New program! Creating the optimal retirement plan design is a complex task and many plan features can cause unintended consequences. SECURE 2.0 further complicated the landscape by adding multiple new distribution options, long-term part-time employee rules, and new contribution types to an already long list of options. 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. 8 CE credit hours available. Register here.
Event Dates: August 6-7, 2024, 12:00 pm – 3:50 pm EST each day
Location: Virtual
Our three half-day virtual Advanced Pension Conference provides important updates on current legislative action and developments from the IRS, DOL and Capitol Hill. Conference attendees may earn up to (13) ASPPA, (13) ERPA, (13) NASBA, (13) NIPA continuing education credit hours. Registration is now opened, please register here.
Event Dates: September 4-5-6, 2024, 11 am – 4 pm EST each day
Location: Virtual
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. Incorporating the most recent legal and regulatory changes, the program considers many of the practical issues and problem areas for which experienced 401(k) practitioners need to be prepared. Attendees may earn up 16 CE credits. Registration is now opened, please register here.
Event Dates: October 28 and 30, November 1, 2024, 11:00 am – 4:30 pm EDT each day
Location: Virtual
This program was recorded during the live 3-day virtual presentation of the Winter Advanced Pension Conference on January 31, February 1 and 2, 2024. Eleven sessions of the timely topics including: What You Need to Know About LTPT Employees; the Anti-Cutback Rule Impacts; Review of the Key Terms and Concepts for the IRS's Error Correction Program; Plan Investments, and more.Purchase here.
The Form 5500 Workshop provides line-by-line instructions to help plan sponsors understand the filing obligations and satisfy them while minimizing the likelihood of unnecessary IRS or DOL correspondence. The program is constantly changing to help you meet the new challenges based on legal, regulatory, and administrative changes. It covers many Form 5500 and 8955-SSA questions, as well as changes to the eligibility requirements to file the Form 5500-SF, electronic filing requirements and options for the Form 5500-EZ, “red flag” answers to DOL compliance questions, and changes on the 2023 Form 5500. Purchase here.
Do you need to train someone new? Do you need to brush up on the basics, or to 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 expert presenters will come to you and work with you to deliver a program customized to meet 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
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. Incorporating the most recent legal and regulatory changes, the program considers many of the practical issues and problem areas for which experienced 401(k) practitioners need to be prepared. Purchase here.
The Cycle-Three restatement process has begun. Each program provides a line-by-line review using the prototype-formatted pre-approved Defined Contribution Adoption Agreement, as well as a review of the basic plan document. The focus is primarily on the Adoption Agreement, giving background, and offering explanations as to its use, including suggested completion of check-box and blank line options. Save time and get an early start on the Cycle-Three restatement process. The recorded sessions of the live virtual Cycle-three Plan Document Workshops, presented in August of 2020, will be available for purchase soon.