Upcoming Webinars
Nova 401(k) associates provides free webinars to keep you educated and informed on all things related to 401(k) plans. These webinars are for plan sponsors and industry professionals alike.
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Plan Design Features to Consider for 2022!
We are pleased to offer a FREE 60 minute webinar for Plan Sponsors and Financial Advisors with a general knowledge of 401(k) plans. The end of a year is a great time to consider making changes to a 401(k) plan for the next year. Many changes are easiest to implement effective January 1. This webinar will provide an overview of plan design changes to consider by covering the following topics: • Changes to Eligibility • Changes to Match and Profit Sharing Contributions • Auto-Enrollment • Roth 401(k) • Safe Harbor 401(k) Plans Information for Texas CPAs: We are registered with the Texas State Board of Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which is included as a link in a follow up email from GoToMeetings), you will receive a Certificate of Attendance via e-mail within one week of the webinar. If you have any questions about the webinar, please contact your account manager or email us at webinars@nova401k.com. Eligible for 1 ASPPA CE | 8/12/2021 | 1:00pm CDT | 1 hour | Register |
| 401(K) Loan and Distribution Basics
We are pleased to offer a FREE 60 minute webinar for individuals who are responsible for administering 401(K) plans with little or no knowledge about 401(K) plans. This webinar will cover basic issues regarding loan and distributions, including the following learning objectives: • Termination of Employment Distributions • Hardship Distributions • Other In-service distributions • Loans Information for Texas CPAs: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which will be sent as a link in a follow-up email from GoToMeetings), you will receive a Certificate of Attendance via e-mail within one week of the webinar. If you have any questions about this webinar, please contact your account manager or webinars@nova401k.com. Eligible for 1 ASPPA CE | 8/19/2021 | 1:00pm CDT | 1 hour | Register |
| Common 401(K) Plan Errors
We are pleased to offer a FREE 60 minute webinar for Plan Sponsors and Financial Advisors with a general knowledge of 401(k) plans. Industry data demonstrates that penalties and costs assessed to employers related to errors in administering 401(k) plans are much more common than penalties associated with investment-related problems. This webinar will include the following common administrative errors and how plan sponsors can avoid and correct them: • Errors relating to plan documents • Eligibility Errors • Errors involving loans and distributions • Contribution Errors • Compliance Testing Errors Information for Texas CPAs: We are registered with the Texas State Board of Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which will be a link to GoToMeetings in the follow-up email), you will receive a Certificate of Attendance via e-mail within one week of the webinar. If you have any questions about the webinar, please contact your account manager or webinars at webinars@nova401k.com. Eligible for 1 ASPPA CE | 8/26/2021 | 1:00pm CDT | 1 hour | Register |
| Safe Harbor 401(k) Plans
We are pleased to offer a FREE 60 minute webinar for Plan Sponsors and Financial Advisors with a general knowledge of 401(k) plans. Safe Harbor 401(k) Plans are deemed to pass many IRS nondiscrimination tests. This webinar will provide detailed information about the requirements to be a safe harbor 401(k) plan, and will include the following: • Advantages of being a Safe Harbor 401(k) Plan • Requirements to be a Safe Harbor 401(k) Plan • Types of Safe Harbor • Administrative Issues • SECURE Act Updates Information for Texas CPAs: We are registered with the Texas State Board of Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which will be a link to GoToMeetings in the follow-up email), you will receive a Certificate of Attendance via e-mail within one week of the webinar. If you have any questions about the webinar, please contact your account manager or webinars@nova401k.com. Eligible for 1 ASPPA CE | 9/9/2021 | 1:00pm CDT | 1 hour | Register |
| Introduction to 401(k) Plans for Plan Sponsors
We are pleased to offer a FREE 90 minute webinar for individuals who are responsible for administering 401(k) plans with little or no knowledge about 401(k) plans. The webinar will cover the following introductory learning objectives: • 401(k) Basics • Timing of 401(k) Contributions • Loan Basics • Distribution Basics • What to expect annually • And more! Information for Texas CPAs: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.5 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which will be sent as a link in a follow-up email from GoToMeeting), you will receive a Certificate of Attendance via email within one week of the webinar. If you have questions about the webinar, please contact your account manager or webinars at webinars@nova401k.com. Eligible for 1.5 ASPPA CE | 9/16/2021 | 1:00pm CDT | 1.5 hours | Register |
| Cash Balance Plans for Advisors
We are pleased to offer a 60 minute webinar to financial advisors with a general knowledge of retirement plans who are looking for a retirement plan design to maximize tax deductions for their clients and help their clients contribute more for retirement. This webinar will include the following learning objectives: • How Cash Balance Plans Work • Cash Balance Plan Advantages and Requirements • Cash Balance Plan Trends • Review of Case Studies • How to Identify Opportunities Eligible for CFP CE. Information for Texas CPAs: We are registered with the Texas State Board of Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation survey (this will be available via a website link sent in an email to you from GoToMeeting one hour after the webinar has completed), you will receive a Certificate of Attendance via e-mail within one week of the webinar. If you have any questions about the webinar, please contact your account manager or webinars@nova401k.com. Eligible for 1 ASPPA CE | 9/23/2021 | 1:00pm CDT | 1 hour | Register |
| Introduction to 401(k) Plans for Plan Sponsors
We are pleased to offer a FREE 90 minute webinar for individuals who are responsible for administering 401(k) plans with little or no knowledge about 401(k) plans. The webinar will cover the following introductory learning objectives: • 401(k) Basics • Timing of 401(k) Contributions • Loan Basics • Distribution Basics • What to expect annually • And more! Information for Texas CPAs: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program. There are no prerequisites for this webinar. If you would like to attend this webinar and receive 1.5 hours of Texas CPA credit, you must register individually. If you register, log in, are present for the entire live webinar, and return your evaluation (which will be sent as a link in a follow-up email from GoToMeeting), you will receive a Certificate of Attendance via email within one week of the webinar. If you have questions about the webinar, please contact your account manager or Webinars at webinars@nova401k.com. Eligible for 1.5 ASPPA CE | 12/2/2021 | 1:00pm CST | 1.5 hours | Register |
Past Webinars
More About Nova 401(k) Associates
We Get It. We Listen. We Communicate.