FIS’ Retirement Education Series features a variety of retirement education programs, with live classroom set-up, throughout the year. We cover everything from industry trends and timely legislative issues to in-depth training on specific plan administration topics. It is an opportunity to gain knowledge, stay current and earn Continuing Education (CE) credits.
Who should participate? 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.
Our The two and a half-day Chicago Advanced Pension Conference (APC) is back as a live, in-person event for the first time since 2019! Program speakers include industry experts Ilene Ferenczy, Dan McNamara, David Pratt, David Schultz, and Derrin Watson. They’ll dig into important details of the SECURE 2.0 Act and share insights about this impactful legislation. Our panel will highlight what we know and do not know about how SECURE 2.0 will affect retirement plan operations. Other timely sessions will cover EPCRS in 2023, required minimum distribution rules, plan document updates, Ask the Experts, and more. Earn up to (19) ASPPA, (19) ERPA, (19) NASBA, and (19) NIPA continuing education (CE) credit hours. Meeting space and seatings are limited. Register today!
Event Dates: September 6-8, 2023
Location: Hyatt Centric Chicago Magnificent Mile, Chicago, IL
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 live webcast 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. Attendees can earn up to (27) ASPPA, (27) ERPA, (27) NASBA, and (27) NIPA continuing education credit hours. View complete agenda and register here.
Event Dates: November 28-29-30, and December 5 and 7, 11:00 am – 4:30 pm EDT each day
Updated for the 2023 filing season, 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 2022 Form 5500. The Form 5500 Workshop – Recorded Webinar is now available for purchase:REGISTER 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 [email protected]
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. The 401(k) Plans: Beyond the Basics - Recorded Webinar is now available for purchase.REGISTER 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. The Fundamentals of Qualified Plans -- Recorded Webinar is now available for purchase:REGISTER 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, are now available for purchase.
Cycle-Three Plan Document – Corbel – Recorded Webinar REGISTER HERE
Cycle-Three Plan Document – PPD – Recorded Webinar REGISTER HERE