Advanced Pension Conference
Chicago, IL - 9/4/2019 - 9/6/2019
Agenda
View the 2019 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 a defaulted participant loan can be self-corrected under the new EPCRS procedures
- List major industry trends affecting retirement plan practitioners
- Determine the appropriate methods for issuing electronic disclosures
- Explain many of the cybersecurity and fraud risks plaguing plan administrators
- Advise clients on the proper method for addressing “lost” participants
- Apply the coverage transition rules properly in the case of a merger or acquisition
- Explain how to correct common administrative and compliance errors
- Recognize the key issues associated with top-heavy retirement plans beneficiary designations
- Summarize the opportunities and limitations associated with Multiple Employer Plans
- Correctly identify testing issues associated with combination plan designs
- Assist clients in addressing issues with defined benefit plans
- Correctly calculate compensation in light of the new “qualified business income” deduction
- Apply the requirements of Code section 415 to 403(b) plans
Questions for Speakers
Please e-mail your questions to relius.education@fisglobal.com. We will forward the questions to the appropriate speaker. Please understand that we cannot assure that each speaker will address each question or issue individually. However, anticipated questions/issues help the speakers fine-tune the general approach for presentations.