FIS Relius

Dear Pension Professional:

Behind us was the blizzard of the first fee disclosures, with late breaking DOL changes. Ahead of us is the likelihood of a tropical storm of tax reform impacting retirement plans. This is the lull in the storm, an opportunity to take stock of the changes that continually shape our industry, and enhance our knowledge and skills to meet the challenges of the future. SunGard’s Advanced Pension Conference will give you the foundation you need to prepare and move forward.

The IRS has assembled the results of its 401(k) plan compliance survey and is now determining how to use that information in auditing plans. Our session on the survey will not simply provide you with the results but explain what plan issues the IRS will be targeting and how you should correct those problems in your plans. The conference also provides you with valuable insight into important topics such as: fee disclosure, compensation design, rehired employees, beneficiary designations, participant forms and notices, real estate investments and more.

Cross-tested plans, cash balance plans combined with safe harbor 401(k) cross-tested plans, and plans with early eligibility provisions are becoming more popular but many practitioners struggle to understand how to design such plans and features. With practical case studies, we illustrate how to best utilize and apply these designs and features. We also have added a couple of topics from one of the industry’s leading experts on how to establish new business relationships and how to create a strategic plan to improve your business. With the IRS and DOL being more active and vigilant in enforcing the rules, you cannot afford to miss this conference.

The APC in Orlando will help you to stay abreast of all that’s happening, while earning up to 950 minutes of continuing education credits. The speakers we have selected are not only some of the industry’s leading experts but are also some of our most popular speakers: Ilene Ferenczy, Stephen Forbes, David Pratt, Robert Richter, Chris Stroud, and Derrin Watson. The panel brings you two former ASPPA Presidents and two winners of ASPPA Educator’s Award. This impressive panel of experts will bring their broad knowledge and expertise to bear on keeping you informed and answering your questions.

The Orlando APC focuses on the most pressing pension issues, including the following:

• Keeping current, a summary of changes over the past year
• Washington update with an emphasis on Tax Reform
• 401(k) compliance survey
• TPA partnerships
• ERISA recapture and forfeiture accounts
• New guidance on fee disclosure and disclosing changes
• Avoiding beneficiary designation problems
• Early eligibility and rehired employees
• Real estate and other unique investments
• The new look of preapproved plans
• Advanced topics in cross-tested plans
• Our ever-popular Pension Jeopardy and Ask the Experts sessions

Back by popular demand, Just for ERPAs Workshop, a one-day program conveniently scheduled on Tuesday, February 5, the day before the APC. This Workshop will help ERPAs build on their broad retirement plan knowledge with topics specially selected for them. Earn up to 8 hours of ERPA credit, including two ethics hours. Register for both the APC and the ERPA Workshop, and pay only $250 for the Workshop, a $160 saving. To take advantage of this offer, you must use the APC online registration form. To view the Workshop complete agenda and to register online, visit the Web site.

This year, the conference returns to Loews Royal Pacific Resort at Universal Orlando®. The AAA Four Diamond Award® winning hotel features amenities that combine a taste of the tropics with the comfort and convenience of home. It also offers attendees and family members with easy access to the Universal Orlando theme parks, including The Wizarding World of Harry Potter™.

We look forward to seeing you at the conference!

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