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Training Calendar

Education is the cornerstone on which BISYS was founded. For 30 years we have trained qualified retirement plan and IRA professionals with the most comprehensive educational programs in the retirement services industry. BISYS now trains about 12,000 industry professionals each year through instructor-led training, web-enhanced telephone seminars, Internet/PC-based training, and on-site programs.

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Course Description Method Date Category Location

403(b) Plans	Telephone/Web Seminar	8/28/08	ERP Basic
72(t) Payments	Telephone/Web Seminar	9/25/08	IRA Advanced
72(t) Payments	Telephone/Web Seminar	12/11/08	IRA Advanced
Advanced HSA	Telephone/Web Seminar	7/10/08	HSA Advanced
Advanced HSA	Telephone/Web Seminar	10/16/08	HSA Advanced
Amending & Restating QP for EGTRRA	Telephone/Web Seminar	8/28/08	ERP Update
Beyond the Essentials	Seminar	9/24/08	IRA Advanced	Madison, WI
Beyond the Essentials	Seminar	9/24/08	IRA Advanced	Minneapolis, MN
Beyond the Essentials	Seminar	9/26/08	IRA Advanced	Eau Claire, WI
Beyond the Essentials	Seminar	10/8/08	IRA Advanced	Milwaukee, WI
Beyond the Essentials	Seminar	10/8/08	IRA Advanced	Philadelphia, PA
Beyond the Essentials	Seminar	10/10/08	IRA Advanced	Boston, MA
Beyond the Essentials	Seminar	10/10/08	IRA Advanced	LaCrosse, WI
Beyond the Essentials	Seminar	10/16/08	IRA Advanced	Phoenix, AZ
Beyond the Essentials	Seminar	10/22/08	IRA Advanced	Washington, DC
Beyond the Essentials	Seminar	10/22/08	IRA Advanced	Wichita, KS
Beyond the Essentials	Seminar	10/24/08	IRA Advanced	Baltimore, MD
Beyond the Essentials	Seminar	10/24/08	IRA Advanced	Overland Park, KS
Beyond the Essentials	Seminar	10/29/08	IRA Advanced	Ontario, CA
Beyond the Essentials	Seminar	11/5/08	IRA Advanced	Atlanta, GA
Beyond the Essentials	Seminar	11/5/08	IRA Advanced	New Orleans, LA
Beyond the Essentials	Seminar	11/7/08	IRA Advanced	Memphis, TN
Beyond the Essentials	Seminar	11/7/08	IRA Advanced	Orlando, FL
Beyond the Essentials	Seminar	11/13/08	IRA Advanced	Baxter, MN
Beyond the Essentials	Seminar	11/13/08	IRA Advanced	Oakland, CA
Beyond the Essentials	Seminar	11/19/08	IRA Advanced	Tulsa, OK
Beyond the Essentials	Seminar	11/21/08	IRA Advanced	Oklahoma City, OK
Beyond the Essentials	Seminar	12/3/08	IRA Advanced	Dallas, TX
Beyond the Essentials	Seminar	12/3/08	IRA Advanced	Pasadena, CA
Beyond the Essentials	Seminar	12/5/08	IRA Advanced	Houston, TX
Beyond the Essentials	Seminar	12/5/08	IRA Advanced	San Diego, CA
BISYS' IRA Institute	5 Day Institute	9/29/08	IRA Advanced	Brainerd, MN
BISYS' IRA Institute Online	Online	9/8/08	IRA Advanced
Compare Roth/Traditional IRAs	Telephone/Web Seminar	8/7/08	IRA Advanced
Conduct Your Own Compliance Audit	Telephone/Web Seminar	6/19/08	IRA Update
Conversion & Recharacterizations	Telephone/Web Seminar	9/18/08	IRA Advanced
Coverdell ESA	Telephone/Web Seminar	8/7/08	ESP Advanced
Direct Rollover/Portablility	Telephone/Web Seminar	9/9/08	ERP Advanced
Direct Rollover/Portablility	Telephone/Web Seminar	12/9/08	ERP Advanced
Establishing & Amending IRAs	Telephone/Web Seminar	11/13/08	IRA Advanced
Fall Forum	Fall Forum Conference	9/8/08	IRA Advanced	Chicago, IL
Fall Forum	Fall Forum Conference	9/22/08	IRA Advanced	San Antonio, TX
Fall Forum	Fall Forum Conference	10/13/08	IRA Advanced	Baltimore, MD
Fall Forum	Fall Forum Conference	11/10/08	IRA Advanced	San Diego, CA
Handling Legal Issues	Telephone/Web Seminar	9/11/08	IRA Advanced
HSA Basics	Telephone/Web Seminar	7/17/08	HSA Basic
HSA Basics	Telephone/Web Seminar	10/30/08	HSA Basic
HSA Market Entry	Telephone/Web Seminar	7/31/08	HSA Advanced
Individual(k) Plans	Telephone/Web Seminar	10/9/08	ERP Advanced
Intro to 401(k) Plans	Telephone/Web Seminar	5/22/08	ERP Advanced
Intro to 401(k) Plans	Telephone/Web Seminar	10/30/08	ERP Advanced
Intro to QRP Dtbns	Telephone/Web Seminar	7/24/08	ERP Advanced
Intro to Qualified Retmt Plans	Telephone/Web Seminar	5/20/08	ERP Advanced
Intro to Qualified Retmt Plans	Telephone/Web Seminar	9/4/08	ERP Advanced
Introduction to 401(k) Plans	Telephone/Web Seminar	5/22/08	ERP Advanced
IRA Basics	Telephone/Web Seminar	7/10/08	IRA Basic
IRA Basics	Telephone/Web Seminar	10/2/08	IRA Basic
IRA Beneficiary Dtbns	Telephone/Web Seminar	6/12/08	IRA Update
IRA Beneficiary Dtbns	Telephone/Web Seminar	8/14/08	IRA Update
IRA Beneficiary Dtbns	Telephone/Web Seminar	11/13/08	IRA Update
IRA Contributions	Telephone/Web Seminar	9/30/08	IRA Advanced
IRA Essentials	Seminar	9/23/08	IRA Basic	Madison, WI
IRA Essentials	Seminar	9/23/08	IRA Basic	Minneapolis, MN
IRA Essentials	Seminar	9/25/08	IRA Basic	Eau Claire, WI
IRA Essentials	Seminar	10/7/08	IRA Basic	Milwaukee, WI
IRA Essentials	Seminar	10/7/08	IRA Basic	Philadelphia, PA
IRA Essentials	Seminar	10/9/08	IRA Basic	Boston, MA
IRA Essentials	Seminar	10/9/08	IRA Basic	LaCrosse, WI
IRA Essentials	Seminar	10/15/08	IRA Basic	Phoenix, AZ