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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

Loans from a Plan Document Perspective 2014-2015
Monday, Dec. 22, 2014 at 2pm to 3:40pm ET
When adding or changing loan provisions to a plan document, why does the checklist ask so many questions? No matter which plan document provider you use to create your plan documents, the questions in the checklist for adding or changing loan provisions are almost the same. Why is this true, and what do those questions mean? In this live web seminar, we discuss each question asked in a typical checklist, including what the meaning and regulatory guidance is behind each of those questions, what the available options are as permitted by the IRS and Dept. of Labor, and what, if any, corrections are available through the IRS EPCRS system and Rev. Proc. 2013-12 for the loan provision created by answering each question. 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 1st Quarter 2014
Monday, Dec. 22, 2014 at 4pm to 5:40pm 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 Jan. 1, 2014 and March 31, 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.

Recognizing a Partial Plan Termination
Tuesday, Dec. 23, 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.

IRS, DOL and PBGC ERISA Update for 2nd Quarter 2014
Tuesday, Dec. 23, 2014 at 4pm to 5:40pm 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.

Ethics and Professional Conduct for Retirement Plan Professionals 2014
Monday, Dec. 29, 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 3rd Quarter 2014
Monday, Dec. 29, 2014 at 4pm to 5:40pm 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.

The Final 401(k) Regs 10 Years Later: Hardship Distributions 2014-2015
Tuesday, Dec. 30, 2014 at 2pm to 3:40pm ET
Participants in 401(k) plans may face immediate and heavy financial needs, such as funeral expenses for a loved one, or storm damage to their home, which they lack the financial resources to pay for outside of their account balance in the plan. The IRS, recognizing this, permits plan sponsors to include an optional provision in their plan document to permit participants to take partial distribution of their vested account balance as a hardship distribution. In this live web seminar, we examine what the Final 401(k) Regulations issued by the IRS in December of 2004 said about hardship distributions, including what the 7 reasons for which the IRS allows a participant to receive a hardship distribution, the consequences of receiving a hardship distribution, what the IRS looks when examining hardship distributions during an audit of the plan, and how Rev. Proc. 2013-12 permits a plan sponsor to correct an improper hardship distribution. Finally, we discuss the differences between a 401(k) hardship distribution, and a hardship distribution for a 403(b) plan or a 457(b) plan. 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
Tuesday, Dec. 30, 2014 at 4pm to 5:40pm 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. 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 Final 401(k) Regs 10 Years Later: Catch-Up Contributions 2014-2015
Wednesday, Dec. 31, 2014 at 2pm to 3:40pm ET
One of the unique provisions which make 403(b) plans different from 401(k) plans is, if permitted by the 403(b) documents, a 403(b) plan can allow an employee who has at least 15 years of service to make a “special” catch-up contribution. This Special 403(b) catch-up contribution can be in addition to the catch-up contribution permitted by Internal Revenue Code section 414(v). In this live web seminar, we examine what the Final 401(k) Regulations issued by the IRS in December of 2004 said about catch-up contributions, including exploring the 2 types of catch-up contributions - Internal Revenue Code section 414(v) catch-up contributions permitted for both 401(k) and 403(b) plans, and Internal Revenue Code section 402(g)(7) Special catch-up contributions permitted for certain sponsors of 403(b) plans. As part of this discussion, we discus the annual limits on both 414(v) and 402(g)(7) special 403(b) catch-up contributions, how the 414(v) catch-up contribution differs from the 402(g)(7) catch-up contribution, and, if a plan permits both a 414(v) catch-up contribution and the special catch-up contribution, what requirements must be met before a participant can make the special catch-up contribution, including the use test and the lifetime limit test. Finally, we discuss what types of 403(b) plan sponsors are permitted to include 402(g)(7) special 403(b) catch-up contributions in their plans. 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 Basics of Top Heavy Contributions 2014
Wednesday, Dec. 31, 2014 at 4pm to 5:40pm 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.

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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