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FIS Relius Education
Webcasts and Conferences

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Upcoming Webcasts and Conferences

Begins on Location Title Fee? Continuing Ed
Available?
Feb. 22, 2018 Webcast Prohibited Transactions Fee is required
CE
Feb. 26, 2018 Webcast 403(b) Plans for 401(k) Administrators: Part 1 [2018] Fee is required
CE
Feb. 27, 2018 Webcast 403(b) Plans for 401(k) Administrators: Part 2 [2018] Fee is required
CE
Feb. 28, 2018 Webcast 403(b) Plans for 401(k) Administrators: Part 3 [2018] Fee is required
CE
Mar. 5, 2018 Webcast 403(b) Pre-Approved Plan Document Workshop: Part 1 [2018] Fee is required
CE
Mar. 6, 2018 Webcast 403(b) Pre-Approved Plan Document Workshop: Part 2 [2018] Fee is required
CE
Mar. 7, 2018 Webcast 403(b) Pre-Approved Plan Document Workshop: Part 3 [2018] Fee is required
CE
Mar. 20, 2018 Webcast Advanced Hardship Distributions [2018] Fee is required
CE
Mar. 22, 2018 North Carolina 401(k) Plans: Beyond the Basics Fee is required
CE
Mar. 26, 2018 Missouri 401(k) Plans: Beyond the Basics Fee is required
CE
Mar. 29, 2018 Webcast Compensation: Navigating the Maze [2018] Fee is required
CE
Apr. 2, 2018 Illinois 401(k) Plans: Beyond the Basics Fee is required
CE
Apr. 9, 2018 Florida FIS Connect 2018 Fee is required
CE
Apr. 23, 2018 Georgia Pensions on Peachtree Fee is required
CE
Apr. 30, 2018 Colorado 401(k) Plans: Beyond the Basics Fee is required
CE

Recorded Webcasts

Recorded on Title Fee? Continuing Ed
Available?
Jan. 23, 2018 Keeping Current 2017: The Year in Review Fee is required
Jan. 18, 2018 Compensation: Distinctions with a Difference [2018] Fee is required
Jan. 16, 2018 Fundamentals Series 14: Fiduciary Requirements Fee is required
Jan. 11, 2018 Fundamentals Series 13: Distributions Fee is required
Jan. 9, 2018 Fundamentals Series 12: Participant Loans Fee is required
Dec. 18, 2017 Ethics: Doing It Right [2017] Fee is required
Dec. 13, 2017 Fundamentals Series 11: Controlled Groups [2017] Fee is required
Dec. 11, 2017 Fundamentals Series 10: Top-heavy Testing [2017] Fee is required
Dec. 4, 2017 Fundamentals Series 09: Allocation and Deduction Limits [2017] Fee is required
Nov. 29, 2017 Fundamentals Series 08: Nondiscrimination Testing and Allocations [2017] Fee is required
Nov. 27, 2017 Fundamentals Series 07: Safe Harbor 401(k) Plans [2017] Fee is required
Nov. 16, 2017 Fundamentals Series 06: ADP / ACP Test [2017] Fee is required
Oct. 5, 2017 Fundamentals Series 05: Elective Deferrals [2017] Fee is required
Oct. 3, 2017 Fundamentals Series 04: Coverage test (Ratio Percentage Only) [2017] Fee is required
Sept. 25, 2017 Fundamentals Series 03: Compensation and HCEs [2017] Fee is required
Sept. 19, 2017 Fundamentals Series 02: Vesting [2017] Fee is required
Sept. 12, 2017 Fundamentals Series 01: Eligibility [2017] Fee is required
July 20, 2017 Self-Employment Income 2017 Fee is required
July 6, 2017 Qualified Separate Line of Business (QSLOB) Fee is required
May 25, 2017 Service Agreements Fee is required
May 24, 2017 Form 5500 for Welfare Plans Fee is required
May 11, 2017 403(b) Plans for 401(k) Administrators Fee is required
May 4, 2017 Highly Compensated Employees: Who are These People? Fee is required
Apr. 27, 2017 Compensation: Distinctions with a Difference 2017 Fee is required
Apr. 18, 2017 General Nondiscrimination Testing for DC Plans (401(a)(4)) Fee is required
Mar. 30, 2017 Dealing with Participant Loan Defaults Fee is required
Mar. 28, 2017 Related Employers: Know What to Ask Fee is required
Feb. 13, 2017 401(k) Beyond the Basics 14: Participant Loans: The Fine Print Fee is required
Feb. 6, 2017 401(k) Beyond the Basics 13: Distribution Restrictions and Hardships Fee is required
Jan. 17, 2017 401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation Fee is required
Jan. 11, 2017 EPCRS 2016: What’s new? What’s different? Fee is required
Jan. 9, 2017 401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design Fee is required
Dec. 19, 2016 Effect of Death on 401(k) Plans [2016] Fee is required
Dec. 15, 2016 1099-R: An Ongoing Challenge Revisited [2016] Fee is required
Dec. 13, 2016 Dealing with Rehired Employees [2016] Fee is required
Nov. 22, 2016 The Dirty Dozen: Correcting Commonplace Errors [2016] Fee is required
Oct. 19, 2016 Universal Availability: A Continuing Challenge to 403(b) Plans Fee is required
Oct. 17, 2016 401(k) Beyond the Basics 10: After-Tax Contributions Fee is required
Oct. 13, 2016 Partnerships and LLCs: The Problem Child [2016] Fee is required
Oct. 11, 2016 401(k) Beyond the Basics 09: ACP Testing Techniques Fee is required
Oct. 5, 2016 401(k) Beyond the Basics 08: ADP Testing Techniques Fee is required
Sept. 26, 2016 401(k) Beyond the Basics 07: Elective Deferral Options Fee is required
Sept. 22, 2016 401(k) Beyond the Basics 06: The Average Benefit Test Fee is required
Sept. 14, 2016 Form 5500: They want MORE! Fee is required
Sept. 12, 2016 401(k) Beyond the Basics 05: Coverage Testing Issues Fee is required
Aug. 24, 2016 409A Proposed Regulations: 19 Tweaks Fee is required
Aug. 22, 2016 401(k) Beyond the Basics 04: HCEs and Compensation Fee is required
Aug. 17, 2016 Documented Confusion 2016: IRS rewrites rules on plan amendments Fee is required
Aug. 15, 2016 401(k) Beyond the Basics 03: Eligibility and Vesting Design Considerations Fee is required
Aug. 10, 2016 457(b) and (f) Plans under the New Proposed Regulations Fee is required
Aug. 8, 2016 401(k) Beyond the Basics 02: Plan Document Requirements and Deadlines Fee is required
Aug. 1, 2016 401(k) Beyond the Basics 01 - IRS and DOL Correction Programs Fee is required
July 27, 2016 What Employers Need to Understand About the New Fiduciary Rules Fee is required
July 18, 2016 Fundamentals Series 16: Distributions Fee is required
July 11, 2016 Fundamentals Series 15: Participant Disclosure Fee is required
June 13, 2016 Fundamentals Series 14: Fiduciary Requirements Fee is required
June 7, 2016 HCEs: Digging Deeper Fee is required
June 6, 2016 Fundamentals Series 13: Roth Contributions and Taxation and Distributions: 401(k) Plans Fee is required
June 2, 2016 Final Fiduciary Regulations, Part 2: Navigating the BIC and more Fee is required
May 31, 2016 403(b) and 457(b) Plan Documents Fee is required
May 26, 2016 Final Fiduciary Regulations, Part 1: Who is a Fiduciary Advisor? Fee is required
May 24, 2016 Practical Corrections Series 06: Testing Failures: ADP/ACP, 415, 402(g) Fee is required
May 23, 2016 Fundamentals Series 12: Participant Loans Fee is required
May 17, 2016 Practical Corrections Series 05: Plan Loan Failures Fee is required
Mar. 29, 2016 Practical Corrections Web Series - Part 01: Elective Deferral Failures Fee is required
Mar. 22, 2016 Cross-testing Forecast: Clouds Overhead! Fee is required
Mar. 15, 2016 Church Plans: The Retirement Benefits Are Better Than Ever Fee is required
Mar. 8, 2016 MEPs, IRAs, and More: DOL Guidance on State Plans Fee is required
Mar. 1, 2016 Multiple Employer Plans: How MEPs Work for Private Employers Fee is required
Feb. 17, 2016 Safe Harbor Midyear Amendments: Yes You Can! Fee is required
Feb. 3, 2016 Documenting Hardships Distributions and Participant Loans Fee is required
Feb. 2, 2016 401(k) Testing Techniques Fee is required
Dec. 28, 2015 ERISA 06: A Review of the ASPPA IRS Q&A Discussion Fee is required
Dec. 21, 2015 ERISA 05: Eligibility FAQs Fee is required
Dec. 18, 2015 Ethics Fee is required
Dec. 11, 2015 ERISA 04: Current Developments and the IRS LESE Project Fee is required
Dec. 8, 2015 Safe Harbor 401(k) Plans - A Three-Part Program Fee is required
Dec. 4, 2015 ERISA 03: Affiliated Service Groups Fee is required
Nov. 30, 2015 Advanced Cross-Tested Plans Techniques - A 2-Part Program Fee is required
Nov. 20, 2015 ERISA 02: FAQs Regarding Restatements and Individually Designed Plans (IDPs) [2015] Fee is required
Nov. 13, 2015 ERISA 01: Correcting Elective Deferral Failures [2015] Fee is required
Nov. 2, 2015 Fundamentals of Cross Tested Plans - Part 1 Fee is required
Sept. 25, 2015 RMDs Fee is required
Sept. 11, 2015 Strategies to Increase Participants Fee is required
Aug. 27, 2015 Distributions, Taxation & After-Tax Contributions Fee is required
Aug. 3, 2015 Who’s the Employer/ee? 05: Consequences of Related Employers Fee is required
July 27, 2015 Who’s the Employer/ee? 04: Testing for Related Employers Fee is required
July 13, 2015 Who’s the Employer/ee? 03: Identifying Related Employers Fee is required
July 10, 2015 QDROs Fee is required
July 6, 2015 Who’s the Employer/ee? 02: Shared / Leased Employees Fee is required
June 29, 2015 Who’s the Employer/ee? 01: Employee / Independent Contractor Fee is required
June 26, 2015 Orphan Plans Fee is required
June 18, 2015 Form 5500 for 403(b) Plans [2015] Fee is required
June 12, 2015 Prohibited Transactions Fee is required
May 1, 2015 Tribal Plans Fee is required
Apr. 28, 2015 The New Tools in the EPCRS Box Fee is required
Apr. 10, 2015 Service Agreements 2015 Fee is required
Apr. 2, 2015 Beyond Fee Disclosures 2015 Fee is required
Jan. 12, 2015 457(b) Plans for 401(k) Practitioners Fee is required
Dec. 17, 2014 After-tax Contributions: The Untold Story Fee is required
Nov. 20, 2014 ERISA: Anti-cutback Workarounds in Restatements Fee is required
Nov. 17, 2014 ERISA: Practical Approaches to Lost Participant Problems Fee is required
Nov. 6, 2014 ERISA: Who are These Fiduciaries (And What are These Weird Numbers)? Fee is required
Nov. 3, 2014 Restatement 12: Maximizing Forfeiture Flexibility Fee is required
Oct. 16, 2014 ERISA Workshop: Rollover Taxation and Other Developments Fee is required
Oct. 1, 2014 Lost Participants: Welcome to the 21st Century Fee is required
June 19, 2014 New Ways to Avoid Late Filing Penalties Fee is required
Apr. 8, 2014 Fee Disclosure Guide: What the New Roadmap Rules Mean For You Fee is required
Mar. 31, 2014 Focused Topic 02 - Nondiscrimination Testing with Related Employers Fee is required
Mar. 24, 2014 Focused Topic 01 - Average Benefit Test: A Closer Look Fee is required
Feb. 25, 2014 403(b) Plans for 401(k) Practitioners Fee is required
Feb. 24, 2014 Compensation: Navigating the Maze Fee is required
Jan. 15, 2014 A New Day for Roth Rollovers Fee is required
Jan. 14, 2014 Don't Be Caught Short: Understanding Short Plan Years Fee is required
Dec. 16, 2013 Rollovers As Business Startups: Too Good To Be True? Fee is required
Dec. 10, 2013 Focused Topic 12 - Forfeitures: Allocation Options Fee is required
Dec. 3, 2013 Focused Topic 11 - Partial Termination and Plan Termination Fee is required
Nov. 26, 2013 Final Exiting Regulations: Birth of the 'Maybe Not' Notice Fee is required
Nov. 19, 2013 Focused Topic 10 - Deduction Limits and Contribution Timing Fee is required
Nov. 12, 2013 Focused Topic 09 - An In-depth Look at HCEs Fee is required
Nov. 5, 2013 Focused Topic 08 - Dealing With Loan Defaults Fee is required
Oct. 26, 2013 The Ins and Outs of Benefits, Rights, and Features Fee is required
Oct. 22, 2013 Focused Topic 07 - Fixing the Broken Plan Document Fee is required
Oct. 10, 2013 Component Plans: Another Way to Design / Test a Cross-Tested Plan Fee is required
Oct. 10, 2013 Electronic Notices: Fee Disclosures and Beyond Fee is required
Oct. 8, 2013 Focused Topic 06 - Correcting Safe Harbor 401(k) Plan Failures Fee is required
Oct. 1, 2013 Focused Topic 05 - Ethics: A Principled Approach Fee is required
Sept. 24, 2013 Focused Topic 04 - Form 5330 for Late Deposit of Deferrals Fee is required
Sept. 17, 2013 Focused Topic 03 - Coverage Testing with Related Employers Fee is required
Aug. 14, 2013 ERISA Recapture Accounts: Understanding How ERISA Applies Fee is required
Aug. 9, 2013 Brokerage Accounts and 404a-5: Making Sense of the Rules Fee is required
July 18, 2013 Impact of Same Gender Marriage Rulings on Retirement Plans Fee is required
July 16, 2013 Advanced Required Minimum Distributions Fee is required
June 25, 2013 Cash Balance Plans for 401(k) Practitioners 2013 Fee is required
May 21, 2013 Automatic Enrollment: ACA, EACA, and QACA Requirements Fee is required
Apr. 23, 2013 Deferral Deposits: Deadlines, Corrections & Forms 5500 / 5330 Fee is required
Apr. 16, 2013 403(b) Plans: New Pre-approved Plan Procedure and Sample Language Fee is required
Apr. 5, 2013 409A Corrections Fee is required
Apr. 4, 2013 IRS Form 5330: Line-by-Line Fee is required
Apr. 3, 2013 Understanding 409A Change Elections Fee is required
Apr. 2, 2013 Plan Amendments: Procedures, Timing, Cutbacks & Other Issues Fee is required
Mar. 28, 2013 VCP Under EPCRS 2013: Step-by-Step Fee is required
Mar. 21, 2013 403(b) Plan Corrections: Correcting Under the New EPCRS Procedure Fee is required
Mar. 19, 2013 Nonqualified Deferred Compensation Workshop: Code §§ 409A and 457(f) Fee is required
Feb. 11, 2013 Employees in the Military: The New HEART Notice Fee is required
July 17, 2012 Participant Disclosures After FAB 2012-2: A Game Changer Fee is required
June 26, 2012 Multiple Employer Plans: Aftermath of DOL Guidance Fee is required
June 18, 2012 Practical Guide to Plan Fee Disclosures: June 2012 Update Fee is required
June 14, 2012 Forms 5500 and 8955-SSA for 403(b) Plans Fee is required
June 12, 2012 Oh Say, Can You C: Making Sense of Schedule C Fee is required
Mar. 28, 2012 Government Plans: The Oddity of the Retirement Plan World Fee is required
June 30, 2009 Defined Benefit Plans for DC Practitioners Fee is required
Feb. 26, 2009 Documented Confusion: Understanding Restatement Procedures Fee is required
Mar. 16, 2004 Top Heavy Rules - A Modern Prospective Fee is required
 
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