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Advanced Pension Conference
Chicago, IL - 9/7/2016 - 9/9/2016

Agenda

View the APC Condensed Agenda with assigned meeting rooms.

View the detailed 2016 Chicago APC Agenda.

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

  1. List and respond to recent changes in retirement plan rules
  2. Analyze if they are making "recommendations" subject to the investment adviser fiduciary rules
  3. List common exceptions to the Investment adviser fiduciary rules
  4. Determine if the Best Interest Contract Exemption can apply to a given situation
  5. List major industry trends affecting retirement plan practitioners
  6. Determine if two or more businesses are in an affiliated service group
  7. Skillfully negotiate with the IRS or DOL regarding a client matter
  8. Explain how the investment adviser rules affect TPA practice
  9. Correctly administer multiple employer plans
  10. Identify situations that require testing of benefits, rights, and features
  11. List the major issues affecting 403(b) preapproved plans
  12. Correctly identify the major issues affecting governmental and church plans today
  13. Assist clients in merger and acquisition situations
  14. Correctly calculate earned income in a variety of situations