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
  • An Overview of Pre-Approved 403(b) Retirement Plans
    Major requirements for prototype or volume submitter 403(b) plans seeking a favorable IRS opinion or advisory letter.
    Reviewed 01/23/2017
    10:35
  • 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
  • What You Should Know About IRA-Based Plans
    This video series discusses the different types of IRA-based plans adopted by many small employers. You’ll learn about each plans’ key features, including when employees become participants, contribution and distribution limitations, and common problems in SEP-IRA, SIMPLE-IRA and SARSEP-IRA plans, and Payroll Deduction IRAs.
    Reviewed 09/01/2021
    ~ 1 hr
  • What you Should Know About Retirement Plans
    This video series discusses the different qualified retirement plans adopted by many small employers. You’ll learn about each plans’ key features, including when employees become participants, contribution and distribution limitations, and common problems in profit sharing, 401(k), and defined benefit plans.
    Reviewed 08/30/2021
    ~ 1 hr