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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 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 12 Credit Hours for $195 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:

  • January ERISA Update, Jan. 30, 2015 (Friday), 4pm to 5pm ET, covering guidance issued between Jan. 1, 2015 and Jan. 30, 2015 - recording of live web seminar held on Jan. 30, 2015 available;
  • February ERISA Update, Feb. 27, 2015 (Friday), 4pm to 5pm ET, covering guidance issued between Feb. 1, 2015 and Feb. 27, 2015;
  • March ERISA Update, March 31, 2015 (Tuesday), 4pm to 5pm ET, covering guidance issued between March 1, 2015 and March 31, 2015;
  • April ERISA Update, April 30, 2015 (Thursday), 4pm to 5pm ET, covering guidance issued between April 1, 2015 and April 30, 2015;
  • May ERISA Update, May 29, 2015 (Friday), 4pm to 5pm ET, covering guidance issued between May 1, 2015 and May 29, 2015;
  • 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.

The Basics of Hardship Distributions 2015
Thursday, March 19, 2015 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 a 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 12 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 2015
Thursday, March 26, 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 12 Credit Hours for $195 seminar package can attend as part of their package at no additional charge. Group packages are available.

9th Annual Determination Letter Application Update 2015
Thursday, May 14, 2015 at 2pm to 3:40pm ET
Note: We are adding a 2nd session on Thursday, Aug. 27, 2015 and we
are applying for Ohio CLE credit for that session.

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 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.

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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