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Last year, more than 1,000 retirement plan professionals, including ERISA attorneys, actuaries, CPAs and third party administrators, attended our seminars and webinars. This is what your fellow professionals have to say about our seminars and webinars.
We provide a number of seminars and webinars through the year on a variety of topics, both live seminars in Orlando, and easy-to-access webinars provided over the Internet. We also conduct private, onsite seminars designed and customized to meet your educational needs.
- Our upcoming seminars and webinars are:
- Qualified Transportation Fringe Benefits: The 132(f)Basics, Wednesday, Nov. 5, 2008, 1pm ET. If you have been thinking of offering qualified transportation fringe benefits to your employees or adding Qualified Transportation Expense (QTE) plans to the types of cafeteria plans you offer your plan sponsors, this live web seminar is for you. As gas prices have increased, so has the popularity of qualified transportation fringe benefits. This seminar discusses what qualified transportation benefits are available through a QTE plan, including parking, transit passes, carpooling or vanpooling and the new "qualified bicycle commuting" benefit just added to Internal Revenue Code section 132(f) by the Bailout Bill, along with how to combine benefits, such as parking and transit, to maximize the total impact of these benefits for employees. This seminar is 50 minutes long and is designed to meet ASPPA's and NIPA's requirements for 1 CE credit.
- Contact us for more information about holding one of our private, onsite seminars at your office.
Newsletters
Every month, we provide our customers with a free general newsletter covering recent guidance issued by the IRS, PBGC, and the Dept. of Labor in an easy-to-follow format. Emailed on the second and fourth Tuesday of each month, our monthly newsletter is a quick way to keep current. To receive our newsletter, click below on "Join Our Email List" to sign up.
In addition to the monthly newsletter, we publish two monthly newsletters which focused on specific types of plan documents. Our 403(b) Monthly Update and Cash Balance Monthly Update include information on recent guidance, litigation and court decisions, as well as addressing specific issues, such as vesting, discrimination and eligibility issues.
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