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

In-House Seminars

TRI Pension Services helps your company design your own seminar by choosing topics and creating an agenda to be presented.

Speakers

In-house seminars are conducted by John Griffin or Brian Furgala. These speakers have extensive experience in ERISA. Mr. Tripodi is not available for in-house seminars after 2016, and is fully booked for 2016. Mr. Tripodi will continue to present the ERISA Update Seminar in Hawaii. Mr. Tripodi's discontinuance of in-house seminars does NOT affect his continued authorship of The ERISA Outline Book, the eRISA Update newsletter, or his consulting services.

Fees

The presentation fee is the greater of: (1) $4,500, or (2) $85 times the number of participants in the seminar per day. There is no reduction for a partial day session. If the program length exceeds 400 minutes of instruction time (see "Seminar Schedule" paragraph below), an additional presentation fee is charged in the amount of $500 per hour or partial hour (regardless of the number of participants).See Video conferencing and Webcasts below for adjustments that might apply to the base presentation fee. Also see the ERPA surchage paragraph below if ERPA credits are desired.

In addition to the presentation fee, the following charges apply:

  • Materials
    $150 per 50-minute credit hour for preparation of instruction and presentation materials (minimum of $300). For example, if the program consists of 6 50-minute credit hours of instruction, then the preparation fee is $900. If special topics are requested which require significant extra preparation time, an additional hourly charge will be quoted. Note that we base this fee on credit hours, regardless of whether ERPA credit is desired (see next paragraph) or other professional CE credits are being applied for by your organization. A quote is provided after your agenda is set. Only one copy of the materials is sent. Your group is responsible for reproducing the material for each seminar participant. Materials are sent electronically (PDF files) to your designated contact person.
  • Travel day
    If the speaker must travel to the location of the seminar, a travel day fee of $1,000 will be added.
  • ERPA credit surcharge
    If ERPA credits are desired for the program, the base fee is the lesser of $800 or $200 per credit hour. If more than 20 persons require ERPA credits, an additional fee of $100 for each additional group of up to 20 persons is charged. For persons seeking ERPA credit, sign-in and sign-out procedures are required. TRI Pension Services will email a certificate of completion to each ERPA who attends the course and fills out the sign-in and sign-out forms, and provides his her ERPA number and, if applicable, PTIN.
  • Video taping or audio taping
    Sessions may be video taped or audio taped only with prior consent from TRI Pension Services, and only if the tapes are used solely for internal training purposes for your group. The release fee for video taping is $3,000 per day (or partial day), and the release fee for audio taping is $1,000 per day (or partial day).
  • Video conferencing
    Sessions may be set up for video conferencing at remote locations for attendance by employees of your organization. Your company is responsible for arranging all video conferencing facilities. In addition to the charges described above, a supplemental presentation fee equal to $1,000 per additional location is added, with a maximum supplemental fee equal to an additional $4,000 (which is reached once there are more than four additional remote locations). The per-participant presentation fee is based on the number of participants at all locations.
  • Webcasts
    We are available to present webcasts. Your organization is responsible for the logistics of setting up the webcast and the associated costs. The presentation fee for webcasts is $4,000, regardless of the number of participants, plus a materials and presentation preparation fee of $1,500 (which includes a PowerPoint presentation for use during the webcast). A webcast can be scheduled for up to 100 minutes. The same cancellation policy as shown for in-house seminars (see below) applies.
  • Other fees
    Your group is responsible for all out-of-pocket expenses related to the seminar. These include airfare, hotel, meals, telephone expenses (other than business calls unrelated to the presentation of the program), cab fare (if necessary), rental car (if necessary), tips, photocopy charges incurred by TRI Pension Services and/or the speaker, etc.

Seminar Schedule

A seminar day is no more than 6 hours and 40 minutes of scheduled sessions (not including breaks and lunch break) (6 hours and 40 minutes translates to 400 minutes, which is 8 continuing credit hours based on 50 minutes per credit hour). If additional time is desired, an additional presentation fee is charged in the amount of $500 per 50-minute credit hour or partial credit hour (regardless of the number of participants). A one-day seminar assumes an 8-hour schedule, which includes any breaks for lunch or refreshments. If an 8 credit hour day is desire (i.e., 400 minutes), an 8-hour schedule would permit a 1-hour lunch break and two 10-minute breaks, one in the morning and one in the afternoon, with 100-minute sessions before and after each break. The seminar typically runs from 8:30 a.m. to 4:30 p.m. or from 9:00 a.m. to 5:00 p.m. If more time is desired, an additional presentation fee of $500 per credit hour (or partial credit hour) is charged, as discussed in the "Fees" section above. Click here to see available seminar topics.

Continuing education

Your group is responsible for arranging any continuing education credits that you wish to obtain for the seminar.

Cancellation policy

If the program is cancelled, your organization is liable for the following liquidated damages:

  • $1,000 per scheduled seminar day (or part of a day) for canceling in the 4th calendar month (or earlier) before the month in which the seminar is to begin, plus reimbursement for any non-refundable airline tickets purchased.
  • $1,500 per scheduled seminar day (or part of a day) for canceling in the 3rd calendar month before the month in which the seminar is to begin, plus reimbursement for any non-refundable airline tickets purchased.
  • $2,500 per scheduled seminar day (or part of a day) for canceling in the 2nd calendar month before the month in which the seminar is to begin, plus reimbursement for any non-refundable airline tickets purchased.
  • $4,250 per scheduled seminar day (or part of a day) for canceling in the month before the month in which the seminar is to begin (or at any later time), plus reimbursement for any non-refundable airline tickets purchased.

No deposit is required prior to the day of the seminar. The presentation fee is payable regardless of delays in the speaker's arriving at the seminar location due to inclement weather or airline difficulties. However, we will make all reasonable attempts to provide as much of the seminar as possible during the scheduled days (e.g., holding special late afternoon or evening sessions, if necessary).

Seminar Quick Links


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