Webcasts

Upcoming Webcasts

Common Problems in Mergers & Acquisitions - Repeat
Tuesday, October 31, 2017 2:00pm - 2:50pm ET (50 minutes)
Presented by: Ilene H. Ferenczy, JD, CPC, APA and Tim McCutcheon, JD, CPA, MBA
One of the hardest concepts to understand when companies acquire or dispose of subsidiaries or divisions is the effect on coverage. The "410(b)(6) transition period" may be one of the most misunderstood retirement plan concepts. Join Ilene and Tim for an in-depth discussion of how the transition period works to help ... or harm ... the plans of companies in acquisition or disposition mode, and how to help your clients deal with the results. Register here
Click here for a pdf file of the slides.

Webcast Recordings

Common Problems in Mergers & Acquisitions
One of the hardest concepts to understand when companies acquire or dispose of subsidiaries or divisions is the effect on coverage. The "410(b)(6) transition period" may be one of the most misunderstood retirement plan concepts. Join Ilene and Tim for an in-depth discussion of how the transition period works to help ... or harm ... the plans of companies in acquisition or disposition mode, and how to help your clients deal with the results. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

What a Relief: Disaster Assistance for Retirement Plans
Government agencies have just announced a special set of retirement plan relief rules for Hurricane Harvey. But did you know that there are special rules that come into play with most disaster area declarations, with a much broader delay of deadlines? And Congress has been known to craft its own retirement plan relief package. This special program outlines the pension relief available for Hurricane Harvey and other disasters as they occur. Be prepared! Know what options employers and participants have. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

The Plan Data Intelligence ReSource with Benchmarking - A Strategic Tool for Building Your Book of Business - 9/14/2017
This webinar shows how to quickly build a plan prospect database with information you need to best prepare for initial discussions with decision makers. You will learn how to easily obtain benchmark reports to share with your prospects. Plan Data Intelligence ReSource is built to be fast, accurate, easy to use, helpful and affordable. This webcast is not eligible for continuing education credit. You may view the YouTube video of this Webcast by clicking here.

EPCRS PART II - Correction Tips and Tricks - 8/3/2017 and 8/15/2017
This is Part II of a two-part series about Employee Plans Compliance Resolution System ("EPCRS"). In this session, the presenters provided practical guidance on how to correct specific failures. The session covered those failures where the EPCRS program provides recommended corrections and it also provided guidance as to what to do when there is no recommended correction method. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

Developing Relationships With 401k Financial Advisors - 6/28/2017. This webinar reviews effective strategies to increase the number and effectiveness of the Financial Advisor partnerships TPAs develop to help grow their business. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

Fee Litigation - Fiduciary Lessons for Financial Advisors - 6/28/2017. The recent fee litigation lawsuits change dramatically the nature of fiduciary risk for 401(k) plan sponsors. This webinar shows Financial Advisors how they can leverage key lessons from these lawsuits to build their business and improve the level of services provided 401(k) clients. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

5500 Update - 5/25/2017 and 8/17/2017. How long can practitioners dodge the bullet of 5500 “compliance questions?” Frankly, compared to what the IRS and DOL want to ask, the compliance questions appearing on the 2016 return are a “walk in the park.” The DOL and IRS filed a 777-page proposal for changes to revamp Form 5500. The additional questions may give many employers cause to reconsider the choices they have made for their plans. Derrin Watson, who has over 15 years of experience teaching and writing about Form 5500, will explain the issues involved and answer your questions. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

EPCRS PART I - Overview and Update - 4/11/2017. This was Part I of a two-part series. In Part I, the presenters discussed an overview of EPCRS - including recent updates. If you feel you are always a little behind in your understanding of EPCRS, this is your chance to catch up with the ABCs of the program. The presenters also discussed the eligibility rules for EPCRS and will provide an overview of the types of defects that can be cured using the program. This program would be appropriate as refresher for experienced professionals or a good introduction to this topic for those new to industry. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.

A Practical Guide to ERISA Research - 1/26/2017. The difference between a competent employee benefits professional and an expert often is nothing more than knowing where to look for answers. The presenters, Ilene H. Ferenczy, JD, CPC, APA and Tim McCutcheon, JD, CPA, MBA, reveal where they look - not just the statute and regulations but legislative materials, preambles, Q&A compilations, Advisory Opinions, Private Letter Rulings, Revenue Procedures, Notices, FAQs, newsletters, web sites and other secondary sources. You may view the YouTube video of this Webcast by clicking here and click here for a pdf file of the slides.