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Advanced 401(k) Topics
Appleton, WI - 11/5/2019 - 11/5/2019

Continuing Education
Continuing Professional Education (CPE)

7.0 hours CPE credit based on a 50-minute credit hour
6.0 hours CE/CLE credit based on a 60-minute credit hour
Actual credit hours granted may vary. Final decision rests with the governing body.

Accessing Seminar Letters of Participation:
For purposes of Continuing Education (CE, CLE, CPE), you MUST retain your seminar registration confirmation email to be able to access/print the letter of participation after the program. Complete details will be provided in your registration confirmation email. Each letter of participation is available on the website 14-21 business days following the end date of the program.

FIS Relius Education Programs Earn Continuing Education Credit for ERPA Designees.
Relius Education has entered in to an agreement with the Office of Professional Responsibility, 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 Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent.

FIS maintains continuing education (CE) sponsorship status with the Joint Board for the Enrollment of Actuaries, the IRS Enrolled Retirement Plan Agents (ERPA) program, IRS Enrolled Agents program, ASPPA and NASBA. Members of these groups may report CE credit directly to the entities. Pre-approval of programs is not required.

FIS pension seminars and conferences are designed to be acceptable to most other professional organizations for continuing professional education credit, including CFP, the ICB (for CRSP and CFTA), state bar associations, CPA boards, InFRE, PACE and HRCI for SHRM professionals. Members governed by these entities may be required to submit the program to them for approval before reporting their CE credit hours. Contact your governing body for details.

Generally, program approval requests for Continuing Legal Education (CLE) are submitted by FIS for credit in the states where the programs are being conducted. In other states when possible, FIS submits for CLE program approval when sponsor-only filing is required and only upon request by an attendee. FIS needs at least six weeks¡¯ notice prior to the program; credit is subject to approval by the appropriate jurisdiction. Attendees bear CE approval fees in those jurisdictions imposing per attendee fees.

For CLE in states where sponsor filing is NOT required, attendees themselves are responsible for submitting the program for approval, and for program approval fees, as well as fees for reporting CE credit hours, and any other associated fees.

Because of the administrative requirements of state insurance accrediting agencies, FIS is not able to obtain CE approval for insurance professionals.

FIS 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 submitted to the National Registry of CPE Sponsors through its website:

For more information about Continuing Education, please send an email to