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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:

  1. Understand the PPA restatement deadlines and requirements
  2. List the concerns and potential trouble areas for participant directed brokerage accounts
  3. Apply the correct set of attribution rules to various qualification requirements
  4. Advise clients regarding recent changes in retirement plan rules
  5. List the different fiduciary roles provided in ERISA and the advantages and concerns about outsourcing them
  6. Understand recent and potential changes to the service provider and participant fee disclosure rules
  7. Apply the rollover rules in light of recent regulatory guidance
  8. Prepare properly to represent employers in IRS and DOL audits
  9. Perform nondiscrimination testing with related employers
  10. Determine whether and when plans must be amended to address same gender marriage