ERPA Test Review Seminar - Part 2

These programs will not be offered again in 2009. The text and brochure below are from the program that ran in January 2009 and is for information only. If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail relius.education@sungard.com.

The ERPA Web seminars, Part I and II, will be available in July 2009. More information about ERPA Web Seminars.

 

Part 2 - Plan Documents, Reporting, and Distribution Issues.

The new IRS Enrolled Retirement Plan Agent (ERPA) status looks like a great idea, and for many it is. 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 new 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.
  • Choose delivery – classroom or via the Web, both interactive with instructors.
  • Access to the ERISA Research Guide, free of charge, to aid your personal study.
  • Access to computer based training – study at your own pace, in your own place.
  • Sample test with answers for self study after the course.
  • Access to the archived ERPA Web seminar, should you need to retake the exam (certain conditions apply).

With SunGard’s Relius Education ERPA Test Review Seminar, 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!

Register at the same time for both Part 1 and Part 2 programs in the same city, and you get a multiprogram discount.

Do you have questions about the new ERPA designation and the exams? Frequently Asked Questions and Answers.

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 course, an attendee is expected to have an understanding of the fundamental rules and concepts of retirement plans.

Is January too soon for you? We will be offering this program again in June 2009. Online registration is expected to be open by early April 2009. Plan now to attend.

Also in 2009, SunGard is offering two other courses: Fundamentals of 401(k) and Other Qualified Plans and 401(k) Plans: Beyond the Basics, 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.