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View More FIS Relius Education Webcasts and Conferences

Fundamentals of Qualified Plans Virtual Workshop

FIS Relius Education

Oct. 26, 2021 - Nov. 10, 2021

This five-part virtual program will take place on the following dates (Eastern Time):
Week 1: Tuesday 10/26 and Thursday 10/28, 11:00 a.m. - 4:30 p.m. ET each day
Week 2 Tuesday 11/02 and Thursday 11/04, 11:00 a.m. - 4:30 p.m. ET each day
Week 3: Wednesday 11/10, 11:00 a.m. - 4:30 p.m. ET

Are you struggling to train your team in a virtual and busy environment?  Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? We have the solution to your need.  FIS’s Fundamentals of Qualified Plans is a 5-day live, online course combining an introduction to 401(k) plans with a comprehensive study of defined contribution plan requirements and challenges of qualified plan administration.

Getting your arms around the many retirement rules can be challenging for new and current employees. For an employee without a foundation in our complex retirement system, practicing in this complex arena leads to time-wasting searches for answers, lost productivity and mistakes. FIS’s well-established Fundamentals program (started shortly after ERISA) has trained thousands of retirement plan practitioners around the country.

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. Fundamentals provides a practical background to help pension professionals who work with these types of plans and offers an opportunity to download comprehensive outlines, including the latest changes and regulatory guidance. For new practitioners, Fundamentals is essential learning. For experienced practitioners, it is an excellent refresher on the basics of qualified plan practice, as well as exposure to the latest new concepts.

Learning Objectives:

  • List the alternative base compensation definitions
  • Explain coverage and nondiscrimination requirements
  • Apply the compensation limit
  • Determine whether a plan is top-heavy
  • Identify safe harbor nondiscriminatory definitions of compensation
  • Apply the break-in-service rules
  • Determine whether an employee is an HCE
  • Identify the correct correction method for common errors
  • Recognize situations in which related employer issues may arise

Attendees can receive up to 1,250 total minutes or (25) ASPPA, (25) ERPA, (25) NASBA, and (25) NIPA continuing education (CE) CE credit hours.

Taking the ASPPA or NIPA Exams?
Fundamentals of Qualified Plans webcast is the ideal tool to help you prepare if you are new to the area of retirement plan concepts and terminology. This comprehensive study of retirement plans is presented in a logical and easy-to-understand manner. Leave confident and better prepared for the exams you may face on the way to becoming a retirement plan specialist.

Presenter: David Schultz, J.D., FIS

More Information, How to Register

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