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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:
- The Summer CE Series, a series of 6 live web seminars between Memorial Day and Labor Day covering the following topics in 50 minute segments offered at noon ET and again at noon PT:
- The Final 415 Regs: Not Just for Defined Benefit Plans, Wednesday, June 4th
- Current Topics in Employee Plans, Wednesday, June 18th.
- Loans to Participants and Beneficiaries, Wednesday, July 9th.
- QOSA: The QJSA Alternative, Wednesday, July 23rd.
- Beyond the Participant: Rollovers and Working Retirement, Wednesday, August 6th.
- Plan Amendments for 2008, Wednesday, August 20th.
- 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 first Tuesday of each month in the form of a clickable pdf link, our monthly newsletter is a quick way to keep current. Click here to sign up.
In addition to the monthly newsletter, we publish several quarterly newsletters focused on specific types of plan documents. Each specific newsletter is free with the purchase of the corresponding plan document or can be included as part of your annual education and support package.
- Cash Balance Plan Newsletter.
- Non-Qualified Deferred Compensation Plan Newsletter.
- Cafeteria and Premium Conversion Plan Newsletter.
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