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Advanced Pension Conference
Chicago, IL - 9/3/2014 - 9/5/2014

Highlights
Dear Pension Professional:

While Congressional budget negotiators continue to debate pension reform, the legal and business aspects of retirement plans continue to shift. From outsourced plan administration, to PPA restatements, to same gender marriage rulings, to ever-increasing disclosures and notices, to ever-expanding liability, the ground seems to be constantly shifting under practitioners’ feet.

Come to the SunGard’s Advanced Pension Conference (APC) in Chicago to stay abreast of what is happening and to advance your skills as a retirement professional while earning up to 19 hours of CE credits. This year’s conference is rich with opportunities to tailor your professional education to your needs, so you have more choices and more of what you need and want to know. Our experienced panel includes: Ilene Ferenczy, Craig Hoffman, Robert Kaplan, David Pratt, Robert Richter, and myself.

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

  • Keeping current, a summary of changes over the past year
  • PPA restatements
  • Reducing practitioner liability
  • Understanding and outsourcing fiduciary functions
  • An update on legislative and regulatory changes
  • Advanced nondiscrimination testing issues
  • Mid-year changes to safe harbor 401(k) plans
  • Special considerations for brokerage accounts
  • Rollover changes and rules from other agencies
  • Same gender marriage amendments and questions
  • Correcting failure to provide notices
  • Plan terminations and amendments
  • Allocating forfeitures
  • Our ever-popular Pension Jeopardy and Ask the Experts sessions
  • And much, much more

Back this year is the Just for ERPAs Workshop, a one-day program conveniently scheduled on Tuesday, September 2, the day before the APC. This workshop covers earned income, IRS audits, business acquisitions, automatic enrollment, professional responsibility, and more. Earn up to 8 hours of ERPA credit, including 2 Ethics hours. Register for both the Chicago 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 registration form. View the Workshop's agenda and details here.

Once again, the conference will be at the 4-star Westin Michigan Avenue Hotel on the Magnificent Mile. The hotel is across the street from the Hancock Tower, only a block away from the shops of Water Tower Place, and two blocks away from Lake Michigan. Here are a few suggestions on things to do while you’re in Chicago.

We look forward to seeing you at the conference in September.

Derrin Watson
Program Moderator
SunGard's Relius