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