View Recording
- August 3, 2016 | 2:00 PM ET
- Duration: 1 Hour
- Continuing Education Credits: 2
- Level:
Presenter: , J.D., LL.M.
- Introduction to ASC
- Industry Experts Charles Lockwood & John Griffin - Backed up by World Class Support
- Benefits/Ease of Switching to ASC
- Comprehensive, flexible documents
- One document type can accommodate simple as well as complex plan design needs, such as New Comparability
- Volume Submitter document uses an easy to read & familiar adoption agreement style format
- Document Conversion from DST/MHCO to ASC
- Comprehensive, flexible documents
- IRS Approval Letters
- Existing PPA DC Plans
- Pre-approved 403(b) Plans
- PPA DB & CB Plans
- Creating Documents with ASC (high level overview)
- Q&A
View Recording
- August 17, 2016 | 2:00 PM ET
- Duration: 1.25 Hours
- Continuing Education Credits: 2
- Level:
Presenter: , J.D., LL.M.
- DGEM - ASC's Document Generation & Management System
- Creating and Managing Plan Documents
- Simplify New Document Creation with Patterns
- Comprehensive AA Delivery Packages
- Upload External Documents
- Easy to Create Amendment Packages
- MEP Functionality
- Easy to Batch Create and deliver Annual Notices
- Pre-populated Forms
- E-Sign Integrated with Adobe's EchoSign
- Reporting Capabilities
- ASC Product Integration
- Q&A
Cost:
• Individual Classes: $/class ($/class for ASC clients)
• Full Series Discount: When you sign-up for all classes the cost for the series is $ ($ for ASC clients)
• Individual Classes: $/class ($/class for ASC clients)
• Full Series Discount: When you sign-up for all classes the cost for the series is $ ($ for ASC clients)
Each webcast in the series qualifies for 2 hours of Continuing Education Credits for ERPA, NIPA, ASPPA, Enrolled Agent and JBEA.
