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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:

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.

Below are topics that we have recently covered (with a description linked):

Employee Plan Compliance Resolution Systems (EPCRS) 2013 (100 minutes)
Legislative and Regulatory Update (180 minutes)
Rollovers (60 minutes)
Ethics Case Studies Part One (60 minutes)
Ethics Case Studies Part Two (60 minutes)
Controlled Groups (100 minutes)
Retirement Plan Electronic Disclosure Rules (100 minutes)
Terminating 401(k) and Other Defined Contribution Plans (100 minutes)
Form 1099-R Reporting and Form 5498 (100 minutes)
Corrective Distributions and 1099-R Reporting (100 minutes)
Ethics Case Studies (60 minutes)
Ethics and Circular 230 (60 minutes)
What a 401(k) Administrator Needs to Know About IRAs (120 minutes)
EPCRS (100 minutes)
Qualified Plan Beneficiary Rules and Issues (100 minutes)
Compensation in Qualified Plans (100 minutes)
Complex RMD Issues (100 minutes)
Safe Harbor 401(k)s: Design and Correction (100 minutes)
Participant Disclosure Under ERISA 404(a)(5) and 404(c) (100 minutes)
Defined Contribution Plan Design for Small Employers (100 minutes)
PPA Restatement & Revenue Procedure 2011-49 (100 minutes)
Required Minimum Distributions (100 minutes)
Roth Conversion and Portability (100 minutes)
403(b) Update 2013 (100 minutes)
Rehires, Including USERRA and HEART (100 minutes)

Qualified Plan Essentials Plus, Choose Individual Modules or the Entire Series
Overview of Types of Plans, IRS/DOL Guidance (60 minutes)
Types of Document, Restatement Cycles and Code §401(a) (60 minutes)
Eligibility, Participation and Coverage (60 minutes)
Vesting, Break-in-service, Forfeitures (60 minutes)
Contributions, Section 415 and Post-Severance (60 minutes)
DC/DB Deductions, SEPs, Timing of Contributions and Antialienation (60)
Keys, Attribution and HCEs (60 minutes)
Top Heavy Contributions (60 minutes)
Distributions (60 minutes)
Required Minimum Distributions and Death Distributions (60 minutes)
Notices and Disclosures [Other than ERISA 404(a)(5)] (60 minutes)
Defined Benefit Basic Concepts (60 minutes)

401(k) Essentials Plus, Choose Individual Modules or the Entire Series
Cash or Deferred Arrangements (100 minutes)
Designated Roth Accounts and Roth Conversions (100 minutes)
The Complex World of ADP/ACP Testing (100 minutes)
401(k) Safe Harbor and SIMPLE Plans (100 minutes)
Automatic Contribution Arrangements (ACA, QACA, EACA) (100 minutes)
Qualified Default Investment Alternative (QDIA) (100 minutes)
Hardship, In-service and Elective Deferral Distributions  (100 minutes)
Participant Loans  (100 minutes)
ERISA Disclosure Under 404(a)(5) and 408(b)(2) (100 minutes)
Overview of Cross-testing  (100 minutes)

403(b) Series, Choose Individual Modules or Entire Series
Plan Document Requirement, Employer Eligibility, Types of 403(b)s (100 minutes)
Qualified Plan Parity, ERISA v. Non-ERISA, Plan Termination (100 minutes)
Universal Availability, Catch-up Coordination, Post-Severance Compensation (60 minutes)
Distributions, Hardships, Loans (60 minutes)
Transfers, Contract Exchanges, RMD Regs. (60 minutes)
403(b) Plan Design Concepts (60 minutes)

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