Learn & Earn Continuing Education Credits
Course
Presenter
Date
Webcast Series:
Basics of Qualified Retirement Plans
John Griffin J.D., LL.M.
Jan - April 2014
Plan Loans and In-Service Distributions
Charles Lockwood J.D., LL.M.
May 15, 2014
Fiduciary Responsibilities
John Griffin J.D., LL.M.
June 12, 2014
Ethics
John Griffin J.D., LL.M.
October 9, 2014
Current Developments
John Griffin J.D., LL.M.
November 13, 2014
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Course
Presenter(s)
Date
DGEM 5500 & 8955 SSA Update
Laura Houston
April 29, 2014
Daily Valuation Top Tips
Bob Long & Tom Lusby
May 20, 2014
ASC Valuation System Spring Release
Sheryl Stucky, Bob Long & Diane Storm
June 10, 2014
Defined Benefit System Top Tips
Valerie Lopez
July 15, 2014
Defined Benefit System and Quarterly Interest
Judy Stevens
August 19, 2014
Gemini Plan Sponsor Updates
Bob Long
September 9, 2014
DC Plan Processing Steps for Investment Provider Plans
Brad Watson
September 16, 2014
DB/DC Testing Tips
Judy Stevens
October 21, 2014
ASC Valuation System Fall Release
Sheryl Stucky, Bob Long & Diane Storm
November 6, 2014
ASC Valuation and Integration with our 5500s, Document and Task Tracking System
Sheryl Stucky & Mona Wilkinson
November 18, 2014
Cross-testing: Budgt Design and 401(a)(4) Testing
John Connors
December 9, 2014
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