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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:

  1. List and respond to recent changes in retirement plan rules
  2. Analyze if they are making "recommendations" subject to the investment adviser fiduciary rules
  3. List common exceptions to the Investment adviser fiduciary rules
  4. Determine if the Best Interest Contract Exemption can apply to a given situation
  5. List major industry trends affecting retirement plan practitioners
  6. Determine the appropriate timing and method of implementing plan amendments
  7. Skillfully advise a participant regarding their account rollover options
  8. Explain how the investment adviser rules affect TPA practice
  9. Correctly administer multiple employer plans
  10. Identify issues associated with electronic disclosures
  11. Recognize the key issues associated with cross-testing a retirement plan
  12. Correctly identify issues associated with hardship and loan transactions
  13. Assist clients in merger and acquisition situations
  14. Correctly calculate earned income in a variety of situations