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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, DOL and PBGC ERISA Update for 3rd Quarter 2014
Thursday, Oct. 23, 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.

Ethics and Professional Conduct for Retirement Plan Professionals 2014
Thursday, Oct. 30, 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.

Understanding Required Minimum Distributions
Thursday, Nov. 13, 2014 at 2pm to 3:40pm ET
Internal Revenue Code §401(a)(9) require participants to start receiving Required Minimum Distributions, or RMDs, of their account balances for the year they turn age 70.5. If the participant is not a 5% owner, Code §401(a)(9) allows the participant to delay taking RMDs until the later of the April 1 of the year following the year in which they turn age 70.5 or retire. In this live web seminar, we examine the requirements of Code §401(a)(9), including how to calculate when a participant turns age 70.5, how to calculate the amount of the RMDs, who is a 5% owner for purposes of Code §401(a)(9), how a participant can defer receiving RMDs until they retire, and what the penalty is if a participant does not take the required amount of RMDs. 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.

Recognizing a Partial Plan Termination
Thursday, Nov. 20, 2014 at 2pm to 3:40pm ET
While partial plan terminations may be difficult to recognize, the consequences of failing to recognize if a partial plan termination has occurred can have long-lasting negative consequences for the plan sponsor. The IRS says that, generally, a partial plan termination occurs if the plan sponsor has more than 20% of total plan participants severe employment in a particular year or there is a cumulative loss of more than 20% of “affected” employees over a 6-year time span. In this live web seminar, we discuss how to recognize when a partial plan termination occur, including how the IRS utilizes the information on Form 5500 and Form 5310 to identify partial terminations, who are “affected” employees, and the consequences of a partial termination, which can include retroactively increasing participants’ partially vested account balances to 100% vested as of the date the plan passed the partial termination threshold. 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
Tuesday, Nov. 25, 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.

The Basics of Top Heavy Contributions 2014
Thursday, Dec. 4, 2014 at 2pm to 3:40pm ET
In 1982, the Tax Equity and Fiscal Responsibility Act of 1982 added §416 to the Internal Revenue Code, requiring qualified plan sponsors to provide non-key employees with a minimum contribution or benefit if certain conditions are present in the plan on a certain date, known as the determination date. In this live web seminar, we examine the requirements of Code §416, including how to determine whether a plan is top heavy, how to calculate the minimum contribution or minimum benefit which the plan sponsor must provide to non-key employees if the plan is determined to be top-heavy, who is a non-key employee for purposes of Code §416, and what the determination date is. In addition, we examine how the IRS wants plan sponsors to correct top heavy mistakes. 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.

IRS, DOL and PBGC ERISA Update for 4th Quarter 2014
Thursday, Dec. 11, 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 Oct. 1, 2014 and Dec. 31, 2014. Note: An update to the materials will be emailed to all attendees on Dec. 31, 2014 to cover the time period between Dec. 11 and Dec. 31. 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.

Ethics and Professional Conduct for Retirement Plan Professionals 2014
Tuesday, Dec. 16, 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.

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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