SAL TRIPODI - TRI Pension Services
Your Employee Retirement Income Security Act Resource

 

 

 

Seminars and Webcasts

TRI Pension Services provides several seminars and workshops to enhance your company's knowledge about ERISA and other pension-related topics:

  • In-house seminars and individualized webcasts
    We can help your firm or organization design a seminar for an on-site presentation or for the general public. LEARN MORE >>
  • Hawaii Seminar
    This annual seminar is an ERISA update, with a focus on "hot" pension topics and current developments. The program qualifies for 15 credit-hours of continuing education for Employee Plans Retirement Agents (ERPAs), ASPPA members and NIPA members. LEARN MORE >>
  • Power of 3 Workshop
    Sal Tripodi partnered with Sarah Simoneaux and Chris Stroud of SCS Consulting Services to bring you a uniquely interactive annual workshop, focused on innovative ways to succeed in today's rapidly changing retirement services workplace. Starting in 2017, Brian Furgala and Adam Pozek have replaced Sal and Chris. The Power of 3 Workshop continues to draw management level and senior administrators from many consulting firms around the country. LEARN MORE >>
  • ERPA CE Provider
    TRI Pension Services is an IRS-approved continuing education provider for ERPAs. For sessions that qualify for ERPA CE credits, we will provide an IRS program number.
    Our IRS provider number is UE6UJ. We have entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, sections 10.6 and 10.9 (Circular 230), 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 Return Preparer Office as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent . For ERPAs attending an approved session, we will provide a certificate of completion. An ERPA must provide his/her ERPA enrollment number and, if applicable, PTIN, in order to receive a certificate of completion.

Seminar Quick Links


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