Check System
  • All About Retirement Plan Administration
    Learn how to: select the right plan; correct plan errors; maintain your plan; and file correct forms.
    Reviewed 01/21/2021
    12:31
  • Disaster Relief for Retirement Plans
    Learn more about: Special withdrawal rules for hurricanes Harvey, Irma and Maria; 2017 California wildfires; Plan amendment deadlines; and Rules for all federal disaster areas.
    Reviewed 01/21/2021
    31:02
  • Retirement Plans for Small Employers and Self-Employed
    Watch this webcast to learn: Why offer a retirement plan? Who can adopt a retirement plan? Key features of IRA-based plans and qualified plans. Pros & cons of each type of plan. How to choose the best plan for each type of employer and filing requirements for each type of plan.
    Reviewed 01/29/2021
    28:20
  • Rev. Proc. 2018-52 – New Electronic VCP Submission Process
    Learn about the existing and new procedures for filing VCP submissions with the IRS.
    Reviewed 01/21/2021
    23:24
  • Third Party Loans from Retirement Plans
    Learn more about: Potential IRC Section 401(a) failures and Prohibited Transactions arising from Third Party Loan transactions; Asset valuation and funding issues arising from Third Party Loan transactions; and Fiduciary responsibilities when a Third Party Loan is in default or determined to be uncollectible.
    Reviewed 01/21/2021
    17:10