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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:

  1. Identify retirement plan strategies for dealing with Tax Reform
  2. Determine what E&O covers and what it doesn’t cover
  3. Determine which pre-approved 403(b) plans will work for your clients
  4. Disclose changes to fee disclosures
  5. Determine how to test your plan using restructuring and component plans
  6. Identify changes and opportunities for upcoming PPA restatements
  7. Determine what provisions should be in a TPA contract
  8. Identify the biggest lies regarding retirement plan design
  9. Educate your clients on how social security fits into retirement planning
  10. Utilize properly ERISA recapture and forfeiture accounts
  11. Identify clients that will benefit from a cash balance design
  12. Apply properly early eligibility and rehired employee provisions
  13. Educate your clients regarding investment behavior
  14. Select the eligibility provision that best accomplishes your clients’ goals
  15. Identify techniques that will help in testing a cross-tested plan
  16. Test benefits, rights and features for discrimination
  17. Identify which notices a plan may combine
  18. Determine the difference between government and tax-exempt 457 plans
  19. Identify what compliance survey issues the IRS will use to improve examinations
  20. Implement the new in-plan Roth transfer rules