E-Mail Alert from McKay Hochman, Co., Inc.

Alert # 2010-13|August 26,2010

ERISA v. Non-ERISA

Is it possible for a 403(b) plan to maintain non-ERISA status these days? Click here for the article.

Nonamender Corrections

McKay Hochman can help you with plans that were not timely amended for the Pension Protection Act (PPA). Click here for more information.

Regional Classes

Our next regional classes will be held in Cincinnati, OH, on September 21 and 22. For information on our Retirement Plans Insights class, click here. This year, we also have a new class — a public Practitioners Seminar for intermediate level professionals. For information on this new class, click here.

 

eSeminars:

   

Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
   

9/8/10

EPCRS, Latest Release and Recent Years

 
   

9/15/10

403(b) Update

 
   

9/17/10

Safe Harbor 401(k)s: Design and Correction

 
   

10/6/10

Ethics for Retirement Plan Professionals

  
   

10/12/10

Fiduciary Update for 2010

 
   

10/14/10

2010 Back-to-Basics Series

  
   

10/21/10

New Roth Conversion and Portability

  
   

10/27/10

Terminating 401(k) and Other Defined Contribution Plans

  
   

Click here to view and print a complete course schedule.

Please see each individual course description for specific course levels, registration deadlines, fees, technical specifications for online events, continuing education credits, and other important information.

  

 

Regional Seminars:

   

Visit www.mhco.com for more information, or click the link below.
   

9/21 - 22/10

Practitioner — Cincinnati, OH

 
   

9/21 - 22/10

Retirement Plan Insights —Cincinnati, OH

 
   

11/9 - 10/10

Retirement Plan Insights — Las Vegas, NV

 
   

11/22 - 23/10

Retirement Plan Insights — Baltimore, MD

 
   

Click here to view and print a complete course schedule.

Please see each individual course description for specific course levels, registration deadlines, fees, continuing education credits, and other important information.

  
 

Other Areas
of Interest

  
 

List of Approved ERPAs Grows to 389

McKay Hochman is 4th Approved Vendor for ERPA CPE

  
 

Products of
Interest

  
 

NEW – Gap Services

Introducing a comprehensive suite of income replacement (gap) analyses and reports. Click here for more information.

Plan Investments PLUS

Tools you need to assist your sponsors in monitoring plan investments. Click here for more information.

  
   

The general information in this e-mail Alert is not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction, and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purpose of avoiding tax penalties.

You have received this e-Alert because you are a document or seminar client of McKay Hochman or a client of Newkirk (McKay Hochman’s parent company), or have requested information from either company in the past. If you wish to be removed from our e-Alert notification list, please click here.

If you feel this e-Alert would be of interest to others in your organization, please forward or click here to add an associate to the distribution list.

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McKay Hochman Co., Inc.

Ten Park Place
P.O. Box 196
Butler, NJ 07405-0196