Advanced Pension Conference
Chicago, IL - 8/28/2013 - 8/30/2013
Agenda
View the detailed agenda for the 2013 conference in Chicago.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- Identify retirement plan strategies for dealing with Tax Reform
- Determine what E&O covers and what it doesn’t cover
- Determine which pre-approved 403(b) plans will work for your clients
- Disclose changes to fee disclosures
- Determine how to test your plan using restructuring and component plans
- Identify changes and opportunities for upcoming PPA restatements
- Determine what provisions should be in a TPA contract
- Identify the biggest lies regarding retirement plan design
- Educate your clients on how social security fits into retirement planning
- Utilize properly ERISA recapture and forfeiture accounts
- Identify clients that will benefit from a cash balance design
- Apply properly early eligibility and rehired employee provisions
- Educate your clients regarding investment behavior
- Select the eligibility provision that best accomplishes your clients’ goals
- Identify techniques that will help in testing a cross-tested plan
- Test benefits, rights and features for discrimination
- Identify which notices a plan may combine
- Determine the difference between government and tax-exempt 457 plans
- Identify what compliance survey issues the IRS will use to improve examinations
- Implement the new in-plan Roth transfer rules