In-House Seminars
How Do You Benefit: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, you need to consider these advantages:
- Select the subject matter that best suits your needs
- Maximize the number of participants (The optimum number is 20-25, with a minimum of six to merit the seminar's cost.)
- Develop a program to benefit individuals at all skill levels
- Structure the agenda to include lectures and workshops
- Adopt low instructor-to-student ratio to provide personalized instruction
- Select centrally located site to accommodate your staff and minimize staff travel expense
- Maximize the return on your investment
- 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.
General Subjects/ Special Subjects
- Legislative Update
- EGTRRA
- 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
- Overview of Qualified Plans
- Distributions, Rollovers and Transfers
- Code Section 457(b) Plans
Here's a partial list of the firms who have benefited from MHC's In-House Seminars:
- CPI, Great Bend, KS
- Frost Bank, San Antonio, TX
- First National Bank, Brookings, SD
- Johnson Bank, Racine, WI
- Legg Mason, Baltimore, MD
- Hibernia Bank, New Orleans, LA
- Federated Investors, Pittsburgh, PA
- Retirement Alliance, Manchester, NH
- EPIC Advisors, Rochester, NY