Benefits & ERISA Law

Free ERPA CE by the IRS on March 24, 2011

By Suzanne Wynn

The IRS is hosting a free webinar on March 24, 2011 at 2pm ET on the proper completion and processing of Form 5330, along with ways to avoid common mistakes and how to make the processing by the IRS go smoother. The four speakers are Betty McClernan, Area Manager, EP Examinations Programs and Review; David Boyd, Manager, EP Mandatory Review; Carla Smith, Manager EP Compliance Unit; and Sherry Whitaker, Manager Submission Processing Programs. The webinar is worth 1 CE hour for ERPAs and other retirement plan professionals. To attend, you must pre-register through the IRS? website before March 24th.

The DOL is also hosting two free webinars this week. It is not clear at this time whether the IRS has approved ERPA CE credit for attending these webinars.

On March 23, 2011 and March 24, 2011, at 1pm ET, the DOL is hosting a webinar on Getting It Right ? Know Your Fiduciary Responsibilities Webcast Series ? Part I and Part II. It is possible to attend one session without attending the other session. The March 23rd session contains information about the basic fiduciary responsibilities and on prohibited transactions and exemptions under ERISA. The March 24th session is about the reporting and disclosure provisions of ERISA and the DOL?s voluntary correction program.

Full post as published by Pension Protection Act Blog on March 21, 2011 (boomark / email).