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2008 is proving to be a challenge. Pre-approved defined contribution plans have at long last received their EGTRRA opinion letters, signifying the opening bell in the next round of prototype restatements. The Department of Labor (DOL) and the Internal Revenue Service (IRS) are bringing to a conclusion important guidance projects concerning Qualified Default Investments, 401(k) plan fee disclosure by service providers, and the automatic enrollment provisions of PPA ’06. Additional regulations, requiring participant level disclosure of fees and expenses, are due out at any moment. All the while, government regulators continue to push forward with new audit and enforcement initiatives.
As the summer comes to an end, there is no better way to kick off the fall season than by attending the SunGard Advanced Pension Conference in downtown Chicago. We have gathered the nation’s foremost experts to share their knowledge and experience. This year, we have added even more breakout sessions and made them longer. This allows you to focus on the topics that are of greatest interest to your work. Topics for this year’s conference include:
The program opens with “Keeping Current – New Developments and Court Cases”, led by Ilene Ferenczy and Derrin Watson, both recipients of ASPPA’s prestigious Educator of the Year Award. Derrin returns as host of “Pension Jeopardy”, where you watch and learn as our speakers struggle to come up with the correct question. We conclude on Friday with our highest rated, most popular session, “Ask the Experts”. Get your tough questions answered by our nationally acclaimed panel of speakers in a two-hour open forum.
You will also enjoy our venue, the downtown Chicago Marriott, newly renovated this year and conveniently located on Michigan Avenue, in the heart of the “Miracle Mile,” with great shopping, fine restaurants, and entertaining nightlife. Sign up now to take advantage of the early registration discount.
Craig P. Hoffman
Vice President and General Counsel
P.S. Past conferences have sold out, so be sure to sign up right away! The Early Registration Deadline is August 8, 2008. A multiple attendee discount is also available… so bring your co-workers!