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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 $25 per credit hour attended for each individual. Our 2015 Individual Seminar Package - 12 Hours allows you to complete 12 credit hours for $195. Our 2015 Individual Seminar Package - 16 Hours allows you to complete 16 credit hours for $295.

Recorded Seminars

Ethics and Professional Conduct for Retirement Plan Professionals 2015
Recording of the live web seminar held on Thursday, June 25, 2015 from 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.
Note: To watch the recording, click on the "register" button. Once you register, we email you the link to access the recording and the handout materials.

Upcoming Live Web Seminars

IRS, DOL and PBGC ERISA Monthly Update
Throughout the year, the IRS, Dept. of Labor and PBGC issue guidance affecting retirement, pension and welfare benefit plans, including defined benefit plans, cash balance plans, 401(k) plans and profit sharing plans. Each month, join us on the last business day of the month for a lively and interactive discussion of the new and noteworthy guidance issued by the IRS, Dept. of Labor and the PBGC during that month. This live web seminar is 60 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit. The IRS has approved each program for 1 ERPA and Enrolled Agent CPE credit. The cost to attend is $25 for each individual. Individuals registered for our 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available. To reserve a seat, click on the link below for the seminar you want to attend.

IRS, DOL and PBGC ERISA Monthly Updates:

  • June ERISA Update, June 30, 2015 (Tuesday), 4pm to 5pm ET, covering guidance issued between June 1, 2015 and June 30, 2015;
  • July ERISA Update, July 31, 2015 (Friday), 4pm to 5pm ET, covering guidance issued between July 1, 2015 and July 31, 2015;
  • August ERISA Update, Aug. 31, 2015 (Monday), 4pm to 5pm ET, covering guidance issued between Aug. 1, 2015 and Aug. 31, 2015;
  • Sept. ERISA Update, Sept. 30, 2015 (Wednesday), 4pm to 5pm ET, covering guidance issued between Sept. 1, 2015 and Sept. 30, 2015;
  • Oct. ERISA Update, Oct. 30, 2015 (Friday), 4pm to 5pm ET, covering guidance issued between Oct. 1, 2015 and Oct. 30, 2015;
  • Nov. ERISA Update, Nov. 30, 2015 (Monday), 4pm to 5pm ET, covering guidance issued between Nov. 1, 2015 and Nov. 30, 2015;
  • Dec. ERISA Update, Dec. 30, 2015 (Wednesday), 4pm to 5pm ET, covering guidance issued between Dec. 1, 2015 and Dec. 30, 2015.

Congress Proposes a New 401k Safe Harbor Contribution Beginning in 2016
Thursday, June 11, 2015 at 2pm to 3:40pm ET
Currently pending before Congress is the Retirement Security Act of 2015, which amends Code §401(k) to add a new safe harbor contribution which will meet nondiscrimination requirements. In this live web seminar, we discuss this new safe harbor contribution for 401(k) plans, and compare and contrast it to the currently existing safe harbor contributions which satisfy non-discrimination requirements for 401(k) plans. In addition, we examine the proposed tax credit contained in the Retirement Security Act of 2015, which gives small employers a tax credit for the amount of matching contributions they make into a 401(k) plan once certain conditions are met. 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 2015 Individual 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 2015
Thursday, June 25, 2015 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

US Supreme Court Ruling on Obamacare - King v Burwell 2015
Monday, June 29, 2015 at 4pm to 5:40pm ET
On June 25, 2015, the U.S. Supreme Court released their opinion on the Affordable Care Act. In King v. Birdwell, No. 14-114, the Court held that Section 36B’s tax credits are available to individuals in States that have a Federal Exchange. As part of this 26-page opinion, the Court discusses the overall regulatory scheme of the Affordable Care Act. In this live web seminar, we discuss the Court’s opinion, along with the 19-page dissent written by Justice Scalia, and what this opinion means for complying for the Affordable Care Act. 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 12 Credit Hours for $195 2015 seminar package can attend as part of their package at no additional charge. Group packages are available.

Documenting Hardship Distributions 2015
Thursday, July 2, 2015 at 2pm to 3:40pm ET
On April 2, 2015, the IRS issued a reminder to plan sponsors to keep proper documentation when making a hardship distribution. In this live web seminar, we discuss the IRS requirements for documenting a hardship distribution, including what the IRS looks for when auditing a plan which has made a hardship distribution, and what the Code and Treasury Regulations state are acceptable reasons for a plan sponsor approving a hardship distribution. In addition, we will discuss the plan document language which the IRS suggests for hardship provisions in pre-approved prototype and volume submitter plan documents, and how to interpret that language. 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

Completing Form 5500 and Form 5500SF Assets, Addresses and Counting Employees 2015
Thursday, July 9, 2015 at 2pm to 3:40pm ET
Each year, plan sponsors are required to complete Form 5500 or Form 5500SF, providing basic information about the plan to the IRS and Dept. of Labor, including how many people are participating in plan, how much in assets the plan has, and where the plan is located. During a limited review of Form 5500s and Form 5500SFs, the IRS said they found a 60% error rate in the address, assets, and number of employee sections. In this live web seminar, we discuss how to complete the address section of Form 5500 and Form 5500SF, what is required in the assets section of Form 5500SF, and Schedules H and I of Form 5500, and how to determine the number of employees for Form 5500 and Form 5500SF purposes. In addition, we discuss how Circular 230 applies to Form 5500 and Form 5500SF, and what the ethical implications are for making mistakes when completing Form 5500 and Form 5500SF. This seminar is 100 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 2 CE credits, including 1 hour of Ethics. The IRS has approved this program for 2 ERPA and Enrolled Agent CPE credits, including 1 hour of Ethics. The cost to attend is $50 for each individual. Individuals registered for our 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

Rollover Contributions and the New Safe Harbor for Plan Administrators 2015
Thursday, July 23, 2015 at 2pm to 3:40pm ET
On April 21, 2014, the IRS released Revenue Ruling 2014-9, providing a safe harbor for plan administrators to accept rollover contributions from other qualified plans or IRAs if certain conditions are met. In this live web seminar, we discuss what a plan administrator needs to do in order when accepting a rollover contribution into a plan to keep within the Rev. Rul. 2014-9 safe harbor. Additionally, we discuss the IRS’ rules on rollover contributions, what types of distribution can be rolled over into a qualified plan, and what plan document language the IRS suggests for pre-approved prototype and volume submitter 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 2015 Individual 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 2015
Thursday, July 30, 2015 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

Safe Harbor Definitions of Compensation 2015
Thursday, Aug. 6, 2015 at 2pm to 3:40pm ET
Form 5300 asks if the plan is using the 414(s) safe harbor definition of compensation. Internal Revenue Code §414(s) says that the 414(s) safe harbor definition of compensation is compensation as defined by Internal Revenue Code §415(c)(3) or one of the alterative safe harbor compensation definitions created by the IRS in the Treasury Regulations. In this live web seminar, we examine what the IRS means when it refers to the 414(s) safe harbor definition of compensation, how Code §415(c)(3) defines compensation, and then we compare and contrast these definitions of compensation with the different alternative safe harbor definitions of compensation contained in the Treasury Regulations. Additionally, we examine the plan document language suggested by the IRS for pre-approved prototype and volume submitter plan documents to use to define compensation. 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

Excludable Employees for 401(k) and 403(b) Plans 2015
Thursday, Aug. 20, 2015 at 2pm to 3:40pm ET
The IRS allows 403(b) plans to exclude employees who work less than 20 hours per week, while the IRS prohibits 401(K), profit sharing and defined benefit plans from excluding part-time employees. In this live web seminar, we discuss the reasons the IRS allows an employer to exclude employees from participating in qualified plans, including the exclusions which are unique to 403(b) plans, including the exclusions based on age, service, and immigration status. In addition, we discuss how to correct mistakes involving excludable employees using the IRS’ Employee Plans Compliance Resolution System (EPCRS). 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 2015 Individual 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 2015
Thursday, Aug. 27, 2015 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 2015 Individual Seminar Package can attend as part of their package at no additional charge. Group packages are available.

Auditing 401(k) and Other Qualified Plans 2015
Thursday, Sept. 10, 2015 at 2pm to 3:40pm ET
ERISA requires qualified plans to file annual reports about their financial information and activities with the Dept. of Labor using Form 5500 or Form 5500SF. Plans with less than 100 participants at the beginning of the plan year may qualify for a waiver of this audit requirement if they meet certain conditions. Earlier this year, the Dept. of Labor released their findings from a study they did of Form 5500 filings and related audit reports for the 2011 filing year. In this live web seminar, we discuss ERISA’s audit requirement, what conditions must be met for a plan to qualify for a waiver of this requirement, what the Dept. of Labor found when they studied a statistically valid sample of 400 plan audits from a target population of 81,162 Form 5500 filings for the 2011 filing year in which an accountant’s report/audit opinion was attached, and what changes to the audit process the Dept. of Labor is recommending based on their findings. 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 2015 Individual 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 2015
Thursday, Sept. 24, 2015 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 2015 Individual 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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