Qualified Pension Consulting Inc. Ethics Seminar

Live Web Seminar

Ethics for Retirement Plan Professionals

This seminar is designed to provide 1 hour of ethics for retirement plan professionals. In this fast-paced and humorous seminar, we will discuss the ethical requirements of Circular 230 as it applies to retirement plan professionals and practice before the IRS, including client’s omissions, responding to IRS’ requests for records, diligence as to accuracy, the applicable standards with respect to documents and amendments, and what the sanctions are for violating Circular 230. This seminar is designed to provide 1 hour of ethics for retirement plan professionals, including ERPAs. This seminar is 60 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit. To earn 1 ERPA CE credit, you must attend one of the live sessions.

Email any questions which you would like to have addressed during this web seminar to seminars@qualifiedpensionconsulting.com.

General Outline of This Program:

Overview of Circular 230

Definition of Ethics

Ethical requirements when responding to IRS requests for records

Ethical requirements when supplying information to the IRS which is furnished by clients

Interfering with IRS requests for information

Errors and Omissions

Relying on the work product for another person

Hiring a disbarred or suspended colleague

Acting fairly and with integrity

Ethical issues with back-dating plan documents and amendments

Circular 230 requirements when it comes to contingency fees

Sanctions for violating Circular 230

Registration Information

*Your name:

Your Firm's Name:

*Your Email:

Your Phone Number:

Your Address:

*The session you would like to attend:
attend the recorded session

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Payment Information
Payment can be made by check or by credit card.
Payment information can be obtained when we contact you for confirmation of your registration, or you
can pay by credit card after registering.

Cancellation Information
Registration can be cancelled for a full refund if cancellation is received by 5 days before the webinar.
Refunds will not be made if cancellation is made within 5 days of the date of the webinar.

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Email: sales@qualifiedpensionconsulting.com