Advanced Pension Conference
St. Pete Beach, FL - 1/28/2015 - 1/30/2015
Agenda
View the agenda for the Advanced Pension Conference in St. Pete Beach, click here: 2015 AGENDA.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- Apply the new lost participant rules in a variety of situations
- Understand how the new hybrid plan rules affect cash balance plans
- List approaches to influencing participant behavior
- Determine the taxation of rollovers and distributions involving after-tax amounts
- Apply the key rules involving 457(b) and 457(f) plans
- Understand and work with IRS restrictions on mid-year changes to safe harbor plans
- Explain the potential impact of the change in control of Congress on retirement plans
- List the key deadlines and pitfalls in defined contribution restatements
- Assist plans to perform testing with innovation techniques
- Contrast the benefits of participant and trustee direction
- Address the potential conflicts with the anti-cutback rule in restating plans
- List approaches to dealing with scriveners errors
- Perform nondiscrimination testing involving related employers
- Correctly credit service using the elapsed time method
- Explain current regulatory activity involving IRAs