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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 allows you to complete 12 credit hours for $195.

Upcoming Live Web Seminars

IRS, DOL and PBGC ERISA Update for January 2015
Friday, Jan. 30, 2014 at 4pm to 5pm 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 Jan. 1, 2015 and Jan. 30, 2015. This seminar is 60 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 $25 for each individual. Individuals registered for our 12 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

2015 Determination Letter Application Update
Thursday, Feb. 5, 2015 at 2pm to 4pm ET
Each year, the IRS releases the “dash 6” Revenue Procedure, containing information on how to submit determination letter applications to the IRS during the coming year. On Dec. 19, 2014, the IRS released Announcement 2015-01, announcing a new 2-tier review process for determination letter applications. In this live web seminar, we discuss Rev. Proc. 2015-6 and Announcement 2015-01, including what is new for determination letter applications submitted in 2015, what has stayed the same, and best practices when submitting a determination letter application to the IRS in 2015. This seminar is 120 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.

The Final 401(k) Regs. 10 Years Later: The ADP and ACP Tests
Thursday, Feb. 12, 2015 at 2pm to 4pm ET
On Dec. 29, 2004, the IRS released the Final 401(k) Regulations. 10 years later, in this live web seminar, we examine how the Final 401(k) Regs. affected the Actual Deferral Percentage test, or ADP test, which the Final 401(k) Regs. say is a “special nondiscrimination test for elective contributions under a cash or deferred arrangement that is part of a profit sharing plan, stock bonus plan, or rural cooperative plan. Additionally, we examine how the Final 401(k) Regs. affected the Actual Contribution Percentage test, or ACP test, which Code section 401(m) provides as parallel test to the ADP test for matching contributions. As part of this discussion, we look at the history of the ADP and ACP tests, why the tests exist and how the ADP and ACP tests are calculated. Finally, we discuss what changes were made to the ADP and ACP tests in the years following the IRS’ release of the Final 401(k) Regs. This seminar is 120 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.

IRS, DOL and PBGC ERISA Update for February 2015
Friday, Feb. 27, 2014 at 4pm to 5pm 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 Feb. 1, 2015 and Feb. 27, 2015. This seminar is 60 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 $25 for each individual. Individuals registered for our 12 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 March 2015
Tuesday, March 31, 2014 at 4pm to 5pm 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 March 1, 2015 and March 31, 2015. This seminar is 60 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 $25 for each individual. Individuals registered for our 12 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 April 2015
Thursday, April 30, 2014 at 4pm to 5pm 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, 2015 and April 30, 2015. This seminar is 60 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 $25 for each individual. Individuals registered for our 12 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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