FIS’ Retirement Education Series features a variety of retirement education programs throughout the year. We cover everything from industry trends and timely legislative issues to in-depth training on specific plan administration topics. This is an opportunity to gain knowledge, stay current and earn continuing education (CE) credits.
This series is ideal for pension consultants, administrators, CPAs, attorneys, actuaries, trust officers, financial advisers, corporate HR professionals, employee benefits, payroll staff and anyone who provides retirement plan information to plan participants.
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
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.
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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.
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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.
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