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