harbor and SIMPLE Plans Course Description X Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Automatic Enrollment Course Description Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   10/23/09 11:00 Bill Grossman         Recorded - QDIA and 401(k) Disclosures Course Description X Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Recorded - Participant Loans Course Description Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Recorded - Hardships, In-Service, Deferral Distribution Events Course Description X Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/31/09 09:00 Bill Grossman         Q&A Course Description Possible Attendees Course Duration Course Fee $499.00 Multiple Attendee Pricing Course Requirements   Session Schedule     Date Time Presenter   12/11/09 11:00 Bill Grossman