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Advanced Pension Conference
Chicago, IL - 8/28/2013 - 8/30/2013

Highlights
Dear Pension Professional:

Retirement plans pose a tempting target for Congressional budget negotiators. The dangerous possibilities of tax reform come at a time the retirement plan community is still adjusting to such recent changes as a revised EPCRS, proposed modifications to participant benefit statements, fee disclosure, the 403(b) pre-approved plan program, and in-plan Roth transfers.

Come to the SunGard’s Advanced Pension Conference (APC) in Chicago to stay abreast of what is happening and to advance your skills as a retirement professional while earning up to 19 hours of CE credits. This year’s conference features 75% more breakout sessions than in previous years, so you have more choices and more opportunities to enjoy a learning experience tailored just for you. Our panel of experts includes: Ilene Ferenczy, Stephen Forbes, Robert Kaplan, Robert Richter, Larry Starr, and Derrin Watson.

The APC in Chicago focuses on the most pressing pension issues, including the following:

  • Keeping current, a summary of changes over the past year
  • Tax reform
  • E&O coverage and bonding
  • Restructuring and component plans
  • Pension myths
  • PPA restatements
  • Fee disclosures – second round
  • Cross-tested plan techniques
  • TPA contracts
  • Early eligibility provisions
  • 457 plans
  • Benefits, rights and features
  • Changes to forms and notices
  • Cash balance plans
  • 403(b) pre-approved plans
  • Social security
  • ERISA recapture accounts
  • Roth transfers
  • Investment behavior
  • EPCRS corrections
  • Our ever-popular Pension Jeopardy and Ask the Experts sessions

Back this year is the Just for ERPAs Workshop, a one-day program conveniently scheduled on Tuesday, August 27, the day before the APC. This workshop covers prohibited transactions, details on 5330, what we are seeing in DOL and IRS audits, doctor plans, ethics, and more. Earn up to 8 hours of ERPA credit, including 2 Ethics hours. Register for both the Chicago APC and the ERPA Workshop, and pay only $250 for the Workshop, a $160 saving. To take advantage of this offer, you must use the APC registration form. View the Workshop's agenda and details here.

Once again, the conference will be at the 4-star Westin Michigan Avenue Hotel on the Magnificent Mile. The hotel is across the street from the Hancock Tower, only a block away from the shops of Water Tower Place, and two blocks away from Lake Michigan. Here are a few suggestions on things to do while you’re in Chicago.

We look forward to seeing you at the conference in August.

Derrin Watson
Program Moderator
SunGard's Relius