|
February 5, 2014
The Ongoing Evolution of the 403(b) Plan Marketplace
Webinar 10:00 am to 11:00am (Pacific)
Information & Registration
February 28, 2014
CUPA-HR Southern California Chapter Meeting
University of Redlands
Information & Registration
March 20, 2014
The Facts to Combat the Fiction When Assessing Fiduciary Risk
Webinar 10:00 am to 11:00am (Pacific)
Information & Registration
April 6-8, 2014
CUPA-HR Western Region Conference
Seattle, WA
Information & Registration
April 27-29, 2014
CUPA-HR Southern Region Conference
New Orleans, LA
Information & Registration
Past Events
December 11, 2013
The Impact of Department of Labor
Guidance on Target Date Funds
Webinar
November 14, 2013
Internal Controls for Qualified Retirement Plans
Webinar with Moss Adams LLP
November 6, 2013
Top Common Code Section 403(b) Problems and Solutions
Webinar
September 17, 2013
Correcting Plan Errors
Webinar
July 21 – 24, 2013
Top Common 403(b) Problems & Correction Procedures
ASPPA Western Benefits Conference
San Diego, CA
June 11, 2013
Why Doesn’t Your Retirement Plan Work? 13 Traps that Limit the Effectiveness of Your Plan
Webinar
May 9, 2013
Addressing Retirement Readiness: Making Defined Contribution Plans Work
Webinar
May 1, 2013
Best Practices for Ensuring Retirement Plan Fee Reasonableness
Western Pension & Benefit Council Spring Seminar
Portland, OR
March 28, 2013
Fixed Annuities Are Back
Webinar with Moss Adams LLP
March 19 – 20, 2013
Retirement Plan Fiduciary Responsibility, Delegations & Governance
HFMA Northern California Spring Conference
Sacramento, CA
March 12, 2013
Plan Design Trends in Higher Education
Webinar
February 25 – 26, 2013
Retirement Plan Fees: Best Practices for Plan Sponsors
CUPA-HR Lone Star Chapter Annual Conference
Houston, TX
February 20, 2013
Investment Manager Selection
Webinar
February 20, 2013
Fiduciary Responsibilities for 403(b) Committees
Bay Area Business Officers Group
San Francisco, CA
February 7, 2013
The Fiscal Cliff: Crisis Averted?
Webinar
January 30, 2013
Understanding Retirement Plan Fees & Expenses
Navigate 2013 Bay Area Benefit Plan Conference
Santa Clara, CA
November 14, 2012
A Practical Guide to Plan Year End
Webinar
October 23, 2012
Creative Options for Retirement Plans
AICPA National Not-For-Profit Financial Executive Forum 2012
October 16, 2012
Improving Participant Outcomes Through Investment Menu Design
Webinar
September 27, 2012
Best Practices for Ensuring Retirement Plan Fee Reasonableness
Webinar
August 22, 2012
2012 Regulatory Update
Webinar
June 21, 2012
Evaluating Target Date Funds: 5 Things Every Plan Sponsor Should Know About Their Target Date Funds
Webinar
May 23, 2012
Preparing Retirement Plan Participants for Fee Disclosure
Webinar
April 17, 2012
Investment Menu Design: Best Practices for Defined Contribution Plans
Webinar
March 21, 2012
Driving the 5500 Highway: A Roadmap to 403(b) Success
Presented by Multnomah Group and Moss Adams LLP
Webinar
February 29, 2012
Managing Retirement Plan Expenses in the Fee Disclosure Era
Webinar
January 17, 2012
The Future of Low-Risk Options Within Defined Contribution Plans
Webinar
December 7, 2011
Managing Retirement Plan Expenses in the Fee Disclosure Era
Webinar
November 17, 2011
Regulatory Overload: Retirement Plan Expenses & Disclosures
Webinar
November 4, 2011
The New Fee Disclosure Rules: A Game Changer
Southern California Chapter of CUPA-HR, Huntington Library
Pasadena, CA
October 20, 2011
Conducting a Vendor Search: Benefits and Best Practices
Webinar
October 12, 2011
Plan Sponsor Fiduciary: Full Disclosure
Western Pension & Benefits Conference Meeting
Portland, OR
October 7, 2011
Retirement Plan Fundamentals
American Payroll Association Annual Oregon Payroll Conference
Salem, OR
October 7, 2011
Ensuring Operational Compliance with Your Retirement Plan
American Payroll Association Annual Oregon Payroll Conference
Salem, OR
September 22, 2011
Investing in an Uncertain Environment
Webinar
August 18, 2011
2011 Legislative Update
Webinar
July 27, 2011
Evaluating Target Date Funds: 5 Things Plan Sponsors Should Know About Their Target Date Funds
Webinar
June 14, 2011
Under the Microscope: The IRS Targets Higher Education
Webinar
April 21, 2011
Employee Benefit Plans: 2010 in the Rearview Mirror
For 403(b) Plan Sponsors, a joint presentation with Moss Adams LLP
Webinar
March 23, 2011
Navigating Fiduciary Standards: Best Practices for Plan Sponsors
Webinar
February 16, 2011
Evaluating Target Date Funds: 5 Things Every Plan Sponsor Should Know About Their Target Date Funds
Webinar
|
