Continuing Professional Education
Cross-tested/Safe Harbor 401(k) Plan Design &
403(b) Plan Design Workshops
For each full-day program, attendees may earn up to:
7.0 hours* CPE credit based on a 50-minute hour
6.0 hours* CE/CLE credit based on a 60-minute hour
*Actual credit hours granted may vary. The Final CE decision rests with the governing body. There are no prerequisites or other advance preparation to begin intermediate level courses.
SunGard’s Relius Education Programs Now Earn Continuing Education Credit for ERPA Designees
SunGard entered in to an agreement with the Office of Professional Responsibility, Internal Revenue Service, 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 regarding the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent.
SunGard maintains CE sponsorship status with the Joint Board for the Enrollment of Actuaries, ASPPA, IRS Enrolled Agents program, IRS Enrolled Retirement Plan Agents (ERPA) program, NASBA, and HRCI for SHRM professionals. Members of these groups may report CE credit directly to the entities. Pre-approval of programs is not required.
SunGard’s 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 and PACE. 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, SunGard submits program approval requests for CLE for credit in the states where the programs are conducted. In other states when possible, SunGard will submit for CLE program approval when sponsor-only filing is required and only upon request by an attendee. SunGard needs at least six weeks’ notice prior to the program; credit is subject to approval by the appropriate jurisdiction. Attendees will 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, program approval fees, fees for reporting CE credit hours, and any other associated fees.
Because of the administrative requirements of state insurance accrediting agencies, SunGard is not able to obtain CE approval for insurance professionals.
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SunGard 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 have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. |
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Each of these programs — Cross-Tested/Safe Harbor 401(k) Plan Design and 403(b) Plan Design — is approved for six (6) recertification credit hours toward PHR or SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. |
For more information about Continuing Education, call 1-800-326-7235, Ext. 4031.