Description:

This course is centered around the U.S. Presidential election held November 2016.  With the election taking place, ACG looks at the candidates' views on different topics and how each view could impact ...

Description:

This course is an intermediate level course that is designed to give some basic rules and specific plan provision choices the client should know when choosing a Cash Balance Plan so there are no rude ...

Description:

Discussion centered on the following topics of 401(k) Plans: Life cycle of 401(k) plans; Various parties involved in 401(k) process; Plan eligibility; Contribution limits; Basic loan guidelines; Distr ...

Description:

Discussion centered on the following topics of 401(k) Plans: Plan eligibility; Vesting/forfeitures; Highly Compensated Employees; Key employees; Top-Heavy; Automatic enrollment; Safe Harbor plan desig ...

Description:

This course examines a number of fundamental opportunities for transitioning a business, including transitioning to an existing family member, other current partners, employee plans such as ESOPs, sal ...

Description:

This course outlines common goals and reasons for having a retirement plan, such as increasing participant savings for retirement and income deferral for owners. Additionally, the course discusses the ...

Description:

This course is designed to help understand the history of the IRS qualified plan document restatement program; and how to meet the requirements of the 2014 PPA restatement cycle. It will also address ...

Description:

The course provides an overview of fiduciary responsibilities of qualified plan sponsors, including proposed regulations, and how to improve one’s fiduciary process. Additionally, the course discusses ...

Description:

This course provides an overview of the retirement benefits available under the Social Security program, examines the impact of taking benefits at the earliest retirement age versus delaying benefits, ...

Description:

In this course, we introduce the Cash Balance Plan and how they can increase contribution levels for plan sponsors. While classified by the IRS as a defined benefit plan, Cash Balance Plans act as a h ...

Description:

The course is an intermediate level course on the design considerations of qualified plans. The course will go over some key terms and how they apply to qualified plans, as well as examples of differe ...

Description:

This course provides an update on current capital market conditions, including U.S. Federal Reserve policies, the potential impact of Fed’s policies on the stock market and interest rates, and investm ...