Webinars for CPAs

Please click on a webinar title to open the registration/information page for that webinar.

All webinars are offered at no cost.

TopicDateTime (Central)
Introduction to 401(k) Plans for Plan SponsorsWednesday, January 10, 2018

1:00-2:30 pm CST

Tax ReformTuesday, January 30, 2018

1:00-2:00 pm CST

Common 401(k) Plan Errors  Wednesday, March 21, 2018

1:00-2:00 pm CST

Introduction to 401(k) Plans for Plan SponsorsWednesday, April 4, 20181:00-2:30 pm CST
401(k) Loan and Distribution Basics Wednesday, April 11, 20181:00-2:00 pm CST
I failed my 2017 ADP Test. What can I do for 2018?Wednesday, April 25, 20181:00-2:00 pm CST
Introduction to 401(k) Plans for Plan Sponsors  Wednesday, August 8, 20181:00-2:30 pm CST
401(k) Loan and Distribution Basics  Wednesday, August 15, 2018

1:00-2:00 pm CST

Common 401(k) Plan Errors Wednesday, August 22, 20181:00-2:00 pm CST
Safe Harbor 401(k) PlansWednesday, September 12, 20181:00-2:00pm CST
Plan Design Features to Consider for 2019!Wednesday, September 19, 20181:00-2:00pm CST
401(k) Loan and Distribution BasicsWednesday, October 24, 20181:00-2:00pm CST
Cash Balance Plans for AdvisorsWednesday, November 7, 20181:00-2:00pm CST
Introduction to 401(k) Plans for Plan SponsorsWednesday, December 5, 20181:00-2:30 pm CST