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Pension Seminars

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Conferences Advanced Pension Conference FIS Connect Pensions on Peachtree Retirement Services Summit SunGard Retirement Services Summit SunGard's Relius Summit 2013 SunGard's Relius Summit 2014 Seminars October 2017 1099-R: An Ongoing Challenge 1099-R: An Ongoing Challenge 1099-R: An Ongoing Challenge 401(k) Plan Workshop (1-day program) 401(k) Plans: Beyond the Basics Returning in June 2020 401(k) Plans: What Every Practitioner Should Know 403(b) Plan Design Workshop 403(b) Plan Specialty Workshop (1-day) 403(b) Plans for 401(k) Administrators Workshop Oct 2017 403(b) Prototype Document Workshop Oct 2017 457 Plan Specialty Workshop (Half-day) Advanced 401(k) Topics Oct/Nov 2019 - Open! Advanced Cross-Tested Plans: Adding More Tools Advanced Cross-Testing and Plan Design Oct/Nov 2019 - Open! Advanced Plan Design Workshop - A 1-day program Sept 2018 Automatic Enrollment & Default Investments Cafeteria and HSA Update Workshop Cash Balance Plans Workshop Code Section 409A Workshop Creative Plan Corrections Cross-Tested Plans Specialty Workshop (1-day) Cross-Tested Plans Specialty Workshop (Half-day) Cross-Tested/Safe Harbor 401(k) Plan Design Cycle-Three Document Workshop – PPD and Corbel - Recorded Webinar - Register Now Defined Benefit Prototype Plan Workshop (1 day) EFAST2: The Future of Form 5500 EGTRRA Pre-Approved Plan Workshops ERISA Workshop (1 day) April/May 2019 ERPA Test Review Seminar - Part 1 ERPA Test Review Seminar - Part 2 Estate Planning Considerations for Qualified Plans and IRAs Form 5500 Workshop (1-day program) April/May 2019 Fundamentals of 401(k) and Other Qualified Plans June 2019 Fundamentals of 401(k) Plans (2-day program) Just for ERPAs Workshop Nonqualified Deferred Comp Workshop with 457 Update Participant Forms & Notices Plan Corrections Plan Corrections: Fixing the Broken Plan Sept 2018 Plan Design Workshop Plan Fees: Navigating the Maze Plan Forms, Notices and Amendments PPA Pre-approved Plan Workshop Practical Guide to Plan Fee Disclosures Pre-approved Defined Benefit Plan Workshop Nov 2018 Prototype Plan Workshop (1 day) Restatement and Design Workshop Retirement Plans in a Troubled Economy Retirement Plans: What Every Employer Must Know Safe Harbor 401(k) Safe Harbor 401(k) Specialty Workshop (Half-day) Tax Forms Workshop: 5500 and More Top 10 Plan Designs for the Small Employer There is no prerequisite nor advanced preparation required for any FIS Relius seminars or conferences. Seminar dates and locations are added continually. Subscribe to our e-mail update service for seminars, and we'll notify you when dates/locations are added or changed.

Conferences

Seminars

There is no prerequisite nor advanced preparation required for any FIS Relius seminars or conferences.

Seminar dates and locations are added continually. Subscribe to our e-mail update service for seminars, and we'll notify you when dates/locations are added or changed.

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