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Seminars, Webinars and Self-Study Modules


More than 1,000 retirement plan professionals, including ERISA attorneys, actuaries, CPAs and third party administrators, have attended our seminars and webinars.

Throughout the year, we provide a number of seminars, webinars and self-study modules on a variety of employee benefit and qualified plan topics, including both live seminars in Orlando, and easy-to-access webinars provided over the Internet. We also conduct private, onsite seminars designed and customized to meet your educational needs.

Our pricing is simple - the cost to attend any of our live web seminars, complete any of our self-study modules, or watch any of our recorded seminars, is $50 for each individual per seminar or module. Our 2014 Individual Seminar Package allows you to complete 16 credit hours for $195.

Upcoming Live Web Seminars

IRS Notice 2014-19 on the Application of the U.S. Supreme Court’s Decision on Same-Sex Marriage to Qualified Retirement Plans
Thursday, May 8, 2014 at 2pm to 3:40pm ET
On April 4, 2014, the IRS released Notice 2014-19, addressing the impact of the Supreme Court’s recent decision of US v Windsor on qualified retirement plans. In Part 1 of this live web seminar, we discuss the requirement of Q&A-8 of Notice 2014-19 which states that some plans may need to adopt an amendment by the later of: (1) the deadline under section 5.05 of Rev Proc 2007-44; or (2) Dec. 31, 2014, including discussing how to determine what plans may need to adopt this amendment, the deadline to adopt the amendment, how to determine which deadline applies, what a sample amendment may say, and how the restatement period which just started for defined contribution plans affects this amendment since the language in IRS pre-approved PPA prototype and volume submitter defined contribution plan documents was approved prior to the release of Notice 2014-19. In Part 2 of this live web seminar, we discuss how IRS Notice 2014-19 addresses various issues which the IRS states the decision in Windsor caused for qualified plans, including discussions of Internal Revenue Code section 401(a)(11) qualified joint and survivor annuities (QJSA) spousal consent rules; the spousal consent rules of Code section 417(a)(4) for plan loans; the spousal consent rules of Code section 401(a)(11)(B)(iii) for designating a beneficiary for purposes of QJSAs and QPSAs; the surviving spouse rules for required minimum distributions under Code section 401(a)(9); and the attribution rules of Code section 1563(e)(5) for determining whether a spouse is treated by the IRS as owning shares owned by the other spouse for purposes of determining whether corporations are members of a controlled group under Code section 414(b). We have divided this seminar into 2 parts of 50 minutes each to allow attendees to earn 1 CPE credit if they want to attend only 1 part. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

403(b) Plan Document Update 2014
Thursday, May 15, 2014 at 2pm to 3:40pm ET
On March 25, 2014, the IRS released Rev. Proc. 2014-28, making several changes to the new IRS program for pre-approved prototype and volume submitter 403(b) plan documents, including extending the deadline for submitting applications to the IRS for pre-approval from April 30, 2014 to April 30, 2015. In this live web seminar, we discuss the written plan document requirement imposed by the IRS on 403(b) plans in 2009 as part of the Final 403(b) Regulations and the remedial amendment period it created for 403(b) plan documents; the creation of the IRS pre-approved prototype and volume submitter plan document program in 2013 which the IRS announced in Rev. Proc. 2013-22; what changes the IRS made to this program with Rev. Proc. 2014-28; and how Rev. Proc. 2013-22 and Rev. Proc. 2014-28 affect restatements and the remedial amendment period for 403(b) plan documents. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

The Ethics of Plan Amendments 2014
Thursday, May 29, 2014 at 2pm to 3:40pm ET
During the life of any plan, the language contained within the plan document may be changed, either to update it for a change in the law or to adjust it for a change in the plan’s provisions. Such changes are made by plan amendments. The 3 components of plan amendments are: (1) the amendment itself; (2) the resolution; and (3) the Summary of Material Modifications, or SMM. Each component serves a particular purpose in amending the plan document, and all three components should be included in any valid plan amendment. Each component of the amendment must meet the individual requirements for that component to be valid, along with working in harmony with the other 2 parts of the amendment. Like any three-legged stool, if one component is missing, the amendment may not be a valid change to the plan provisions. In this live web seminar, we discuss plan document amendments through the prism of Circular 230 as we examine the 3 components of any plan amendment – the amendment, the resolution and the Summary of Material Modification, or SMM – including what the requirements are for each of the 3 parts, how each of the 3 parts of any amendment interact with each other, what the IRS and Dept. of Labor look for in a valid plan amendment, and what the ethical implications are for backdating an amendment. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 Ethics CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent Ethics CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

How Much is Enough - Meeting the Meaningful Benefits Requirement of Treas. Reg. 1.401(a)(26)-3 2014
Thursday, June 5, 2014 at 2pm to 2:50pm ET
Note: June 5th session is full. Another session has been added for Aug. 7, 2014 from 2pm to 2:50pm ET
Treas. Reg. 1.401(a)(26)-3 requires that plans provide “meaningful benefits”. In this live web seminar, we discuss what meaningful benefits are, along with the guidance issued by the IRS on meaningful benefits, the requirements of Internal Revenue Code section 401(a)(26) and the specific language of Treas. Reg. 1.401(a)(26)-3. Finally, we explore the meaning of both the Paul Schulz memorandum on meaningful benefits and the Carol Gold memorandum on meaningful benefits, along with the meaning of the clarification to the Carol Gold memorandum issued by the IRS in 2005. This seminar is 50 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit. The IRS has approved this program for 1 ERPA and Enrolled Agent CPE credit. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

Excluding Employees from Participating in 401(k) Plans 2014
Thursday, June 19, 2014 at 2pm to 2:50pm ET

Excluding Student Employees and Part-Time Employees from Participating in 403(b) Plans 2014
Thursday, June 19, 2014 at 3pm to 3:50pm ET

Ethics and Professional Conduct for Retirement Plan Professionals 2014
Thursday, June 26, 2014 at 2pm to 3:40pm ET
In this fast-paced and humorous live web seminar, we will discuss the ethical requirements of Circular 230 as it applies to retirement plan professionals and practice before the IRS, including client’s omissions, responding to IRS’ requests for records, diligence as to accuracy, the applicable standards with respect to documents and amendments, and what the sanctions are for violating Circular 230. In addition, we discuss what constitutes practice before the IRS, and who can practice before the IRS, including the differences between unrestricted and restricted practice before the IRS. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 Ethics CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent Ethics CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

IRS, DOL and PBGC ERISA Update for 2nd Quarter 2014
Thursday, July 10, 2014 at 2pm to 3:40pm ET
Throughout the year, the IRS, Dept. of Labor and PBGC issues guidance affecting retirement, pension and welfare benefit plans, including defined benefit plans, cash balance plans, 401(k) plans and cafeteria plans. In this live web seminar, join us for a lively and interactive discussion of the new and noteworthy guidance issued by the IRS, Dept. of Labor and the PBGC between April 1, 2014 and June 30, 2014. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

Determination Letter Update 2014
Thursday, July 24, 2014 at 2pm to 3:50pm ET

The Ethics of Plan Amendments 2014
Thursday, July 31, 2014 at 2pm to 3:40pm ET
During the life of any plan, the language contained within the plan document may be changed, either to update it for a change in the law or to adjust it for a change in the plan’s provisions. Such changes are made by plan amendments. The 3 components of plan amendments are: (1) the amendment itself; (2) the resolution; and (3) the Summary of Material Modifications, or SMM. Each component serves a particular purpose in amending the plan document, and all three components should be included in any valid plan amendment. Each component of the amendment must meet the individual requirements for that component to be valid, along with working in harmony with the other 2 parts of the amendment. Like any three-legged stool, if one component is missing, the amendment may not be a valid change to the plan provisions. In this live web seminar, we discuss plan document amendments through the prism of Circular 230 as we examine the 3 components of any plan amendment – the amendment, the resolution and the Summary of Material Modification, or SMM – including what the requirements are for each of the 3 parts, how each of the 3 parts of any amendment interact with each other, what the IRS and Dept. of Labor look for in a valid plan amendment, and what the ethical implications are for backdating an amendment. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 Ethics CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent Ethics CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

IRS, DOL and PBGC ERISA Update for 3rd Quarter 2014
Thursday, Oct. 9, 2014 at 2pm to 3:40pm ET
Throughout the year, the IRS, Dept. of Labor and PBGC issues guidance affecting retirement, pension and welfare benefit plans, including defined benefit plans, cash balance plans, 401(k) plans and cafeteria plans. In this live web seminar, join us for a lively and interactive discussion of the new and noteworthy guidance issued by the IRS, Dept. of Labor and the PBGC between July 1, 2014 and Sept. 30, 2014. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 CE credits. The IRS has approved this program for 2 ERPA and Enrolled Agent CPE credits. The cost to attend is $50 for each individual. Individuals registered for our 16 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

Additional Information

Continuing Education Credits:

    Each live web seminar is designed to meet the continuing education requirements of the National Institute of Pension Administrators (NIPA) and the American Society of Pension Professionals and Actuaries (ASPPA). Designated seminars have also been approved by the IRS for ERPA CE credit. Please contact us at seminars@erisafile.com for additional information on continuing education credits.

    IRS CE Provider Logo
    Erisafile has entered in to an agreement with the Office of Professional Responsibility, Internal Revenue Service (IRS), to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent.

Technical Requirements to Attend:

    You will need an Internet connection and a telephone if your computer does not have audio. The speaker audio portion will be via your computer or telephone and the illustrations, graphics and text will be viewed via your computer through the Internet.

Satisfaction Guaranteed:

    If you are not completely satisfied with our live web seminars, we will provide you with a credit toward attending another live web seminar sponsored by Erisafile / QPC. Please contact us at sales@erisafile.com with your comments, suggestions, or complaints.

 

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