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Pensions on Peachtree
Atlanta, GA - 4/23/2018 - 4/24/2018


View and print the 2018 POP AGENDA.

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

  1. Discuss current developments from Congress and the Agencies that impact retirement plans
  2. Identify strategies to help plan sponsors to navigate the impact of mergers, acquisitions, and divestitures on retirement plans
  3. Apply practical examples of complex compliance issues to real-world scenarios
  4. Explain the changes to the IRS Determination Letter program to plan sponsors
  5. Determine whether a cash balance plan might meet the need of plan sponsors in a variety of situations
  6. List the required steps for properly searching for a lost participant entitled to a distribution
  7. Explain the current status of the DOL’s Final Fiduciary Regulations and the steps firms should take to comply
  8. Identify whether the release of pre-approved 403(b) documents makes now the right time to enter the 403(b) market