Advanced Pension Conference
Chicago, IL - 9/3/2014 - 9/5/2014
Agenda
View the detailed agenda for the 2014 conference in Chicago.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- Understand the PPA restatement deadlines and requirements
- List the concerns and potential trouble areas for participant directed brokerage accounts
- Apply the correct set of attribution rules to various qualification requirements
- Advise clients regarding recent changes in retirement plan rules
- List the different fiduciary roles provided in ERISA and the advantages and concerns about outsourcing them
- Understand recent and potential changes to the service provider and participant fee disclosure rules
- Apply the rollover rules in light of recent regulatory guidance
- Prepare properly to represent employers in IRS and DOL audits
- Perform nondiscrimination testing with related employers
- Determine whether and when plans must be amended to address same gender marriage