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    Status
    Title
    Date Recorded
    Duration
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 10: After-Tax Contributions
    10/17/2016
    60
    OpenOnline registrations are currently being accepted.
    Benefits, Rights, and Features Testing [2019]
    4/29/2019
    60
    OpenOnline registrations are currently being accepted.
    1099-R: An Ongoing Challenge Revisited
    12/15/2016
    100
    OpenOnline registrations are currently being accepted.
    2018 In Review – A Legislative and Regulatory Update
    1/14/2019
    100
    OpenOnline registrations are currently being accepted.
    2019 In Review – A Legislative and Regulatory Update [2019]
    12/18/2019
    100
    OpenOnline registrations are currently being accepted.
    401(k) BB 02: Plan Document Requirements and Deadlines
    8/8/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) BB 03: Eligibility and Vesting Design Considerations
    8/15/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) BB 04: HCEs and Compensation
    8/22/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) BB 06: The Average Benefit Test
    9/22/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) BB 07: Elective Deferral Options
    9/26/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 01 - IRS and DOL Correction Programs
    8/1/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 05: Coverage Testing Issue
    9/12/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 08: ADP Testing Techniques
    10/5/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 09: ACP Testing Techniques
    10/11/2016
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design
    1/9/2017
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation
    1/17/2017
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 13: Distribution Restrictions, Hardships
    2/6/2017
    60
    OpenOnline registrations are currently being accepted.
    401(k) Beyond the Basics 14: Participant Loans: The Fine Print
    2/13/2017
    60
    OpenOnline registrations are currently being accepted.
    401(k) Testing Techniques [2016]
    2/2/2016
    100
    OpenOnline registrations are currently being accepted.
    403(b) and 457(b) Plan Documents
    5/31/2016
    60
    OpenOnline registrations are currently being accepted.
    403(b) Plans for 401(k) Administrators: A 3-Part Program [2018]
    2/26/2018
    300
    OpenOnline registrations are currently being accepted.
    403(b) Pre-Approved Plan Document Workshop: A 3-Pt Program [2018]
    3/5/2018
    300
    OpenOnline registrations are currently being accepted.
    409A Proposed Regulations: 19 Tweaks
    8/24/2016
    100
    OpenOnline registrations are currently being accepted.
    457(b) and (f) Plans under the New Proposed Regulations
    8/10/2016
    100
    OpenOnline registrations are currently being accepted.
    Addressing Retirement Plan Cyberfraud and Account Theft [2019]
    3/25/2019
    60
    OpenOnline registrations are currently being accepted.
    Advanced Hardship Distributions [2018]
    3/20/2018
    60
    OpenOnline registrations are currently being accepted.
    Advanced Required Minimum Distributions [2018]
    4/19/2018
    100
    OpenOnline registrations are currently being accepted.
    Attribution: It Counts More than You May Think [2019]
    2/11/2019
    60
    OpenOnline registrations are currently being accepted.
    Automatic Enrollment: ACA, EACA, and QACA Requirements [2018]
    9/17/2018
    100
    OpenOnline registrations are currently being accepted.
    Beneficiary Designations: Avoiding Costly Issues [2019]
    11/7/2019
    60
    OpenOnline registrations are currently being accepted.
    Breaks in Service & Rehired Employees [2019]
    5/28/2019
    60
    OpenOnline registrations are currently being accepted.
    Church Plans: The Retirement Benefits Are Better Than Ever
    3/15/2016
    100
    OpenOnline registrations are currently being accepted.
    Compensation: Distinctions with a Difference [2018]
    1/18/2018
    100
    OpenOnline registrations are currently being accepted.
    Compensation: Navigating the Maze [2018].
    3/29/2018
    100
    OpenOnline registrations are currently being accepted.
    Component Plans: Another Way to Design a Cross-Tested Plan [2019]
    4/22/2019
    100
    OpenOnline registrations are currently being accepted.
    Coverage Testing with Related Employers [2019]
    2/19/2019
    60
    OpenOnline registrations are currently being accepted.
    Cross-testing Forecast: Clouds Overhead! [2016]
    3/22/2016
    60
    OpenOnline registrations are currently being accepted.
    Dealing with Participant Loan Defaults [2019]
    3/20/2019
    60
    OpenOnline registrations are currently being accepted.
    Dealing with Rehired Employees [2016]
    12/13/2016
    100
    OpenOnline registrations are currently being accepted.
    Deduction Limits and Contribution Timing [2019]
    4/17/2019
    60
    OpenOnline registrations are currently being accepted.
    Defined Benefit Plan Document Workshop – A 2-Part Program [2019]
    6/17/2019
    200
    OpenOnline registrations are currently being accepted.
    Designing Matching Contributions That Work [2019]
    6/3/2019
    60
    OpenOnline registrations are currently being accepted.
    Distributions Following Death: Deceased Participant Issues [2019]
    9/16/2019
    100
    OpenOnline registrations are currently being accepted.
    Documented Confusion 2016: IRS rewrites rules on plan amendments
    8/17/2016
    100
    OpenOnline registrations are currently being accepted.
    Documenting Hardships Distributions and Participant Loans [2016]
    2/3/2016
    60
    OpenOnline registrations are currently being accepted.
    Earned Income: a Practical Approach
    1/26/2016
    100
    OpenOnline registrations are currently being accepted.
    Effect of Death on 401(k) Plans [2016]
    12/19/2016
    100
    OpenOnline registrations are currently being accepted.
    Electronic Notices:Giving Disclosures in a Modern World [2018]
    11/15/2018
    60
    OpenOnline registrations are currently being accepted.
    EPCRS 2019: What’s New and Different? [2019]
    7/9/2019
    60
    OpenOnline registrations are currently being accepted.
    Ethics: A Framework for Dealing with Difficult Issues [2019]
    12/16/2019
    100
    OpenOnline registrations are currently being accepted.
    Ethics: Doing the Right Thing in Difficult Situations [Dec 2018]
    12/12/2018
    100
    OpenOnline registrations are currently being accepted.
    Fiduciary Duties in 2019 [2019]
    12/5/2019
    100
    OpenOnline registrations are currently being accepted.
    Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor?
    5/26/2016
    60
    OpenOnline registrations are currently being accepted.
    Final Fiduciary Regulations, Part 2: Navigating the BIC and more
    6/2/2016
    60
    OpenOnline registrations are currently being accepted.
    Form 5500 for DFEs
    7/13/2016
    100
    OpenOnline registrations are currently being accepted.
    Form 5500 For Welfare Plans: A 2-Part Program [2017]
    5/23/2017
    200
    OpenOnline registrations are currently being accepted.
    Form 5500: They want MORE!
    9/14/2016
    100
    OpenOnline registrations are currently being accepted.
    Fundamentals 06: ADP/ACP Test [2017]
    11/16/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 07: Safe Harbor 401(k) Plans [2017]
    11/27/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 08: Nondiscrimination Testing and Allocations [2017]
    11/29/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 09: Allocation and Deduction Limits [2017]
    12/4/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 10: Top-heavy Testing [2017]
    12/11/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 11: Controlled Groups [2017]
    12/13/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 12: Participant Loans [2018]
    1/9/2018
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 13: Distributions [2018]
    1/11/2018
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals 14: Fiduciary Requirements [2018]
    1/16/2018
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals Series 01: Eligibility [2017]
    9/12/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals Series 02: Vesting [2017]
    9/19/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals Series 03: Compensation and HCEs [2017]
    9/25/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals Series 04: Coverage Test (Ratio Pct. Only) [2017]
    10/3/2017
    60
    OpenOnline registrations are currently being accepted.
    Fundamentals Series 05: Elective Deferrals [2017]
    10/5/2017
    60
    OpenOnline registrations are currently being accepted.
    General Nondiscrimination Testing for DC Plans (401(a)(4))
    4/18/2017
    100
    OpenOnline registrations are currently being accepted.
    Hardship Distributions in 2019 and Beyond [2019]
    1/28/2019
    60
    OpenOnline registrations are currently being accepted.
    Hardship Distributions Under the Final Regulations [2019.12]
    12/9/2019
    60
    OpenOnline registrations are currently being accepted.
    HCEs: Digging Deeper
    6/7/2016
    60
    OpenOnline registrations are currently being accepted.
    Highly Compensated Employees: Who are These People [2017]
    5/4/2017
    60
    OpenOnline registrations are currently being accepted.
    Keeping Current 2017: The Year in Review
    1/23/2018
    100
    OpenOnline registrations are currently being accepted.
    Lifetime and Death RMD Calculations [2019]
    7/23/2019
    60
    OpenOnline registrations are currently being accepted.
    Lost Participants: Modern Tools for an Age-Old Problem [2018]
    7/16/2018
    60
    OpenOnline registrations are currently being accepted.
    MEPs, IRAs, and More: DOL Guidance on State Plans
    3/8/2016
    60
    OpenOnline registrations are currently being accepted.
    Mergers and Acquisitions [2018]
    11/19/2018
    60
    OpenOnline registrations are currently being accepted.
    Multiple Employer Plans (MEPs): The Very Latest [2019.11]
    11/13/2019
    60
    OpenOnline registrations are currently being accepted.
    Multiple Employer Plans: The Latest on MEPs and PEPs [2019]
    2/13/2019
    60
    OpenOnline registrations are currently being accepted.
    Orphan Plans [2019]
    7/22/2019
    100
    OpenOnline registrations are currently being accepted.
    Partial Termination and Plan Termination [2018]
    9/24/2018
    60
    OpenOnline registrations are currently being accepted.
    Partnerships and LLCs: Understanding the Unique Rules [2019]
    8/26/2019
    60
    OpenOnline registrations are currently being accepted.
    Plan Amendments: Procedures, Timing & Other Issues [2018]
    12/6/2018
    100
    OpenOnline registrations are currently being accepted.
    Plan Investments: Learning to Speak a Foreign Language [2019]
    11/20/2019
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections 02: Plan Document Failures
    5/3/2016
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections 03: Allocation Mistakes for ER Contribs
    4/12/2016
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections Series 01:Elective Deferral Failures
    3/29/2016
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections Series 04: Distribution Failures
    5/10/2016
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections Series 05: Plan Loan Failures
    5/17/2016
    60
    OpenOnline registrations are currently being accepted.
    Practical Corrections Series 06: Testing Failures
    5/24/2016
    60
    OpenOnline registrations are currently being accepted.
    Prohibited Transactions [2018]
    2/22/2018
    100
    OpenOnline registrations are currently being accepted.
    Qualified Domestic Relations Orders [2019]
    2/21/2019
    100
    OpenOnline registrations are currently being accepted.
    Qualified Separate Line of Business (QSLOB) [2017]
    7/6/2017
    60
    OpenOnline registrations are currently being accepted.
    Rehired Employees & Early Eligibility Provisions [2018]
    8/21/2018
    60
    OpenOnline registrations are currently being accepted.
    Related Employers: Know What to Ask [2017]
    3/28/2017
    100
    OpenOnline registrations are currently being accepted.
    Required Minimum Distributions (RMDs) [201808]
    8/23/2018
    100
    OpenOnline registrations are currently being accepted.
    Retirement Plan Fraud and Cybersecurity [2018]
    12/3/2018
    60
    OpenOnline registrations are currently being accepted.
    Rollovers as Business Startups: Here to Stay? [2018]
    5/31/2018
    60
    OpenOnline registrations are currently being accepted.
    Roth Distributions and Rollovers [2019]
    9/18/2019
    60
    OpenOnline registrations are currently being accepted.
    Safe Harbor 401(k) Plans: Back to Basics [2019]
    8/21/2019
    100
    OpenOnline registrations are currently being accepted.
    Safe Harbor Midyear Amendments: Yes You Can!
    2/17/2016
    60
    OpenOnline registrations are currently being accepted.
    Safe Harbor Midyear Amendments: You Can Do It! [2018]
    2/20/2018
    60
    OpenOnline registrations are currently being accepted.
    Self-Employment Income [2017]
    7/20/2017
    100
    OpenOnline registrations are currently being accepted.
    Service Agreements [2019]
    3/18/2019
    60
    OpenOnline registrations are currently being accepted.
    The Anti-Cutback Rule: Tricks, Traps, and Workarounds [2019]
    6/24/2019
    60
    OpenOnline registrations are currently being accepted.
    The Dirty Dozen 2019: Correcting Common Errors [2019]
    9/23/2019
    100
    OpenOnline registrations are currently being accepted.
    The Elapsed Time Method: A Help or a Hindrance? [2019]
    7/8/2019
    60
    OpenOnline registrations are currently being accepted.
    Top-Heavy Testing [2018]
    5/29/2018
    60
    OpenOnline registrations are currently being accepted.
    Understanding Forfeiture Allocation Options [2019]
    3/27/2019
    60
    OpenOnline registrations are currently being accepted.
    Understanding Short Plan Years [2018]
    12/13/2018
    100
    OpenOnline registrations are currently being accepted.
    Universal Availability in 403(b) Plans [2019]
    11/21/2019
    60
    OpenOnline registrations are currently being accepted.
    VCP Under EPCRS and Rev. Proc. 2018-52 [2018]
    12/4/2018
    100
    OpenOnline registrations are currently being accepted.
    Voluntary After-Tax Employee Contributions [2019]
    8/5/2019
    100
    OpenOnline registrations are currently being accepted.
    What Employers Need to Understand About the New Fiduciary Rules
    7/27/2016
    60



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