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TRI Pension Services / In-house seminars

TRI Pension Services (TRIPS) enables you to "design-your-own" seminar by choosing topics and creating an agenda to be presented. Most in-house seminars are conducted by Sal Tripodi. However, for dates where Mr. Tripodi is not available, seminars are scheduled with three other speakers: Ilene Ferenczy, John Griffin, and Charles Lockwood. All three of these speakers have extensive experience in ERISA. Seminars presented by Ms. Ferenczy and by Messrs. Griffin and Lockwood use materials prepared by TRI Pension Services and are conducted in the same presentation style as those presented by Mr. Tripodi. Mr. Tripodi has no more availability for 2009, but we are scheduling other speakers for additional dates this year.

Seminar dates are subject to availability. We are now scheduling seminars for 2010 through 2012.

Fees. The presentation fee is the greater of: (1) $3,950 ($4,250 for 2012) or (2) $80 ($85 for 2012) times the number of participants in the seminar per day. There is no reduction for a partial day session. See the "Videoconferencing" and "webcast" paragraphs below for adjustments that might apply to the base presentation fee. In addition to the presentation fee, the following charges apply.

• Preparation fees for materials. A basic preparation fee of $150 per hour of instruction is charged, with a minimum charge of 2 hours. If special materials must be prepared, an additional charge applies at a rate of $300 per hour. A quote is provided after the agenda is set. Only one copy of the materials is sent. The group is responsible for reproducing the material for each seminar participant. Materials are sent electronically ("pdf" files) to the contact person at the host organization.
• Videotaping or audiotaping. Sessions may be videotaped or audiotaped only with prior consent from TRI Pension Services, and only if the tapes are used solely for internal training purposes for the group that hosted the in-house seminar. The release fee for videotaping is $2,000 per day. The release fee for audiotaping is $750 per day.
• Videoconferencing. Sessions may be setup for videoconferencing at remote locations for attendance by employees of the organization hosting the in-house seminar. The host of the in-house seminar is responsible for arranging all videoconferencing facilities. The base presentation fee for sessions that include videoconferencing is modified to $4,000 (regardless of whether the live location is in the Denver metro area or outside of the Denver metro area) plus a supplemental presentation fee equal to $1,000 per additional location, with a maximum supplemental fee equal to the base presentation fee (which is reached once there are more than 5 additional remote locations), plus a materials and presentation preparation fee of $1,500. The per participant fee is based on the number of participants at all locations.
• Webcasts. We are available to present webcasts. The hosting group is responsible for the logistics of setting up the webcast and the costs associated with the webcast. 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 Power Point presentation for use during the webcast). A webcast can be scheduled for up to 120 minutes. The same cancellation policy as shown above for in-house seminars applies.
• Other costs. The 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), cabfare (if necessary), rental car (if necessary), tips, photocopy charges incurred by TRI Pension Services and/or the speaker.

Seminar schedule. A one-day seminar assumes an 8-hour schedule, which includes a 1-hour break for lunch and at least one 15 minute break per half-day. This allows for 6-1/2 hours of instruction per day seminar schedule. The seminar should run from 8:30 a.m. to 4:30 p.m. or from 9:00 p.m. to 5:00 p.m. If more time is desired, an additional presentation fee of $400 per hour is charged.

Continuing education. The group is responsible for arranging any continuing education credits that it wishes to obtain for the seminar.

Topics. For topics available for in-house seminars, click Topics for In-House Seminars.

Request form. To download a request form, click In-House Seminar Request.

Cancellation policy. If the program is cancelled, the host organization is liable for the following liquidated damages:(1) $1,000 per scheduled seminar day (or part of a day) for cancelling in the 4th calendar month (or earlier) before the month in which the seminar is to begin, plus reimbursement for any nonrefundable airline tickets purchased; (2) $1,500 per scheduled seminar day (or part of a day) for cancelling in the 3rd calendar month before the month in which the seminar is to begin, plus reimbursement for any nonrefundable airline tickets purchased; (3) $2,500 per scheduled seminar day (or part of a day) for cancelling in the 2nd calendar month before the month in which the seminar is to begin, plus reimbursement for any nonrefundable airline tickets purchased; (4) $3,950 per scheduled seminar day (or part of a day) for cancelling in the month before the month in which the seminar is to begin (or at any later time), plus reimbursement for any nonrefundable 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 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).

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