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Advanced Pension Conference
Orlando, FL - 2/5/2014 - 2/7/2014

Agenda
View the 2014 Advanced Pension Conference in Orlando detailed agenda.

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

  1. Identify the risks and rewards of becoming a 3(16) plan administrator
  2. Determine how same gender marriage affects retirement plans
  3. Determine which preapproved 403(b) plans will work for your clients
  4. Identify changes and opportunities for upcoming PPA restatements
  5. Determine what provisions should be in a TPA contract
  6. Design properly a plan with prevailing wage contributions
  7. Identify correctly allocation options for forfeitures
  8. Correct safe harbor 401(k) plan errors
  9. Determine how the attribution rules affect coverage and nondiscrimination testing
  10. Implement different auto-enrollment options
  11. Self-correct errors under the IRS’s plan correction program
  12. Determine when a partial termination occurs
  13. Implement restructuring to help you plan satisfy nondiscrimination
  14. Disclose changes to fee disclosure information
  15. Test benefits, rights and features for discrimination
  16. Identify which notices a plan may combine
  17. Determine the difference between government and tax-exempt 457 plans
  18. Identify prohibited transactions
  19. Implement the new in-plan Roth transfer rules