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Southern Retirement Plan Conference
Atlanta, GA - 4/24/2014 - 4/25/2014

Agenda

View and print the agenda.

Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:

  1. Identify the different options for designing a cross-tested plan
  2. Determine the advantages of a TPA being a 3(16) plan administrator
  3. Correct a failure to restate or adopt an interim amendment timely
  4. Determine which policies a plan needs to have to properly govern a plan
  5. Resolve loan failures
  6. Identify provisions that should be included in a service agreement
  7. Explain recordkeeping requirements of in-plan Roth rollovers
  8. Determine when a rehired employee re-enters the plan
  9. Prepare for and IRS or DOL audit
  10. Explain plan design options for a group of related employers