ASCi Learn & Earn CE Credit Webcast
 Series


Date: Dates:

Start Time:  
(on each webcast date)

Duration: 2 hours







Cost: per participant per webcast
ASC clients receive a $50 discount
(ASC client cost: per participant)


Full Series Discount: When you sign-up for all 5 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.

Webcast Series:

Webcast Series
Learn & Earn Continuing Education Credits
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Whether you're new to the retirement plan industry or an experienced professional looking for a review, ASC's 5-session Fundamentals of Qualified Retirement Plan webcast series will give you a solid foundation in the basic rules applicable to qualified retirement plans.

Attendees may choose to register for individual sessions or the entire series.

In the first class, John Griffin J.D., LL.M.,  will cover the following topics:
  • Introduction to Qualified Plans
  • Participation
  • Coverage and Vesting
  • Related Employers 
  • Plan Types
  • Contributions and Allocations
  • Defined Benefit Formulas
  • And Accruals


Qualifies for 2 hours of Continuing Education Credits for ERPA, ARA, NIPA, Enrolled Agent and JBEA Non-Core.
 
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In the second class of the series, John Griffin J.D., LL.M.,  will cover the following topics:
  • Limitations on Contributions and Benefits
  • Compensation Definitions
  • General Nondiscrimination Testing
  • ADP/ACP Testing
  • Safe Harbor and Automatic Enrollment Plans
Qualifies for 2 hours of Continuing Education Credits for ERPA, ARA, NIPA, Enrolled Agent and JBEA Non-Core.
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In the third class in the series, John Griffin, L.D., LL.M., will cover the following topics:
  • Top-Heavy
  • Deduction Rules
  • Plan Distributions 
  • Taxation of Distributions
  • Spousal Rights 
  • Rollovers and Required Minimum Distributions
Qualifies for 2 hours of Continuing Education Credits for ERPA, ARA, NIPA, Enrolled Agent and JBEA Non-Core.

 
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In the fourth class of this series, John Griffin, J.D., LL.M., will cover the following topics:
  • Participant Loans 
  • QDROs
  • Death Benefits
  • Plan Termination 
  • Fiduciary Responsibilities and Prohibited Transactions

Qualifies for 2 hours of Continuing Education Credits for ERPA, ARA, NIPA, Enrolled Agent and JBEA Non-Core.

 
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In the fifth class of this series, John Griffin, J.D., LL.M., will cover the following topics:
  • Plan Documents 
  • Plan Communications
  • IRS/DOL Audits: Plan Correction Programs and Government Filings

Qualifies for 2 hours of Continuing Education Credits for ERPA, ARA, NIPA, Enrolled Agent and JBEA Non-Core.

 


Register

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)