FIS Relius

Continuing Professional Education (CPE)

Please Note: Due to the inability to track attendance at this recorded event, a Letter of Participation is not provided.

SunGard's Relius Education recorded Web Seminars may be accepted by many professional organizations for continuing professional education (CPE) credit, including the American Society of Pension Professionals and Actuaries (ASPPA), the National Institute of Pension Administrators (NIPA), NASBA, CFP, state bar associations, CPA boards, the International Foundation for Retirement Education (InFRE), HRCI (for SHRM Professionals), and Pace. These programs may also be accepted by the Joint Board for the Enrollment of Actuaries (generally non-core credit only). This recorded program may or may not be accepted for CE credit by your entity. Final decision rests with the governing body.

Any questions concerning availability of Continuing Education (CE) credit for this recorded program should be directed to the CE Office of the professional organization.

If you have questions related to this program or your registration, please send an email to our Educational Services team - relius.education@sungard.com – and we'll respond promptly.

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 Return Preparers Office. Collecting and reporting of the PTIN and credit earned 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. If you are an ERPA who is not required to have a PTIN, please do NOT substitute the ERPA enrollment number for the PTIN. CE providers continue to give credit for the program and issue a letter of participation to ERPAs who are not required by the IRS to also have a PTIN. The IRS only requires sponsors to report CE credit for the ERPAs that are required to also have a PTIN.

Reporting of CE Credits by ERPAs
The process for ERPAs 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.--><!--

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

Actual credit hours granted may vary. Final decision rests with the governing body.

SunGard's Relius Education Programs Earn Continuing Education Credit for ERPA and IRS Enrolled Agent Designees.**
SunGard's Relius Education has entered in to an agreement with the Return Preparer Office, Internal Revenue Service (IRS), to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Return Preparer Office as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent or the IRS Enrolled Agent.

IMPORTANT INFORMATION for ERPAs, IRS Enrolled Agents, and Registered Tax Return Preparer About IRS Changes to CE Reporting Procedures

SunGard maintains continuing education (CE) sponsorship status with the Joint Board for the Enrollment of Actuaries, ASPPA and NASBA. Members of these groups may report CE credit directly to the entities. Pre-approval of programs is not required.
Please note: This Web seminar content does not meet IRS requirements for Registered Tax Return Preparers (RTRPs) to earn CE credit.

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. These programs may also be accepted by the Joint Board for the Enrollment of Actuaries (generally non-core credit only). Final decision rests with the governing body.

SunGard only submits Web seminars to the IRS Return Preparer Office for pre-approval, and the programs are only approved for ERPA and IRS Enrolled Agent CE credit. SunGard does not submit Web seminars to any other 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.

For more information about Continuing Education, please call 800-326-7235, ext. 4032.

Please note: This Web seminar does not qualify for accountancy credit with the state of California.

--><!-- Attention ERPAs!
**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 to ERPAs who are not required by the IRS to also have a PTIN. The IRS only requires sponsors to report CE credit for the ERPAs that are required to also have a PTIN.

Reporting of CE Credits by ERPAs
The process for ERPAs 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.-->