Continuing Education Opportunities from McKay Hochman

March 2010

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

Just announced – 3 new eSeminars!

Ethics for the Retirement Plan Professional

In 2010, many industry professionals will be required to take an Ethics and Professionalism course. Join Rich Hochman for a detailed eSeminar and meet the new requirements early in the year. Click here for more information.

Top-Heavy Plans

Recent IRS EP Exams reveal the most common issues to be the failure to satisfy the top heavy rules and bonding. We’ll take an A to Z in-depth look at the top-heavy rules, including the safe harbor 401(k) exemption from the top-heavy rules, family attribution and more. Then, we'll discuss the other failure, bonding. Click here for details.

Controlled Groups

From a parent-subsidiary controlled group to the more complex rules for a brother-sister group, this eSeminar will provide a working knowledge that can be applied to interpreting whether an entity is part of a controlled group. Click here for details.

Form 5500 Changes

There are a great number of changes to the 2009 Form 5500 series. Join renowned Form 5500 expert Janice M. Wegesin as she presents the latest on changes to these forms and covers some of the high points of EFAST2. Click here for information on the program.

Back-to-Basics eSeminar

The Back-to-Basics course will be offered only as an eSeminar in 2010. It will consist of 3 live and 15 recorded 60-minute classes for $399 per attendee. 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.

3/17/10	New Roth Conversion and Portability

3/30/10	What’s New on the 5500 Forms?

3/31/10	Top-Heavy Rules, Keys, Family Attribution, Bonding

4/7/10	Controlled Groups

4/21/10 or 4/22/10	Ethics for the Retirement Plan Professional

Click here for a printable schedule of the 2010 eSeminars and eSeminar Series.

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

Click here for a printable schedule of the 2010 Regional Seminars.

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.

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