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Continuing Education Opportunities from McKay Hochman
 

February 2010

 

Explore the most recent requirements and legislation impacting retirement plans. Click on the links below to register for our upcoming classes.

2010 Roth Conversion – Be the First on the Block

Be the first to contact your clients and position yourself as an expert in the new provisions. Our popular eSeminar takes an in-depth look at the 2010 Roth conversion opportunities and the two-year tax deferral treatment. Click here for details. Click here to take a look at additional Roth conversion materials from our parent company, Newkirk.

2010 First Quarter Update

Join us for an exclusive, interactive online seminar that will detail current topics and trends in the employee benefits field. Topics for this session date are now available. Click here for more details.

New! Practitioner Live Seminar and Back-to-Basics eSeminar

The Practitioner seminar will bring intermediate to experienced retirement plan professionals up to speed on the hottest topics. Click here for information on this program. The Back-to-Basics course will be offered as an eSeminar in 2010. It will consist of 3 live and 15 recorded 60-minute classes. Click here for details.


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.

 
 

2/9/10
2/10/10

2010 First Quarter Update

2/24/10

New Roth Conversion and Portability

3/30/10

What's New on the 5500 Forms?

 

 

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

 
 
 

5/11-12/10

Retirement Plan Insights
Coraopolis, PA

6/8-9/10

Practitioner
Oakbrook, IL

6/8-9/10

Retirement Plan Insights
Oakbrook, IL

 

 

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

 
 
 

Live and Recorded –
Back-to-Basics Series

Recorded –
2009 403(b) Series

 

Recorded –
2009 Form 1099-R and Form 5498 Series

 

 

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

 
   
 
   

**Attention McKay Hochman Prototype Plan and Volume Submitter Document Clients!**

McKay Hochman Prototype Plan and Volume Submitter Document clients paying a maintenance fee may be eligible to attend 2 of the 4 Quarterly Update eSeminars or any of our Regional Seminars at no additional cost! Call 973-492-1880 to confirm your eligibility.

 
   

Questions?

If you have any questions regarding these events, please call 973-492-1880 for more information, or e-mail seminars@mhco.com with your comments or suggestions.

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

You have received this e-mail 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-mail notification list, please e-mail us at seminars@mhco.com. If you feel this seminar would be of interest to others in your organization, please forward.

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McKay Hochman's Retirement Communications