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Employee Benefits Educational Events

All Prerecorded Presentations

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Date Title Sponsor
7/26/2016 DB Top Ten Tips Webcast  ASC
7/26/2016 Ethical Issues for 403(b) Advisors  National Tax-Deferred Savings Association [NTSA]
7/21/2016 IRA Basics  Ascensus
7/21/2016 Prohibited Transactions  ASPPA [American Society of Pension Professionals & Actuaries]
7/20/2016 ACFC Exam Preparation Session 8: Employer Reporting and Compliance Calendar  ECFC [Employers Council on Flexible Compensation]
7/19/2016 DC-2 Exam Review: Tips and Traps  ASPPA [American Society of Pension Professionals & Actuaries]
7/19/2016 HSA Basics  Ascensus
7/18/2016 Fundamentals 16: Distributions [2016]   FIS Relius Education
7/17/2016 HSA Proliferation in the New Health Care Market  Ascensus
7/14/2016 New Final Wellness Program Regulations: Compliance Requirements Clarified, Finally!  ABD Insurance & Financial Services
7/13/2016 Creative Uses of HSAs  Lorman Education Services
7/12/2016 Opportunity is Knocking: How Benefits Lay the Groundwork for a Thriving Workplace  PlanSource
7/12/2016 Participant Loans from A to Z  ASPPA [American Society of Pension Professionals & Actuaries]
7/6/2016 ACFC Exam Preparation Session 7: Preparing for DOL Audits  ECFC [Employers Council on Flexible Compensation]
6/30/2016 Operational Impact of Fiduciary Rule Changes  Roland|Criss Fiduciary Services
6/30/2016 Reverse Churning and How the DOL Addresses the Problem Under the New Fiduciary Rule  fi360
6/29/2016 Behavioral Finance: Why Participants Sometimes Make Irrational Decisions  ASPPA [American Society of Pension Professionals & Actuaries]
6/29/2016 Retirement Plans in the Courtroom: What Plan Sponsors Need to Know  Segal Consulting
6/28/2016 Compensation, Conflicts, and Best Practices Under the DOLís Fiduciary Rule  fi360
6/28/2016 Nightmare on TPA Street  ASPPA [American Society of Pension Professionals & Actuaries]
6/23/2016 Getting Ahead of the Curve: Helping Trustees Manage Pension Plan Risk in a Changing World  Segal Consulting
6/23/2016 IRA Hard-to-Value Assets and Prohibited Transactions  Ascensus
6/23/2016 The Effects of ACA on Medical Expense Accounts (HSAs, FSAs and HRAs)  International Foundation of Employee Benefit Plans [IFEBP]
6/22/2016 Fresh Perspectives on Assumption Setting  ASPPA College of Pension Actuaries [ACOPA]
6/16/2016 DOL Fiduciary Rule Litigation Impacts  Sutherland Asbill & Brennan LLP

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