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Introduction to Form 5500 2005
The Form 5500 filing is the mechanism for advising various governmental entities about the activities of companysponsored employee benefit plans. This webcast covers filing basics, including the types of plans that require filings, and what and when to file. Further, you will learn about common filing errors and questions that are frequently asked by other form preparers. Topics Covered: Plans that require filings What forms to file Filing deadlines Line by Line review of the Form 5500 and Sched...
EVENT TYPE: WebinarsCATEGORY: Human ResourcesIntroduction to Individual Retirement Accounts (IRAs) 2005
This webcast provides practitioners with an introduction to the different types of IRAs and the rules associated with each. Discussed will be eligibility requirements, contribution limits, distribution options and taxation and reporting requirements. Topics Covered: Traditional IRAs Roth IRAs Employer Sponsored IRAs Deemed IRAs This webcast is presented by Bob Kaplan, CFP, CPC, QPA, APA, who is McKay Hochmans Director of Education and Consulting Services.
EVENT TYPE: WebinarsCATEGORY: Human ResourcesIntroduction to Retirement Plans 2005
The program introduces practitioners to the basic fiduciary and administrative requirements of defined contribution qualified plans. This basiclevel course comprises twelve prerecorded training modules and three live, Internetbased sessions for a total of 15 hours of training. A short quiz follows each module to help reinforce the concepts learned. The final session, which is live, is a Questions & Answers Forum where youll have the opportunity to ask questions regarding any of the material cove...
EVENT TYPE: WebinarsCATEGORY: Human ResourcesInvestigating Employee Complaints: Finding the Truth While Minimizing Legal Liabilities
Employee complaints are a minefield for employers. Take any adverse action against a person who filed a complaint and you can get sued for retaliation. Conduct a lessthanthorough investigation and the accuser might sue you for not responding adequately to the complaint. But watch out! If youre too thorough you could end up getting sued by the accuser, who feels his or her rights have been trampled. How can you find the safe middle ground when youre confronted with allegations of sexual harassmen...
EVENT TYPE: WebinarsCATEGORY: Human ResourcesInvestigating Employee Complaints: Get to The Truth, Avoid Legal Liabilities
Investigations are a legal minefield. The accused can sue you if your probe is too heavyhanded, and accusers can come after you if youre not thorough enough. And dont take any adverse action against a person who filed a complaint – theyll hit you with a retaliation lawsuit! Attend this audio conference and learn how managers and supervisors can protect themselves and their companies when employees file complaints about sexual harassment, discrimination, workplace violence, hostile work environme...
EVENT TYPE: WebinarsCATEGORY: Human ResourcesInvestment Analysis for Credit Unions
Understand risk measures such as duration and convexity • Determine return measures such as yieldtomaturity and total return • Be able to compare relative value of bonds that have different call features utilizing option adjusted spread • Identify the effect on the overall risk/return profile of the balance sheet • Discuss why a broker may show a particular bond over another alternative WHO SHOULD ATTEND This webinar is beneficial for CEOs, CFOs, controllers, or anyone who is involved in making ...
EVENT TYPE: WebinarsCATEGORY: Banking/Finance/Investing/AccountingInvisible Marketing: 3 Things Every Organization Needs to Know in the Era of Blogs, Podcasts and RSS Feeds
Marketing used to be about companies talking to crowds. More recently marketing, with an assist from technology, became increasingly onetoone, with transparency, accountability, and customization as its hallmarks. But another major shift is currently underway. Marketing in the world of blogs and Web 2.0 is turning into a myriad of interlocking conversations between people inside the company and outside the company. Call it crowds talking to crowds. It can seem an unnerving change, with multiple ...
EVENT TYPE: WebinarsCATEGORY:IRA Basics
What Past Attendees Say: I feel as though every one should have the chance to learn more about IRAs, especially when the information is this good. This was a good beginner course for our teller line staff. They will now be able to answer basic questions for our members. I enjoyed the online experience. It was less formal and less stressful than classroom seminars. TOPICS & OBJECTIVES Understand IRAs Learn the history of IRAs Review traditional, Roth, Educational IRAs Discover how to open an IRA...
EVENT TYPE: WebinarsCATEGORY: Banking/Finance/Investing/AccountingIRS 401(k) Update
The webcast will cover recent initiatives in the 401(k) arena, including: Proposed regulations under sections 401(k) and 401(m) Final catchup regulations under section 414(v) IRS 401(k) compliance program Presented by Janice M. Wegesin, CPC, QPA, JMW Consulting, Palatine, IL and Lisa MojiriAzad, Attorney, Office of Chief Counsel, IRS, Washington, DC How Do I Participate? Each webcast runs approximately 100 minutes in length. After you have registered you will receive confirmation and detailed in...
EVENT TYPE: WebinarsCATEGORY: Human ResourcesIRS Correction Programs, including Common Errors and Corrections 2005
This webcast provides practitioners with an introduction and overview of the different correction programs offered by the IRS for plans that have failed to comply operationally with the law and regulations. The requirements, as well as the advantages and disadvantages of each type of correction program will be discussed. The information provided is practical and you can put it to use immediately to establish more effective administrative procedures and reduced compliance issues. Topics Covered: ...
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