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Practitioner Two-day Seminar

Held at convenient locations!

Don't miss this opportunity to participate in an in-depth seminar designed to bring intermediate level 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 Legislative Update, Review of the latest IRS Regulations and Employer Plan Document Issues. It will also cover a number of other topics, which are listed below.

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 intermediate to experienced retirement plan professional, including, but not limited to, administrators, 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:   Intermediate to advanced experience in plan design & administration      
  Advance Preparation:   None      
  Delivery Method:   Group - Live      
  CPE Credit:   14 Hours      

Curriculum Highlights

  • Legislative and Regulatory Update, including the latest Document issues and recent court cases.
  • 403(b) for 401(k) administrators, including the latest 403(b) updates.
  • Roth conversion and Designated Roth
  • ADP/ACP Testing
  • EPCRS/VFCP update and sample cases
  • Top Heavy Plans
  • Advanced required minimum distributions
  • Safe harbor 401(k) and SIMPLE Plans
  • Auto enrollment and QDIA issues
  • Plan Design Issues
  • New topics may be added throughout the year as warranted by
    legislative and regulatory developments.

2010 Calendar of Classes
Click here for fees and registration information

  Dates
  Where
  City, State
 
  June 8 - 9  

Doubletree Chicago/Oakbrook
$99 Single/Double Occupancy
630-472-6000
Room cut-off date: 05/17/10

  Oakbrook, IL  
 
 
  Sept. 21 - 22  

Hyatt Regency Cincinnati
$133 Single/Double Occupancy
513-579-1234
Room cut-off date: 08/27/10

  Cincinnati, OH  
 
 
  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 7 business days prior to the Seminar.

 

 

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