Pensions on Peachtree
Atlanta, GA - 4/24/2017 - 4/25/2017
Agenda
View and print the 2017 POP AGENDA.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- Discuss current developments from Congress and the Agencies that impact retirement plans
- Identify strategies to help plan sponsors to navigate the impact of mergers, acquisitions, and divestitures on retirement plans
- Apply practical examples of complex compliance issues to real-world scenarios
- Explain the changes to the IRS Determination Letter program to plan sponsors
- Determine whether a cash balance plan might meet the need of plan sponsors in a variety of situations
- List the required steps for properly searching for a lost participant entitled to a distribution
- Explain the current status of the DOL’s Final Fiduciary Regulations and the steps firms should take to comply
- Identify whether the release of pre-approved 403(b) documents makes now the right time to enter the 403(b) market