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In-house Seminars

An In-house training program can be the most effective and economical way to provide continuing education for your staff and your clients. In evaluating the benefits of an In-house Program, consider these advantages:

  • You can select the subject matter that best suits your needs.
  • We can develop a program to benefit individuals of all skill levels.
  • You decide on instructor-to-student ratio to ensure appropriate attention.
    (The optimum number is 20-25, with a minimum of six to merit the seminar's cost.)
  • A centrally located site of your choice will accommodate your staff and minimize travel expenses.
  • You can invite and inform your business referral sources (possibly to share costs).

Who Should Attend
When you select participants from your staff, there will undoubtedly be individuals with different levels of education, experience, and job responsibilities. We recommend that you match the right people with the appropriate subject matter. Once this is done, you can rotate staff based on the topic and level of experience in order to train the optimum number of people at the lowest possible cost. Thus, no one has to be away from his or her desk for days at a time.

Curriculum Options
In order to keep costs as low as possible, there's a wide range of potential topics from which to choose so you can create a curriculum that fulfills your training objectives. If you don't see a desired topic from the list below, we will develop a specialized outline to meet your specific needs.

Here is a partial list of topics that we have covered:
Legislative Updates
Overview of Plan Types
Qualified Plan Code Requirements
Plan Administration
Compensation in Qualified Plans
Eligibility and Participation Rules
Hardship and In-service Distributions
Required Minimum Distributions
Coverage Requirements
Distributions, Rollovers, and Transfers
Corrective Distributions and Form 1099-R
Qualified Plan Beneficiary Rules and Issues
ADP/ACP Testing
Top Heavy Plans
Cash or Deferred Plans
Safe Harbor 401(k) Plans
Cross-tested Plans
Prototype Plans
SIMPLE IRA and 401(k) Plans
USERRA and HEART
EPCRS Programs
Controlled Groups
Disclosure under ERISA 404(a)(5)
Disclosure under ERISA 408(b)(2)
IRS and DOL Notices/Disclosures
Electronic Communication Rules for Qualified Plans
Roth 401(k)s
Automatic Enrollment
Qualified Default Investment Alternatives
IRAs
Code §403(b) Programs

 

Contact info@mhco.com for more information about our In-house Seminars.

 
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