| Title |
Sponsor |
| "403(b) Plans: Coverage and Nondiscrimination Testing" Web Seminar |
SunGard Relius |
| "Practical Guide to Plan Fee Disclosures" - A 3-part Web Seminar |
SunGard Relius |
| "The Final, Final Service Provider Fee Regulations – Finally!" Web Seminar |
SunGard Relius |
| 14th Annual Advanced Cafeteria Plans and Benefits Conference 2012 |
Thomson Reuters / EBIA |
| 2012 First Quarter Update |
McKay Hochman Co., Inc. |
| 2012 Power of 3 Workshop |
Simoneaux & Stroud Consulting Services |
| 3rd Annual HCC Best Practices for Proactive Medical Management |
Opal Events |
| 401(k) Plan Basic Operation |
Actuarial Consultants, Inc. |
| 401(k) Questionnaire Interim Report IRS Phone Forum |
Internal Revenue Service (IRS) |
| 401(k) Rekon Advisor Symposium- Boca Raton |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- McLean |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- Plano |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- Portland |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- Raleigh-Durham |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- Schaumburg |
401(k) Rekon |
| 401(k) Rekon Advisor Symposium- Woodland Hills |
401(k) Rekon |
| Annual Plan Administration |
Actuarial Consultants, Inc. |
| ASPPA 401(k) Summit |
American Society of Pension Professionals & Actuaries (ASPPA) |
| Best Hiring Practices in Employee Owned Companies |
National Center for Employee Ownership |
| Best Practices for S Corporation ESOPs |
National Center for Employee Ownership |
| Business Literacy |
National Center for Employee Ownership |
| Cafeteria Plan Election Changes: A Seminar Based on Your Scenarios |
Thomson Reuters / EBIA |
| CFDD 2012 Advisor Conference: Outcomes Based Consulting, Higher Margin Business & Increasing Efficiency |
Center for Due Diligence |
| Challenges and Solutions for Mature ESOP Companies |
National Center for Employee Ownership |
| Clawbacks, Non-competes and Corporate Governance Webcast |
McDonald Hopkins |
| Communicating Equity Compensation |
National Center for Employee Ownership |
| Creative 401(k) Testing Techniques Webcast |
American Society of Pension Professionals & Actuaries (ASPPA) |
| Distribution Basics Webcast |
American Society of Pension Professionals & Actuaries (ASPPA) |
| EA-2B Exam Review Course |
ASPPA (American Society of Pension Professionals & Actuaries) |
| Effective Boards of Directors: Best Practices in Governing an ESOP Company |
National Center for Employee Ownership |
| Emerging Best Practices for Boards of ESOP Companies |
National Center for Employee Ownership |
| Equity Compensation Trends |
National Center for Employee Ownership |
| ESOP Accounting: Financial Reporting by Plan Sponsors (WEBINAR) |
National Center for Employee Ownership |
| ESOP Distribution Policies |
National Center for Employee Ownership |
| ESOPs as a Business Transition Tool |
National Center for Employee Ownership |
| Ethics and Circular 230 |
McKay Hochman Co., Inc. |
| Ethics Case Studies |
McKay Hochman Co., Inc. |
| Executive Compensation in ESOP Companies |
National Center for Employee Ownership |
| Executive Compensation: Strategy, Design, and Implementation |
ALI-ABA (American Law Institute-American Bar Association) |
| Fiduciary Issues for Internal ESOP Trustees |
National Center for Employee Ownership |
| Finally Final 408(b)(2) Regulations Webcast |
American Society of Pension Professionals & Actuaries (ASPPA) |
| Forces of Change: New Strategies for the Evolving Health Care Marketplace |
Harvard School of Public Health Center for Continuing Professional Education |
| Form 5500 Update |
McKay Hochman Co., Inc. |
| Free Webinar - Avoiding Common DC Plan Errors |
University Conference Services |
| Full Day Seminar with Sal Tripodi |
ASPPA ABC Greater Twin Cities |
| Fundamentals of Employee Benefits Law |
ALI-ABA (American Law Institute-American Bar Association) |
| Funding-Based Benefit Restrictions Phone Forum |
Internal Revenue Service (IRS) |
| Getting a DL for the Pre-Approved DB: Preparing IRS Submissions for Pre-Approved Defined Benefit Plans |
ABA Joint Committee on Employee Benefits |
| Getting to the Right Target |
Western Pension & Benefits Conference - Orange County Chapter |
| Handling the ESOP Repurchase Obligation |
National Center for Employee Ownership |
| Healthcare Reform Developments and Strategies |
Western Pension & Benefits Conference - San Diego Chapter |
| Incentive Plans that Support Employee Ownership |
National Center for Employee Ownership |
| Is a Benefits Portal Right for Your Company? |
Lorman Education Services |
| Is an ESOP Right for You? |
National Center for Employee Ownership |
| Legislative Update: Health & Welfare Plans |
TRI-AD |
| Lifetime Income Options for Retirement Plans: Where Do We Go from Here? |
ABA Joint Committee on Employee Benefits |
| MEWAs - A New Look at Old Problems |
ABA Joint Committee on Employee Benefits |
| Mid-Sized Retirement & Healthcare Plan Management Conference – San Francisco |
University Conference Services |
Midwest Regional Conference
|
Plan Sponsor Council of America (PSCA) |
| Money Market Mutual Funds: Implications of the European Debt Crisis |
Pension Consultants, Inc. |
NCEO/Beyster Institute
Employee Ownership Conference (with 1 additional 1/2 day of pre-conference sessions) |
National Center for Employee Ownership (NCEO) and the Beyster Institute |
| NIPA Webcast: Fee Disclosure |
National Institute of Pension Administrators |
| NY CLE Program: Ethical Dilemmas in Executive Compensation and Benefits |
WEB (Worldwide Employee Benefits Network ), New York Chapter |
| Ongoing IRS Guidance on Form W-2 (PPACA) -- Practical Tips for Complying |
International Foundation of Employee Benefit Plans |
| Pension, Profit-Sharing, Welfare, and Other Compensation Plans |
ALI-ABA (American Law Institute-American Bar Association) |
| Plan Qualification and Document Language Basics Webcast |
American Society of Pension Professionals & Actuaries (ASPPA) |
| Running an Effective Board |
National Center for Employee Ownership |
| S Corporation ESOPs - Administrative Issues |
National Center for Employee Ownership |
| S Corporation ESOPs - Legal Issues |
National Center for Employee Ownership |
| S Corporation ESOPs - Valuation Issues |
National Center for Employee Ownership |
| Strategic Planning for Your ESOP |
National Center for Employee Ownership |
| SunGard's Advanced Pension Conference - Orlando 2012 |
SunGard Relius |
| SunGard's Just for ERPAs Workshop |
SunGard Relius |
| Sustainable Leadership (WEBINAR) |
National Center for Employee Ownership |
| Terminating 401(k) and Other Defined Contribution Plans |
McKay Hochman Co., Inc. |
| The 2012 IHC FORUM East |
The Institute for HealthCare Consumerism |
| The 2012 IHC FORUM West |
The Institute for HealthCare Consumerism |
| The CLA Regional Law Conference |
Commonwealth Law Association |
| The New Fee Disclosure Era: Bracing for the Impact Webcast |
Roland|Criss Fiduciary Services |
| Top 10 Considerations for the Design and Roll-out of Equity Compensation Plans |
National Center for Employee Ownership |
| Top-Heavy Plans |
McKay Hochman Co., Inc. |
| Understanding Your Summary Plan Descriptions |
Lorman Education Services |
| Voluntary Fiduciary Correction Program and Abandoned Plan Workshop |
U.S. Department of Labor, Employee Benefits Security Administration (EBSA) |
| WEB Atlanta Employee Benefits Boot Camp 2012 |
WEB (Worldwide Employee Benefit Network) Atlanta Chapter |
| Webcast: Form 5500/8955-SSA Update |
National Institute of Pension Administrators |
| Webinar Money in 401(k) Plans: Is Everything Old New Again? |
Employee Benefits Association of Los Angeles |
| Workshop with Sal Tripodi |
National Institute of Pension Administrators - San Francisco Bay Area Chapter |
