Just for ERPAs Workshop

Just for ERPAs Workshop

Tuesday, February 14, 2012
Loews Royal Pacific Resort at Universal Orlando® Resort
Orlando, Florida  

If  you've received your ERPA designation, congratulations! You've shown that you have an exceptional understanding of retirement plans, and have earned the right to have expanded capabilities to serve your clients.

That's why our one-day Just for ERPAs Workshop is all about. We'll focus on the things you need to know so you can effectively assist your clients in correcting plan defects, addressing audits, and handling determination letters, all while dealing with the legal and ethical requirements of your new status. Our instructors aren't IRS officials, telling you what they want in an audit, but rather experienced ERISA attorneys who know the ropes and are experts in making the processes easy to understand and apply. Get your full year's ethics credits in one program, as well as practical advice and guidance. This program is conveniently paired with our popular Orlando Advanced Pension Conference, with a substantial discount for those who attend both programs.

Topics include:

  • Determination letter mechanics
  • Duties of document sponsors
  • When to file under VCP
  • Form 5500 filing, including Forms 8955-SSA and 5558
  • Preparing for an IRS audit
  • Full year's ERPA ethics credits in one program
  • PTIN requirements
  • and more

The Just for ERPAs Workshop is held in conjunction with the Orlando Advanced Pension Conference (APC), February 15-17, 2012. Register for both the Orlando APC and the ERPA Workshop, and pay only $250 for the Workshop, a $160 savings. To take advantage of this offer, you must use the APC registration form. View the Orlando APC program details and register online.

Learning Objectives - after attending the ERPA Workshop, the attendee should be able to:

  1. Prepare for an IRS audit
  2. Negotiate a sanction with the IRS
  3. Determine whether to file for a determination letter
  4. Identify the appropriate correction for a plan error
  5. Advise clients as to which 5500 answers may cause IRS audits
  6. Prepare a VCP application

 

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