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Pensions on Peachtree
Atlanta, GA - 4/16/2015 - 4/17/2015

Agenda

View and print the agenda.

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

  1. List major pension developments in the last 12 months
  2. Handle unusual situations involving plan amendments
  3. Identify the issues associated with takeover plans and identify strategies to address those issues
  4. Properly test and administer plans with after-tax voluntary employee contributions
  5. Identify the issues retirement issues in mergers and acquisitions and alternatives for resolving those issues
  6. Communicate more effectively with clients and staff
  7. Identify potentially problematic plan provisions in designing and restating plans
  8. List the steps now required to address accounts of missing or unresponsive participants
  9. Work effective with retirement professionals from other disciplines
  10. Handle plan corrections from beginning to end
  11. Properly design a plan that will meet employer goals
  12. Operate under new IRS ethical guidance