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Retirement Plan Insights Two-day Seminar

Held at convenient locations!

Don't miss this opportunity to participate in an in-depth seminar designed to bring experienced retirement plan professionals up to speed on the hottest topics and currently pending legislation that could impact the design and administration of your retirement plan programs.

This comprehensive seminar will cover a full range of qualified plan issues including a Legislative Update, review of the latest IRS Regulations, and Employer Plan Document Issues. Below is a comprehensive list of topics.

Why You Should Attend
This two-day seminar will help you become more proficient in directing effective, profitable retirement plan programs.

Who Should Attend
Designed for the experienced retirement plan professional, including, but not limited to, attorneys, accountants, financial planners, consultants, bankers, and actuaries, or for those who participate in the design and administration of retirement plans.

  Class Schedule:          
    Registration:   8:30AM Day 1      
    Program:   9:00AM to 5:00PM on Day 1      
      8:30AM to 4:00PM on Day 2      
  Course Level:   Intermediate/ Advanced      
  Prerequisite:   Experience in plan design and administration      
  Advance Preparation:   None      
  Delivery Method:   Group - Live      
  CPE Credit:   14 Hours      

2013 Curriculum Highlights

  • Legislative and Regulatory Update
  • New Employee Plans Compliance Resolution Systems (EPCRS)
  • Designated Roth Rules, Including Rollover and Transfer Conversions
  • The Complex World of ADP/ACP Testing
  • Ethics Case Studies One
  • Ethics Case Studies Two
  • Plan Document Update, Including a 403(b) Document Update
  • Qualified Domestic Relations Orders
  • Notices and Disclosures [Other Than 404(a)(5)]
  • New topics may be added throughout the year as warranted by
    legislative and regulatory developments.

2013 Calendar of Classes
Click here for fees and registration information

  Dates
  Where
  City, State
 
  May 7 - 8  

Pittsburgh Airport Marriott
$119 Single/Double Occupancy
800-328-9297
Room cut-off date: 04/15/13

  Coraopolis, PA  
 
 
  June 11 - 12  

Doubletree Chicago/Schaumburg
$109 King Non-Smoking
800-222-8733 or 847-605-9222
Room cut-off date: 05/23/13

 

Schaumburg, IL

 
 
 
  August 6 - 7   Marriott Boston Peabody
$129 Single/Double Occupancy
978-977-9700 or 800-228-9290
Room cut-off date: 07/05/13
  Peabody, MA  
 
 
  Sept. 10 - 11  

Hilton Cincinnati Netherland Plaza
$139 Queen Non-Smoking
800-445-8667 or 513-421-9100
Room cut-off date: 08/19/13

  Cincinnati, OH  
 
 
 

Nov. 12 - 13

  Excalibur Hotel/Casino
$40 Standard Queen
Reservation Group Code: XMCKAY13
800-937-7777 or 702-597-7100
Room cut-off date: 10/11/13
  Las Vegas, NV  
 
 
  Nov. 25 - 26   Hyatt Regency Baltimore
$149 Single/Double Occupancy
800-233-1234 or 410-528-1234
Room cut-off date: 10/25/13
  Baltimore, MD  
 
 
  NASBA Statement   McKay Hochman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, website: www.nasba.org.  
     
  Administrative Policy:  

Satisfaction guaranteed. If you are not completely satisfied with a seminar, we will provide you with a credit toward another McKay Hochman educational program. E-mail seminars@mhco.com with your comments, suggestions, or complaints.

Cancellation Policy. Full refund of tuition, less an administrative fee of $75, will be made for cancellations received at least seven business days prior to the Seminar.

 

 

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