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

Description

Southern Retirement Plan Conference
Pensions on Peachtree

The professional educators at SunGard are joining forces with the Atlanta-based law firm of Ferenczy + Paul LLP to bring you the Southern Retirement Plan Conference: Pensions on Peachtree. Georgia and the other southern states are too important a region not to have their own major pension conference.

The Southern Retirement Plan Conference combines the quality continuing professional education for which SunGard is known with the intimacy of a regional conference, and the fun of a barbecue at the Ferenczy home. There will be a dozen breakout sessions, so you can tailor your education to your needs, along with general presentations on current developments, plan design, and fiduciary concerns. We will have a scheduled “Ask the Experts” booth staffed by one of our industry experts - come with your questions.

Attendees can also receive up to 15 hours (50 minutes per hour) of continuing education credits, including 2 Ethics hours. Whatever you are looking for in retirement plan professional education, you will find it at the Southern Retirement Plan Conference.

Topics Include

  • Cross-tested plan design
  • TPAs as 3(16) plan administrators
  • Loan correction
  • Avoiding TPA liability
  • Ethics
  • Fiduciary issues
  • Related employer plan design
  • Safe harbor 401(k) plan design
  • Consequences of disqualification
  • 403(b) plan design
  • Plan document failures
  • Plan governance

Speakers – Gina Farmer, Ilene Ferenczy, Stephen Forbes, Jim Paul, and S. Derrin Watson

OBJECTIVES - Upon completion of the course, an attendee 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

Who Should Attend
Attorneys, actuaries, pension and compensation consultants, employee benefits and human resources professionals, CPAs, accountants, financial planners, mutual fund broker representatives, as well as agents and officers of insurance companies, bank trust officers, and third party administrators.