Pensions on Peachtree
Atlanta, GA - 4/16/2015 - 4/17/2015
Agenda
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Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- List major pension developments in the last 12 months
- Handle unusual situations involving plan amendments
- Identify the issues associated with takeover plans and identify strategies to address those issues
- Properly test and administer plans with after-tax voluntary employee contributions
- Identify the issues retirement issues in mergers and acquisitions and alternatives for resolving those issues
- Communicate more effectively with clients and staff
- Identify potentially problematic plan provisions in designing and restating plans
- List the steps now required to address accounts of missing or unresponsive participants
- Work effective with retirement professionals from other disciplines
- Handle plan corrections from beginning to end
- Properly design a plan that will meet employer goals
- Operate under new IRS ethical guidance