Nipa: McKay Hochman eSeminars

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Exclusive NIPA Member Discounts for McKay Hochman eSeminars

NIPA continually strives to provide industry education that retirement plan professionals need and in a manner that's most effective. That's why NIPA is pleased to partner with McKay Hochman to provide eSeminars at a discounted rate to NIPA members.

See a Full Listing of eSeminars hosted by McKay Hochman that are designed to advance your retirement plan knowledge through a LIVE, interactive Webcast format and take advantage of the discounted rate of 15% OFF THE REGULAR PRICE!

New Online Discount Code Available to NIPA Members

Now when you register online for a McKay Hochman eSeminar, you can enjoy your NIPA Discount instantly. Login and click here for further details! Discounts for multiple registrants from the same company are available. Note: This rate does not apply to our Back-to-Basic eSeminar Series..

Secure timely industry knowledge from eSeminars such as

EPCRS, Latest Release and Recent Years
Date: 8/4
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

This 100 minute interactive course is intended to provide practitioners with an overview of the 2010 EPCRS. If it is not released by the date of this program, we will postpone a month as the EPCRS is expected this year. We will also review the major changes from 2008-50 and 2006-27. 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. As part of the course material, we will provide a copy of our EPCRS correction charts.

IRS 401(k) Questionnaire and Its Impact on Future Compliance
Date: 8/10
11:00 AM (EDS)
100 Minutes
Presenter: Richard A. Hochman, President and Chief Operating Officer

The IRS recently sent out 1,200 Questionnaires to employers sponsoring 401(k) plans trying to determine where compliance deficiencies exist. Employers are nearing the end of the response period. Hear a practitioner perspective about what is involved in completing the questionnaire and where inadvertent issues may lurk. More importantly, the IRS intends to use what it learns from the Questionnaire as the basis of future exams. Now is the time to look at the issues raised by the questionnaire and work with clients to conduct self-audits before the IRS comes knocking at the door.

2010 Third Quarter Update
Dates: 8/17 at 2:00 PM (EDS) or 8/18 at 10:00 AM (EDS)
100 Minutes
Presenter: Richard A. Hochman, President and Chief Operating Officer

This is the Third Quarterly Update eSeminar in 2010. Join us for an exclusive, interactive online seminar that will detail current topics and trends in the employee benefits field. Topics Covered: 408(b)(2) Fee Regs.; QDRO Regs.; Form 8955 Extension; DB Funding; ACT Report; Additional topics may be added to reflect newer guidance.

What a 401(k) Administrator Needs to Know About IRAs
Date: 8/25
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

This 100 minute interactive course is intended to provide the 401(k) administrator with what they need to know about IRAs. Plan administrators often get questions from employers or 401(k) participants about IRAs. This course is designed to acquaint 401(k) administrators with the differences in these two plans and how to answer the most common questions that they receive. The information provided is practical and you can put it to use immediately to establish more effective administrative procedures.

403(b) Update
Date: 9/15
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

This 100 minute interactive course is intended to provide practitioners with an in-depth look at a variety of 403(b) issues. We will cover the DOL Field Assistance Bulletin trilogy, i.e. FAB 2007-02, 2009-02 and 2010-01 which together provide significant guidance on a number of 403(b) issues. We will examine the 403(b) document remedial amendment period for existing 403(b) arrangements that adopted a written plan document by December 31, 2009 and for brand new 403(b) arrangements opened after December 31, 2009. We will cover the status of the prototype plan document program and existing plans adopting a prototype document versus a volume submitter. Finally, we will cover any other new guidance that occurs by the time the class is offered. It is expected that the new EPCRS will have a non-amender procedure for 403(b) plans that did not adopt a written plan by December 31, 2009. There are also some intricate plan design issues we will discuss The information provided is practical and you can put it to use immediately to establish more effective administrative procedures and reduced compliance issues.

Safe Harbor 401(k)s: Design and Correction
Date: 9/17
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

This 100 minute interactive course is intended to provide practitioners with a different view of safe harbor 401(k) plans. The eSeminar will use an analytical approach to safe harbor 401(k) plans. We will look at various plan design features, such as, cross-testing and permitted disparity. We will examine top-heavy testing and coverage testing including the otherwise excludable rules. We will look at other plan designs and compare safe harbor to other types of plans.

Ethics for Retirement Plan Professional
Date: 10/6
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

2010 is the first year that many industry professionals will be required to add Ethics and Professionalism to their continuing education regiment. This class will provide an overview of a number of ethical responsibilities from Circular 230 with real world examples. This will become a more important part of training as time goes on and the DOL updates their Fiduciary standards.

Fiduciary Update for 2010
Date: 10/12
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

It is important for employers to consider their fiduciary duties with regard to the plans they sponsor. 2010 has seen new guidance affecting fiduciaries. We will cover the new guidance. We will also present an overview of some of the recent fiduciary court cases.

New Roth Conversion and Portability
Date: 10/21
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

This eSeminar focuses on the TIPRA changes permitting a conversion to a Roth IRA as of 2010, which brings a new opportunity for those who were precluded from making this transaction by the AGI limit in effect prior to 2010. TIPRA also offers a special two-year tax deferral treatment, but only for Roth conversions occurring in 2010. This new option will benefit many who were not eligible to convert to a Roth IRA before 1010. Further, the removal of the AGI limit on conversions permits those not eligible for a Roth IRA to contribute to another retirement vehicle and convert it to a Roth by rollover, as there is not AGI limit on rollovers.

Terminating 401(k) Plans & Other DC Plans
Date: 10/27
Time: 11:00 AM (EDS)
100 Minutes
Presenter: Bill Grossman, QPA, ERPA, Director of Education and Communications

There are many steps that retirement plan professionals must take when a defined contribution plan is terminating. This 100 minute interactive eSeminar will review major items of concern from documentation to distributions for lost participants. Practitioners will be able to apply the information to their practices immediately.

All eSeminars afford you the chance to earn 2 CPE credits and are available as recordings starting on the day after the live presentation.