Back-to-Basics Two-day Seminar

Held at convenient locations!

The Back-to-Basics two-day program gives the attendee a comprehensive understanding of the different types of Defined Contribution Plans. We will cover the fundamentals of Profit Sharing, Money Purchase, 401(k) Plans, Safe Harbor 401(k) Plans, QACA, EACA, ACA, SIMPLE IRA, and other plans. This will enable the attendee to match the employer’s goals with the proper plan design.

Who Should Attend
This class is designed for both those who have limited experience in the retirement plan field (generally, two months to two years working with retirement plans) and those who want a refresher in the basic-to-intermediate level rules, regulations, and administration of the various Defined Contribution plans.

Click here for our 2009 manual's table of contents

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:	Basic to Intermediate
Prerequisite:	None
CPE Credit:	14 hours
Advance Preparation:	None
Delivery Method:	Group - Live

Curriculum Highlights

Eligibility, Participation, Vesting, Employer/Employee Contributions
Highly Compensated Employees, Key Employees, Top-heavy Rules,
Annual Limitation Deductions, Distribution Rules, Participant Loans,
401(k) Contribution Scenarios and Plan Design Concepts
Antidiscrimination Testing (ADP and ACP Testing)
Disclosure Requirements for participants and beneficiaries
Form 5500 and Bonding Requirements will be discussed

2009 Calendar of Classes to come
Click here for tuition fee and/or to register.

Dates	Where	City, State
06/09-06/10	Doubletree Chicago/Schaumburg $149 Single/Double Occupancy 847-605-9222 Room cut-off date: 05/09/09	Schaumburg, IL

08/04-08/05	Marriott Boston Peabody $129 Single/Double Occupancy 978-977-9700 or 800-228-9290 Room cut-off date: 07/24/09	Boston, MA

09/22-09/23	Buffalo Marriott Niagara $149 Single/Double Occupancy 800-334-4040 or 716-689-6900 Room cut-off date: 08/31/09	Amherst, NY

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.