Join for our Ease into Hardship Amendments Webinar!

Date: 2019-10-28 01:00:00

Duration: 1 Hour


Speakers: Brian Furgala, Director of ERISA Services, & TAG, & Holly Roussel-Godfrey, Technical Product Owner,

Hardship final regs have been released and plan documents need to be amended. has just released our hardship amendment software and documents.  This webinar will cover how to generate the amendments on for individual plans and using our batch tool, when the amendments need to be completed and administrative factors in working with the hardship final regs.

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Top Heavy Plans

Date: 2019-10-30 01:00:00

Duration: 90 Minutes

CE Credit: 1.5 ASPPA/NIPA and 1 ERPA

Speakers: Kelly A. Johnson, ERISA Consultant with and Jane Nickalls, Senior Product Support Specialist with

Please join us for a lively refresher course covering a wide variety of topics related to top heavy plans. This 90-minute course will start with the basic components of determining if your plan is top heavy, and will run all the way through more complex testing issues that arise with top heavy plans.

We will cover:

  • What is a top heavy plan?
  • Identifying key employees
  • Determining the top heavy ratio
  • Top heavy minimum allocations and vesting
  • Safe harbor 401(k) plans
  • Plan aggregation

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Technical Answer Group (TAG) – Review of FAQ’s

Date: 2019-11-06 01:00:00

Duration: 60 Minutes


Speakers: Susan Wright, Managing Editor with TAG

In this webinar, we will discuss some of the most interesting and complex technical questions that have been submitted to our team of experts at the Technical Answer Group (TAG) over the past year, with an emphasis on current topics and plan corrections under the IRS Employee Plans Compliance Resolution System (EPCRS).  In addition, we will provide a brief demonstration of our new and improved TAG dashboard on the Wolters Kluwer Cheetah platform.

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