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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 2013 Individual Seminar Package allows you to complete 16 credit hours for $195.

New and Upcoming Live Web Seminars

IRS, DOL and PBGC Monthly Update Jan. 2013
Feb. 19, 2013

2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Jan. 2013
Feb. 19, 2013

2 RTRP/EA credits
The Basics of Distributions Upon Severance from Employment
Feb. 26, 2013

2 ERPA/EA credits
Ethics for Retirement Plan Professionals
Feb. 28, 2013

1 ERPA/EA Ethics credit
Professional Conduct for Retirement Plan Professionals
Feb. 28, 2013

1 ERPA/EA Ethics credit

IRS, DOL and PBGC Monthly Update Feb. 2013
March 12, 2013

2 RTRP/EA credits
The Basics of 401(k) Roth Contributions
March 21, 2013
1 ERPA/EA
credit
Ethics for Retirement Plan Professionals
March 28, 2013

1 ERPA/EA Ethics credit
Professional Conduct for Retirement Plan Professionals
March 28, 2013

1 ERPA/EA Ethics credit

IRS, DOL and PBGC Monthly Update March 2013
April 2, 2013

2 ERPA/EA credits
The Basics of 401(k) Safe Harbor Compensation
April 4, 2013
1 ERPA/EA
credit
IRS, DOL and PBGC Monthly Update March 2013
April 9, 2013

2 RTRP/EA credits
Ethics for Retirement Plan Professionals
April 25, 2013

1 ERPA/EA Ethics credit
Professional Conduct for Retirement Plan Professionals
April 25, 2013

1 ERPA/EA Ethics credit

2013 Update on IRS Determination Letter Applications
May 2, 2013

1 ERPA/EA
credit

The Basics of QSLOBs: Qualified Separate Lines of Business
May 9, 2013

1 ERPA/EA
credit

Live Seminars for ERPAs and Enrolled Agents

The Basics of Distributions Upon Severance from Employment
Feb. 26, 2013
2 ERPA/EA credits
Ethics for Retirement Plan Professionals
Feb. 28, 2013

1 ERPA/EA Ethics credit
Professional Conduct for Retirement Plan Professionals
Feb. 28, 2013

1 ERPA/EA Ethics credit

The Basics of 401(k) Roth Contributions
March 21, 2013
1 ERPA/EA credit
The Basics of 401(k) Safe Harbor Compensation
April 4, 2013
1 ERPA/EA credit
2013 Update on IRS Determination Letter Applications
April 11, 2013
1 ERPA/EA credit
The Basics of QSLOBs: Qualified Separate Lines of Business
April 18, 2013
1 ERPA/EA credit
The Basics of Internal Revenue Code Sec. 401(h) and Funding Medical Benefits for Retired Employees, Their Spouse and Dependents
Coming Soon
1 ERPA/EA credit
2013 ERPCRS Update Rev. Proc. 2013-12
Coming Soon
1 ERPA/EA credit

IRS, DOL and PBGC Monthly Update Jan. 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Feb. 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update March 2013
April 2, 2013

2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update April 2013
May 7, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update May 2013
June 4, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update June 2013
July 9, 2013
2 ERPA/EA credits

IRS, DOL and PBGC Monthly Update July 2013
Aug. 6, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Aug. 2013
Sept. 10, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Sept. 2013
Oct. 8, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Oct. 2013
Nov. 5, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Nov. 2013
Dec. 3, 2013
2 ERPA/EA credits
IRS, DOL and PBGC Monthly Update Dec. 2013
Dec. 31, 2013
2 ERPA/EA credits

Live Seminars for RTRPs and Enrolled Agents

IRS, DOL and PBGC Monthly Update Jan. 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Feb. 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update March 2013
April 9, 2013

2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update April 2013
May 14, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update May 2013
June 11, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update June 2013
July 16, 2013
2 RTRP/EA credits

IRS, DOL and PBGC Monthly Update July 2013
Aug. 13, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Aug. 2013
Sept. 17, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Sept. 2013
Oct. 15, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Oct. 2013
Nov. 12, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Nov. 2013
Dec. 10, 2013
2 RTRP/EA credits
IRS, DOL and PBGC Monthly Update Dec. 2013
Dec. 31, 2013
2 RTRP/EA credits

Recorded Seminars for ERPAs and Enrolled Agents

Circular 230 and the Florida Supreme Court's Decision on the Unauthorized Practice of Law
How the Fiscal Cliff Legislation Affects Retirement Plans

Recorded Seminars for RTRPs and Enrolled Agents

ERPAs and Enrolled Agents Written Self-Study Modules

A Compendium of the Final 404(a)(5) Regulations
How MAP-21 Affects Internal Revenue Code Sec. 430 and 436

RTRPs and Enrolled Agents Written Self-Study Modules

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, Enrolled Agent, and/or Registered Tax Return Preparer CPE 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, Enrolled Agent or Registered Tax Return Preparer.

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. Please contact us at sales@erisafile.com with your comments, suggestions, or complaints.

 

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