Advanced Pension Conference
Orlando, FL - 2/1/2017 - 2/3/2017
Agenda
View the 2017 Orlando Advanced Pension Conference AGENDA.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- List and respond to recent changes in retirement plan rules
- Analyze if they are making "recommendations" subject to the investment adviser fiduciary rules
- List common exceptions to the Investment adviser fiduciary rules
- Determine if the Best Interest Contract Exemption can apply to a given situation
- List major industry trends affecting retirement plan practitioners
- Determine the appropriate timing and method of implementing plan amendments
- Skillfully advise a participant regarding their account rollover options
- Explain how the investment adviser rules affect TPA practice
- Correctly administer multiple employer plans
- Identify issues associated with electronic disclosures
- Recognize the key issues associated with cross-testing a retirement plan
- Correctly identify issues associated with hardship and loan transactions
- Assist clients in merger and acquisition situations
- Correctly calculate earned income in a variety of situations