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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:

  1. Apply the new lost participant rules in a variety of situations
  2. Understand how the new hybrid plan rules affect cash balance plans
  3. List approaches to influencing participant behavior
  4. Determine the taxation of rollovers and distributions involving after-tax amounts
  5. Apply the key rules involving 457(b) and 457(f) plans
  6. Understand and work with IRS restrictions on mid-year changes to safe harbor plans
  7. Explain the potential impact of the change in control of Congress on retirement plans
  8. List the key deadlines and pitfalls in defined contribution restatements
  9. Assist plans to perform testing with innovation techniques
  10. Contrast the benefits of participant and trustee direction
  11. Address the potential conflicts with the anti-cutback rule in restating plans
  12. List approaches to dealing with scriveners errors
  13. Perform nondiscrimination testing involving related employers
  14. Correctly credit service using the elapsed time method
  15. Explain current regulatory activity involving IRAs