FIS Relius

ERPA Test Review for Part II - A 3-part program

For the 2014 ERPA-SEE program year, all references on the examination are to the Internal Revenue Code, as amended through December 31, 2013.

ERPA-SEE Summer 2014 exam window: July 8 - August 29, 2014

This on-demand course is up-to-date on the exam content to be covered on the Summer 2014 ERPA exam. The course was recorded during live presentations on January 9, 10, 11, 2013, and consists of three sessions of 2 hours each. Please note: There is a small glitch near the end of the Day 2 recording. At about 1:57:14 minutes into the program, the video slides freeze on the "Deemed Distributions vs Loan Offset" slide and do not advance to display the remaining slides. So the last two example test question slides are not visible in the recording. You will want to have your hard copy of the presentation slides handy to follow along with the audio for those last few slides. We aplogize for this inconvenience.

IMPORTANT: After you register, you must read your email confirmation completely for detailed information about how to access your free program study aids.
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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.

With SunGard’s Relius Education ERPA Test Review Web Seminars, you get more than just “review” courses. You get a thorough discussion of case study questions and answers not found elsewhere in the study materials, formatted similar to the way questions are presented on the exams - "true/false," "all of the above" or "all of the above except...." The speaker also shares insights that help you learn to analyze questions and determine just what part is applicable to the correct answer. Having taken and passed both exams, he is also able to share, from his experience, what to expect before, during, and after the exam. You get a world-class presenter, 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 another course: A 3-day Fundamentals of 401(k) and Other Qualified Plans Seminar in early summer, which provide a broad understanding of the qualified plan rules. This courses provides 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

Hardware System Requirements:

• Windows Vista, Windows 7, or Windows 8 
• Internet Explorer 8 or later, and set Internet browser to allow pop-up windows.
• High-speed Internet connection.
• 1023 x 768 or higher display resolution.
• Soundcard and Speakers.

Software Requirements:

• Silverlight Version 4 is required. Silverlight Version 5 or higher is preferred.
• Silverlight 4 System Requirements Information: http://www.microsoft.com/getsilverlight/locale/en-us/html/installation-win-SL4.html
• Silverlight Downloading:
  • If you do not have Silverlight on your desktop, you should see an automatic pop-up window that will allow you to install it.
  • If you don't see the pop-up window, or if you wish to install this application before you access the recording, you may download it from this location: http://www.microsoft.com/getsilverlight/get-started/install/default.aspx     
• If you have questions or need assistance with accessing/downloading Silverlight, please contact your IT or MIS department. Recorded Event Time Limitation:

Recorded Event Time Limitation:
Your automated email confirmation will tell you that this recorded event will be available for 20 days from your date of registration. Please note: Educational Services will extend the password expiration for all registrants so that you may continue to review the recorded courses through August 29 when the Summer 2014 exam window closes.

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