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Advanced Pension Conference
Chicago, IL - 9/2/2015 - 9/4/2015

Agenda
View the detailed agenda for the 2015 conference in Chicago.

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

  1. Identify major retirement plan changes in the last year
  2. Assist an employer to minimize the cost of correcting elective deferral failures
  3. Understand the key elements of the proposed conflicted advice regulations
  4. List key developments in Washington which can affect retirement plans
  5. Work effectively with cash balance plans
  6. Understand the trouble spots in upcoming 5500 changes
  7. Work effectively with financial advisors in achieving employer objectives
  8. Assist an employer to resolve Scriveners errors
  9. Determine what documentation is required for hardship distributions
  10. Determine when after-tax contributions would assist an employer in achieving its objectives