- January 11, 2024 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
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 take the entire 5-session series or one or more of the individual sessions. Sign up for all 5 and receive a discount!
In Session 1 of the Fundamentals of Qualified Retirement Plans series, John P. Griffin J.D., LL.M. covers the following topics:
- Introduction to Qualified Plans
- Participation
- Coverage and Vesting
- Related Employers
- Plan Types
- Contributions and Allocations
- Defined Benefit Formulas and Accruals
- January 25, 2024 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
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 take the entire 5-session series or one or more of the individual sessions. Sign up for all 5 and receive a discount!
In Session 2 of the Fundamentals of Qualified Retirement Plans series, John P. Griffin J.D., LL.M. covers the following topics:
- Limitations on Contributions and Benefits
- Compensation Definitions
- General Nondiscrimination Testing
- ADP/ACP Testing
- Safe Harbor and Automatic Enrollment Plans
- February 8, 2024 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
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 take the entire 5-session series or one or more of the individual sessions. Sign up for all 5 and receive a discount!
In Session 3 of the Fundamentals of Qualified Retirement Plans series, John P. Griffin J.D., LL.M. covers the following topics:
- Top-Heavy
- Deduction Rules
- Plan Distributions
- Taxation of Distributions
- Spousal Rights
- Rollovers
- Required Minimum Distributions
- February 22, 2024 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
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 take the entire 5-session series or one or more of the individual sessions. Sign up for all 5 and receive a discount!
In Session 4 of the Fundamentals of Qualified Retirement Plans series, John P. Griffin J.D., LL.M. covers the following topics:
- Participant Loans
- QDROs
- Death Benefits
- Plan Termination
- Fiduciary Responsibilities
- Prohibited Transactions
- March 21, 2024 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
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 take the entire 5-session series or one or more of the individual sessions. Sign up for all 5 and receive a discount!
In Session 5 of the Fundamentals of Qualified Retirement Plans series, John P. Griffin J.D., LL.M. covers the following topics:
- Plan Documents
- Plan Communications
- IRS/DOL Audits
- Plan Correction Programs
- Government Filings
• 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.
