Join us at the Georgia Tech Hotel and Conference Center to earn up to 1000 total minutes or (20) ASPPA, (20) ERPA, (20) NASBA, and (20) NIPA continuing education (CE) credit hours. Program details to be published early June.
This program offers a deep understanding of the provisions within the most updated amendments and an awareness of critically effective dates so that you can work confidently with your clients into 2026 and beyond.
Earn up to (6) ASPPA, (6) ERPA, (6) NASBA, and (6) NIPA CE credit hours. Program details to be published early June.
The Form 5500 Workshop provides line-by-line instructions to help plan sponsors understand and satisfy the filing obligations while minimizing the likelihood of unnecessary IRS or DOL correspondence. Updated for the latest 5500 regulatory changes, the workshop will answer your Form 5500 and 8955-SSA questions, as well as take a close look at:
The 403(b) Cycle 2 restatement process is here, and this is your chance to get ahead! Our virtual workshop offers a comprehensive, line-by-line review of the new 403(b) Cycle 2 documents. You'll gain practical insights and a deep understanding of the 403(b) Cycle 2 document set, with plenty of opportunities to ask questions throughout the sessions. Purchase here
The 401(k) Plans: Beyond the Basics workshop is the follow-up to the Fundamentals of Qualified Plans workshop. This practical, intermediate course goes beyond the basics to cover special 401(k) testing rules and design options. See more details and purchase here.
Creating the optimal retirement plan design is a complex task and many plan features can cause unintended consequences. This workshop highlights plan design issues including selection of the best contribution allocation formula, the pros and potential cons of selecting various plan features and options, and how to remedy the errors that eventually occur for most plans. See more details and purchase here.
Do you need to train someone new? Do you need to brush up on the basics or fill in gaps in your knowledge? The Fundamentals of Qualified Plans workshop may be just what you need. The five-part virtual workshop combines an introduction to 401(k) plans with a comprehensive study of defined contribution plan requirements and challenges of qualified plan administration. Speakers examine the unique administrative and testing rules essential to 401(k) plan compliance and use case studies and presentations to teach attendees how these rules apply to everyday situations. Purchase here.
FIS® provides private seminars, in-person on-site or virtual. ERISA presenters customize and present and onsite program that meets the educational needs of your business and your staff’s background and experience.
Here are some topic ideas: SECURE Act 2.0 and its Impacts; 403(b) Plans for 401(k) Administrators; 403(b) Prototype Document; Fundamentals of 401(k) Plans and Other Qualified Plans; Form 5500 workshop; Creative Plan Corrections; Cross-tested/Safe Harbor 401(k) Plan Design; Keeping Current: Latest Guidance Congress, the IRS, the DOL, and the Courts – including: Latest Guidance Congress, the IRS, the DOL, and the Courts – including: SECURE 2.0; RMD guidance; proposed new revisions to the Form 5500 from the DOL; the latest EPCRS revisions; Cybersecurity, cryptocurrency, ESGs and more from the DOL. Continuing education credit hours may be available.
Email questions and inquiries to retirement.education@fisglobal.com