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.
ADVANCED PENSION CONFERENCE - VirtualOur 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 CE credit hours. Important topics include: Keeping Current, Distribution Issues, Cycle-Three Restatements, PEP Talk: What You Need to Know About Pooled Employer Plans, Washington Update: What Does the 2020 Election Mean for Retirement Policy, Ask the Experts session, and more.
Event Dates: January 26-28, 2021, 11 am – 4 pm EST each day Location: VirtualREGISTER NOW PENSIONS ON PEACHTREE – VirtualThe professional educators at FIS join the attorneys of the Ferenczy Benefits Law Center, based in Atlanta, GA, to bring you the Pensions on Peachtree - Virtual Conference. This virtual event will take place over two days. Attendees can earn up to 9 CE credits. Program details and online registration will be available in January. Add the event to your 2021 calendar today!
Event Dates: April 26-27, 2021, 11 am – 4 pm EDT each day – Save the Dates Location: Virtual Online Registration: Available in January Cycle-Three Document Workshop – PPD and Corbel - Recorded WebinarsThe 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 last August, are now available for purchase.
Cycle-Three Plan Document – Corbel – Recorded Webinar - Register Now Cycle-Three Plan Document – PPD – Recorded Webinar - Register Now For additional information, send emails to
[email protected].
