Advanced Pension Conference
Chicago, IL - 9/5/2018 - 9/7/2018
Agenda
View the 2018 Chicago APC 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 major industry trends affecting retirement plan practitioners
- Determine the appropriate timing and method of implementing plan amendments
- Explain the proper manner for documenting hardship distributions
- Advise clients on the proper method for addressing “lost” participants
- Apply the rules on “-11(g)” amendments properly
- Explain how to correct common administrative and compliance errors
- Recognize the key issues associated with top-heavy retirement plans
- Summarize the process associated with reviewing and qualifying Domestic Relations Orders
- Correctly identify testing issues associated with related employers
- Assist clients in addressing issues with defined benefit plans
- Correctly calculate compensation in light of the new “qualified business income” deduction
- Apply the requirements of Universal Availability to 403(b) plans
Questions for Speakers
Please e-mail your questions to relius.education@fisglobal.com. We will forward the questions to the appropriate speaker. Please understand that we cannot assure that each speaker will address each question or issue individually. However, anticipated questions/issues help the speakers fine-tune the general approach for presentations.