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Advanced Pension Conference
Orlando, FL - 2/6/2013 - 2/8/2013

Agenda
View the 2013 Advanced Pension Conference in Orlando detailed agenda.

Breaking News! The new EPCRS Procedure, Rev. Proc. 2013-12, was released. Our panel will discuss it in detail in Orlando. The program agenda has been modified to accommodate the new topic.

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

  1. Identify which compliance issues on which the IRS is likely to focus
  2. Adopt a strategic plan to help your firm be more successful
  3. Disclose changes to fee disclosures
  4. Prepare for impact of Tax Reform
  5. Identify changes and opportunities for upcoming PPA restatements
  6. Determine the best method for establishing partnerships with recordkeepers and fiduciary advisors
  7. Educate your co-workers on the differences between 415 compensation, plan compensation and safe harbor definitions of compensation
  8. Properly utilize ERISA recapture and forfeiture accounts
  9. Identify clients that will benefit from a cash balance design
  10. Apply early eligibility and rehired employee provisions accordingly
  11. Educate your clients as to the risks of real estate investments
  12. Select the eligibility provision that best accomplishes your clients’ goals
  13. Identify techniques that will help in testing a cross-tested plan
  14. Implement plan amendment procedures
  15. Identify which notices a plan may combine