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.

FUNDAMENTALS OF QUALIFIED PLANS WORKSHOP -2023– Live Webcast

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
Location: Virtual

WINTER ADVANCED PENSION CONFERENCE – Live Webcast

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 (15) ASPPA, (15) ERPA, (15) NASBA, (15) NIPA continuing education credit hours. Registration will open in November 2023. To be included on the invite list, email [email protected] with your interest.

Event Dates: January 31 – February 2, 2024, 11 am – 4 pm EST each day
Location: Virtual

FORM 5500 WORKSHOP – 2024 - Live Webcast

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. Attendees can earn up to (8) ASPPA, (8) ERPA, (8) NASBA, (8) NIPA continuing education credit hours. Registration will open in December 2023. To be included on the invite list, email [email protected] with your interest.

Event Dates: March 19-20, 2024, 1:00 pm – 4:50 pm EDT each day
Location: Virtual

FALL ADVANCED PENSION CONFERENCE – In-person

Our two and a half-day in-person Advanced Pension Conference provides important updates on current legislative action and developments from the IRS, DOL and Capitol Hill. Offering a combination of general and concurrent sessions, the conference allow ample time to address a timely topics focusing on: new plan design techniques, industry trends, and compliance issues. Attendees have direct access to our panel of ERISA presenters to ask real-life, specific questions, during the "Ask the Experts Workshop" session. The event is packed with opportunities for education and networking. Attendees may earn up to (18) ASPPA, (18) ERPA, (18) NASBA, (18) NIPA continuing education credit hours. Registration will open in the Spring of 2024. To be included on the invite list, email [email protected] with your interest.

Event Dates: TBD
Location: TBD

401(k) PLANS: BEYOND THE BASICS WORKSHOP -2024- Live Webcast

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.

Event Dates: October/November, 2024, 11:00 am – 4:30 pm EDT each day
Location: TBD

FORM 5500 WORKSHOP -2023- Recorded Webinar

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:

PRIVATE SEMINARS – In-person or Virtual

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]

401(k) PLANS: BEYOND THE BASICS - Recorded Webinar

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.

Cycle-Three Document Workshop – PPD and Corbel -2020- Recorded Webinars

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