FIS Relius

This program consists of three sessions of 2 hours each, presented on 3 consecutive days. For the 2013 ERPA-SEE program year, all references on the examination are to the Internal Revenue Code, as amended through December 31, 2011.

IMPORTANT: After you register, you must read your email confirmation completely for detailed information about how to access: 1) your free program study aids, 2) your Letter of Participation for purposes of Continuing Education, and 3) the Q&A from the live presentation.

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Part II ERPA Exam Coverage - Plan Document, Reporting, and Distribution Issues

The new IRS Enrolled Retirement Plan Agent (ERPA) status looks like a great idea, especially in light of the new PTIN rules ultimately requiring unenrolled preparers to pass an IRS general tax exam. But the breadth of issues covered on the ERPA exam is mind boggling. Defined contribution practitioners in particular can find the many defined benefit topics on the exam to be real stumbling blocks.

SunGard’s Relius Education has the solution you need. As one of the leading providers of continuing education for retirement plan professionals, we have developed a series of seminars to reinforce your understanding of exam subjects, prepare you for the defined benefit questions, and help you perform at your best.

What you get:

• Separate study courses for each exam - focus on what you need.
• Convenient delivery via the Web and interactive with instructors.
• To aid your personal study, you get free online access to the ERISA Research Guide, which is normally available only to those who own The Pension Library product.
• Sample test with over 150 questions and answers for each part, for self-study.
• Q&A compiled from questions received before, during, and after the Web presentation.
• Free access to review the recorded version of the program as many times as you like within the current ERPA study period.
• Opportunity to submit your questions and get answers from the speaker, S. Derrin Watson, J.D., APM, who has taken - and passed - both of the ERPA exams. Email questions to relius.education@sungard.com, and in the subject, include "My ERPA Part II Questions."

With SunGard’s Relius Education ERPA Test Review Web Seminars, you get more than just “review” courses. You get world class presenters, solid materials, and free study guides. What are you waiting for? Register online now!

AGENDA
View/Print ERPA Parts 1 and 2 Agendas for 2013.

Who Should Attend
For the retirement plan practitioner interested in preparing for the ERPA examinations, the training courses will methodically cover all of the exam topics. Each of the ERPA training courses, the study materials, and the sample tests will provide a practitioner the opportunity to be thoroughly prepared for the examinations. Since the training courses are a review, an attendee is expected to have an understanding of the fundamental rules and concepts of retirement plans.

Also, each year, SunGard offers two other courses: A 3-day Fundamentals of 401(k) and Other Qualified Plans Seminar in early summer, and a two-day seminar, 401(k) Plans: Beyond the Basics in the fall, which provide a broad understanding of the qualified plan rules. Each of these courses will provide practitioners a solid foundation of the retirement plan rules and will help in preparing a practitioner for the ERPA examinations.

Prerequisites
There are no prerequisites and no advance preparation required for this program. However, since the training courses are a review, an attendee is expected to have an understanding of the fundamental rules and concepts of retirement plans.

Level - Advanced

Instructional Delivery Method
Group – Internet-Based

Speaker – S. Derrin Watson, J.D., APM.
Recipient of ASPPA's 2006 Educator of the Year Award

How To Participate
You will need a phone (speakerphone for multiple participants) and Internet access. The graphics presentation and illustrations will be viewed via a web connection, while the speaker audio portion will be via your telephone.

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.