FIS Relius

After the three sessions, each participant is provided a Letter of Participation/Verification of Attendance form. Only registered, paid participants receive confirmation of attendance.

Continuing Professional Education (CPE)

Continuing Professional Education (CPE) Credit:
6.0 CE/CLE Credits based on 60-Minute Credit Hour*
7.0 CPE Credits based on 50-Minute Credit Hour*

Actual credit hours granted may vary. Final decision rests with the governing body.
*Based on attendance for all three sessions.

SunGard real-time Web Seminars are designed to meet the requirements of most professional organizations for continuing professional education (CPE) credit, such as the American Society of Pension Professionals and Actuaries (ASPPA), the National Institute of Pension Administrators (NIPA), NASBA, CFP, some state bar associations, some CPA boards, the International Foundation for Retirement Education (InFRE), HRCI (for SHRM Professionals), CRSP through the ICB (Institute of Certified Bankers), and PACE. Final decision rests with the governing body.

SunGard does not submit Web seminars to any entities for pre-approval. However, some governing bodies allow their members to submit programs on their own for pre-approval when they submit the proper documentation and fees. Final decision rests with the governing body.

Attention ERPAs and ERPA exam candidates!
*PTIN REQUIREMENTS FOR ERPAs
Do all Enrolled Retirement Plan Agents (ERPAs) have to have a preparer tax identification number (PTIN)? Some practitioners are questioning this and the answer is generally no. As long as an ERPA does not prepare tax returns for compensation, a PTIN is NOT needed. For more information, see Notice 2011-47 and IRS article, "Enrolled Retirement Plan Agent Program (ERPA) - Do ERPAs need a PTIN?"

Collecting of ERPA PTIN by CE Providers
Recently the IRS mandated that IRS-approved Continuing Education Providers collect PTINs of ERPA designees attending their programs and report that information to the IRS. Collecting the PTIN applies ONLY if the ERPA is required to have a PTIN. For an ERPA without a PTIN, when the PTIN is requested, the ERPA simply replies that he/she is not required to have a PTIN. There is no need to substitute the ERPA enrollment number for the PTIN. CE providers continue to give credit for the program and issue a letter of participation without collecting a PTIN. The IRS only requires reporting of CE credit for ERPAs when they have a PTIN.

Reporting of CE Credits by ERPAs
The process for ERPAs who are not PTIN holders to report CE credit has not changed. The ERPA continues to self-certify that he/she has met the ERPA CE requirements.

So, there are no major changes for ERPAs this year. If an ERPA is not required to have a PTIN, CE reporting by providers is not required. ERPAs continue to follow the same renewal process as before, by self-certifying that the CE requirements for the enrollment period were met.

SunGard is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.
Please note: This Web seminar does not qualify for accountancy credit with the state of California.