NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

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

Highlights

Dear Pension Professional:

Keeping ahead of the pension learning curve has never been more challenging. Each day brings new rulings, guidance and concepts that a practitioner must not only comprehend but must also implement - PPA restatements, 3(16) plan administrators, same-gender marriage, restructuring and more. Information alone is no longer sufficient. Practitioners need answers that they can immediately implement. From each session, attendees will obtain answers to at least 5 critical questions. Walk away from SunGard’s Advanced Pension Conference (APC) with tools that you can readily use.

The APC in Orlando has the information and insights you need to stay abreast of the latest developments in the pension industry, and to expand your understanding of vital issues. With 75% more breakout sessions than last year, it is easy to tailor a curriculum that meets your needs. The faculty includes some of the most popular speakers from past conferences, including industry experts Ilene Ferenczy and Robert Kaplan, Professor David Pratt, and SunGard attorneys Stephen Forbes, Robert Richter, and Derrin Watson. The APC will not only teach the rules, but will also show what the rules mean in everyday practice. Register today!

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

  • TPAs as 3(16) plan administrators
  • Restructuring and component plans
  • Prevailing wage contributions
  • PPA restatements
  • Same-gender marriage issues
  • Fee disclosures – second round
  • Correcting safe harbor 401(k) plans
  • Auto-enrollment options
  • TPA contracts
  • Partial termination
  • 457 plans
  • Benefits, rights and features
  • Changes to forms and notices
  • Forfeiture allocation options
  • 403(b) preapproved plans
  • Our ever-popular Pension Jeopardy and Ask the Experts sessions

We are also bringing back our Just for ERPAs Workshop, a one-day program conveniently scheduled on Tuesday, February 4, 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 has a new venue, the Hyatt Regency Grand Cypress, a secluded luxury hotel located just outside the Walt Disney World® Resort. Surrounded by 21 acres of shimmering lakes and lush landscaping, the Hyatt offers many diverse and exciting onsite activities for you and your family. To find out more, visit the Hyatt Grand Cypress Website.

We look forward to seeing you at the conference!