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In-house Seminars
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
Roth 401(k)s
Automatic Enrollment
Overview of Plan Types
IRAs
Plan Administration
SIMPLE and Safe Harbor Plans
Plan Qualification
Compensation in Qualified Plans
Plan Design
Code §403(b) Programs
Cross-Tested Plans
Prototype Plans
Fiduciary Responsibility
Required Minimum Distributions
Coverage Requirements
Nonqualified Plans
Cash or Deferred Plans
Introduction to Qualified Plans
Distributions, Rollovers, and Transfers
Code Section 457(b) Plans
USERRA
Contact info@mhco.com
for more information about our In-house
Seminars.
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