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Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by Location
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

FIS Relius Education
Webcasts and Conferences

Post Your Event

Upcoming Webcasts and Conferences

Begins on Location Title Fee? Continuing Ed
Available?
Dec. 11, 2017 Webcast Fundamentals Series 10: Top-heavy Testing [2017]
CE
Dec. 13, 2017 Webcast Fundamentals Series 11: Controlled Groups [2017]
CE
Dec. 18, 2017 Webcast Ethics: Doing It Right [2017]
CE
Jan. 9, 2018 Webcast Fundamentals Series 12: Participant Loans
CE
Jan. 11, 2018 Webcast Fundamentals Series 13: Distributions
CE
Jan. 16, 2018 Webcast Fundamentals Series 14: Fiduciary Requirements
CE
Feb. 6, 2018 Florida Just for ERPAs Workshop
CE
Feb. 7, 2018 Florida Advanced Pension Conference
CE

Recorded Webcasts

Recorded on Title Fee? Continuing Ed
Available?
Dec. 4, 2017 Fundamentals Series 09: Allocation and Deduction Limits [2017]
CE
Nov. 29, 2017 Fundamentals Series 08: Nondiscrimination Testing and Allocations [2017]
CE
Nov. 27, 2017 Fundamentals Series 07: Safe Harbor 401(k) Plans [2017]
CE
Nov. 16, 2017 Fundamentals Series 06: ADP / ACP Test [2017]
CE
Oct. 5, 2017 Fundamentals Series 05: Elective Deferrals [2017]
CE
Oct. 3, 2017 Fundamentals Series 04: Coverage test (Ratio Percentage Only) [2017]
Sept. 25, 2017 Fundamentals Series 03: Compensation and HCEs [2017]
CE
Sept. 19, 2017 Fundamentals Series 02: Vesting [2017]
CE
Sept. 12, 2017 Fundamentals Series 01: Eligibility [2017]
July 20, 2017 Self-Employment Income 2017
July 6, 2017 Qualified Separate Line of Business (QSLOB)
May 25, 2017 Service Agreements
May 24, 2017 Form 5500 for Welfare Plans
May 11, 2017 403(b) Plans for 401(k) Administrators
May 4, 2017 Highly Compensated Employees: Who are These People?
Apr. 27, 2017 Compensation: Distinctions with a Difference 2017
Apr. 18, 2017 General Nondiscrimination Testing for DC Plans (401(a)(4))
Mar. 30, 2017 Dealing with Participant Loan Defaults
Mar. 28, 2017 Related Employers: Know What to Ask
Feb. 13, 2017 401(k) Beyond the Basics 14: Participant Loans: The Fine Print
Feb. 6, 2017 401(k) Beyond the Basics 13: Distribution Restrictions and Hardships
Jan. 17, 2017 401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation
Jan. 11, 2017 EPCRS 2016: What’s new? What’s different?
Jan. 9, 2017 401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design
Dec. 19, 2016 Effect of Death on 401(k) Plans [2016]
Dec. 15, 2016 1099-R: An Ongoing Challenge Revisited [2016]
Dec. 14, 2016 Ethics: Doing it Right [2016]
Dec. 13, 2016 Dealing with Rehired Employees [2016]
Nov. 22, 2016 The Dirty Dozen: Correcting Commonplace Errors [2016]
Oct. 19, 2016 Universal Availability: A Continuing Challenge to 403(b) Plans
Oct. 17, 2016 401(k) Beyond the Basics 10: After-Tax Contributions
Oct. 13, 2016 Partnerships and LLCs: The Problem Child [2016]
Oct. 11, 2016 401(k) Beyond the Basics 09: ACP Testing Techniques
Oct. 5, 2016 401(k) Beyond the Basics 08: ADP Testing Techniques
Sept. 26, 2016 401(k) Beyond the Basics 07: Elective Deferral Options
Sept. 22, 2016 401(k) Beyond the Basics 06: The Average Benefit Test
Sept. 14, 2016 Form 5500: They want MORE!
Sept. 12, 2016 401(k) Beyond the Basics 05: Coverage Testing Issues
Aug. 24, 2016 409A Proposed Regulations: 19 Tweaks
Aug. 22, 2016 401(k) Beyond the Basics 04: HCEs and Compensation
Aug. 17, 2016 Documented Confusion 2016: IRS rewrites rules on plan amendments
Aug. 15, 2016 401(k) Beyond the Basics 03: Eligibility and Vesting Design Considerations
Aug. 10, 2016 457(b) and (f) Plans under the New Proposed Regulations
Aug. 8, 2016 401(k) Beyond the Basics 02: Plan Document Requirements and Deadlines
Aug. 1, 2016 401(k) Beyond the Basics 01 - IRS and DOL Correction Programs
July 27, 2016 What Employers Need to Understand About the New Fiduciary Rules
July 18, 2016 Fundamentals Series 16: Distributions
July 11, 2016 Fundamentals Series 15: Participant Disclosure
June 13, 2016 Fundamentals Series 14: Fiduciary Requirements
June 7, 2016 HCEs: Digging Deeper
June 6, 2016 Fundamentals Series 13: Roth Contributions and Taxation and Distributions: 401(k) Plans
June 2, 2016 Final Fiduciary Regulations, Part 2: Navigating the BIC and more
May 31, 2016 403(b) and 457(b) Plan Documents
May 26, 2016 Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor?
May 24, 2016 Practical Corrections Series 06: Testing Failures: ADP/ACP, 415, 402(g)
May 23, 2016 Fundamentals Series 12: Participant Loans
May 17, 2016 Practical Corrections Series 05: Plan Loan Failures
May 9, 2016 Fundamentals Series 11: Controlled Groups
Mar. 29, 2016 Practical Corrections Web Series - Part 01: Elective Deferral Failures
Mar. 22, 2016 Cross-testing Forecast: Clouds Overhead!
Mar. 15, 2016 Church Plans: The Retirement Benefits Are Better Than Ever
Mar. 8, 2016 MEPs, IRAs, and More: DOL Guidance on State Plans
Mar. 1, 2016 Multiple Employer Plans: How MEPs Work for Private Employers
Feb. 17, 2016 Safe Harbor Midyear Amendments: Yes You Can!
Feb. 3, 2016 Documenting Hardships Distributions and Participant Loans
Feb. 2, 2016 401(k) Testing Techniques
Dec. 28, 2015 ERISA 06: A Review of the ASPPA IRS Q&A Discussion
Dec. 21, 2015 ERISA 05: Eligibility FAQs
Dec. 18, 2015 Ethics
Dec. 11, 2015 ERISA 04: Current Developments and the IRS LESE Project
Dec. 8, 2015 Safe Harbor 401(k) Plans - A Three-Part Program
Dec. 4, 2015 ERISA 03: Affiliated Service Groups
Nov. 30, 2015 Advanced Cross-Tested Plans Techniques - A 2-Part Program
Nov. 20, 2015 ERISA 02: FAQs Regarding Restatements and Individually Designed Plans (IDPs) [2015]
Nov. 13, 2015 ERISA 01: Correcting Elective Deferral Failures [2015]
Nov. 2, 2015 Fundamentals of Cross Tested Plans - Part 1
Sept. 25, 2015 RMDs
Sept. 11, 2015 Strategies to Increase Participants
Aug. 27, 2015 Distributions, Taxation & After-Tax Contributions
Aug. 3, 2015 Who’s the Employer/ee? 05: Consequences of Related Employers
July 27, 2015 Who’s the Employer/ee? 04: Testing for Related Employers
July 13, 2015 Who’s the Employer/ee? 03: Identifying Related Employers
July 10, 2015 QDROs
July 6, 2015 Who’s the Employer/ee? 02: Shared / Leased Employees
June 29, 2015 Who’s the Employer/ee? 01: Employee / Independent Contractor
June 26, 2015 Orphan Plans
June 18, 2015 Form 5500 for 403(b) Plans [2015]
June 12, 2015 Prohibited Transactions
May 1, 2015 Tribal Plans
Apr. 28, 2015 The New Tools in the EPCRS Box
Apr. 10, 2015 Service Agreements 2015
Apr. 2, 2015 Beyond Fee Disclosures 2015
Jan. 12, 2015 457(b) Plans for 401(k) Practitioners
Dec. 17, 2014 After-tax Contributions: The Untold Story
Nov. 20, 2014 ERISA: Anti-cutback Workarounds in Restatements
Nov. 17, 2014 ERISA: Practical Approaches to Lost Participant Problems
Nov. 6, 2014 ERISA: Who are These Fiduciaries (And What are These Weird Numbers)?
Nov. 3, 2014 Restatement 12: Maximizing Forfeiture Flexibility
Oct. 16, 2014 ERISA Workshop: Rollover Taxation and Other Developments
Oct. 1, 2014 Lost Participants: Welcome to the 21st Century
June 19, 2014 New Ways to Avoid Late Filing Penalties
Apr. 8, 2014 Fee Disclosure Guide: What the New Roadmap Rules Mean For You
Mar. 31, 2014 Focused Topic 02 - Nondiscrimination Testing with Related Employers
Mar. 24, 2014 Focused Topic 01 - Average Benefit Test: A Closer Look
Feb. 25, 2014 403(b) Plans for 401(k) Practitioners
Feb. 24, 2014 Compensation: Navigating the Maze
Jan. 15, 2014 A New Day for Roth Rollovers
Jan. 14, 2014 Don't Be Caught Short: Understanding Short Plan Years
Dec. 16, 2013 Rollovers As Business Startups: Too Good To Be True?
Dec. 10, 2013 Focused Topic 12 - Forfeitures: Allocation Options
Dec. 3, 2013 Focused Topic 11 - Partial Termination and Plan Termination
Nov. 26, 2013 Final Exiting Regulations: Birth of the 'Maybe Not' Notice
Nov. 19, 2013 Focused Topic 10 - Deduction Limits and Contribution Timing
Nov. 12, 2013 Focused Topic 09 - An In-depth Look at HCEs
Nov. 5, 2013 Focused Topic 08 - Dealing With Loan Defaults
Oct. 26, 2013 The Ins and Outs of Benefits, Rights, and Features
Oct. 22, 2013 Focused Topic 07 - Fixing the Broken Plan Document
Oct. 10, 2013 Component Plans: Another Way to Design / Test a Cross-Tested Plan
Oct. 10, 2013 Electronic Notices: Fee Disclosures and Beyond
Oct. 8, 2013 Focused Topic 06 - Correcting Safe Harbor 401(k) Plan Failures
Oct. 1, 2013 Focused Topic 05 - Ethics: A Principled Approach
Sept. 24, 2013 Focused Topic 04 - Form 5330 for Late Deposit of Deferrals
Sept. 17, 2013 Focused Topic 03 - Coverage Testing with Related Employers
Aug. 14, 2013 ERISA Recapture Accounts: Understanding How ERISA Applies
Aug. 9, 2013 Brokerage Accounts and 404a-5: Making Sense of the Rules
July 18, 2013 Impact of Same Gender Marriage Rulings on Retirement Plans
July 16, 2013 Advanced Required Minimum Distributions
June 25, 2013 Cash Balance Plans for 401(k) Practitioners 2013
May 21, 2013 Automatic Enrollment: ACA, EACA, and QACA Requirements
Apr. 23, 2013 Deferral Deposits: Deadlines, Corrections & Forms 5500 / 5330
Apr. 16, 2013 403(b) Plans: New Pre-approved Plan Procedure and Sample Language
Apr. 5, 2013 409A Corrections
Apr. 4, 2013 IRS Form 5330: Line-by-Line
Apr. 3, 2013 Understanding 409A Change Elections
Apr. 2, 2013 Plan Amendments: Procedures, Timing, Cutbacks & Other Issues
Mar. 28, 2013 VCP Under EPCRS 2013: Step-by-Step
Mar. 21, 2013 403(b) Plan Corrections: Correcting Under the New EPCRS Procedure
Mar. 19, 2013 Nonqualified Deferred Compensation Workshop: Code §§ 409A and 457(f)
Feb. 11, 2013 Employees in the Military: The New HEART Notice
July 17, 2012 Participant Disclosures After FAB 2012-2: A Game Changer
June 26, 2012 Multiple Employer Plans: Aftermath of DOL Guidance
June 18, 2012 Practical Guide to Plan Fee Disclosures: June 2012 Update
June 14, 2012 Forms 5500 and 8955-SSA for 403(b) Plans
June 12, 2012 Oh Say, Can You C: Making Sense of Schedule C
Mar. 28, 2012 Government Plans: The Oddity of the Retirement Plan World
June 30, 2009 Defined Benefit Plans for DC Practitioners
Feb. 26, 2009 Documented Confusion: Understanding Restatement Procedures
Mar. 16, 2004 Top Heavy Rules - A Modern Prospective
 
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