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Pensions on Peachtree
Atlanta, GA - 4/24/2017 - 4/25/2017

Description
Atlanta Marriott Century Center/Emory Area, Atlanta, GA
2000 Century Boulevard NE
Atlanta, GA 30345
Phone: 404.325.0000

Online registration is now open!

The professional educators at FIS are joining with the attorneys of the Ferenczy Benefits Law Center, LLP, based in Atlanta, GA, and Santa Barbara, CA, to bring you their fourth annual conference: Pensions on Peachtree (POP).

The conference combines the quality continuing professional education for which Relius Education is known with the intimacy of a regional conference, and the fun of a barbecue at the Ferenczy home. There will be eight breakout sessions, so you can tailor your education to your needs, along with general presentations on current developments (including an update on the IRS’s new guidance regarding forfeitures and safe harbor contributions), the fiduciary regulations, plan documents, and ethics, as well as the "Ask the Oracles" session where you can get answers to your tough questions. Our sessions are designed to provide useful, practical information for retirement plan practitioners of all types.

Attendees can receive up to 15 hours (50 minutes per hour) of continuing education credits, including 2 Ethics hours. Whatever you are looking for in retirement plan professional education, you will find it at Pensions on Peachtree.

Topics include:

  • New Nightmares on TPA Street
  • Eligibility and Rehires
  • M&A Challenges
  • 403(b) Documents – Is now the time to enter the market
  • Opportunity Knocks – strategies for making TPAs more indispensable
  • Form 5500 Update
  • Missing Participants and Uncashed Checks

Program level: Intermediate to advanced

Pre-requisites: There are no prerequisites and no advance preparation required for this program. However, an attendee should have an understanding of the fundamental rules and concepts of 401(k) administration and testing, and have one year of experience.

Delivery method: group-live presentation

NASBA Field of Study: Taxes, Regulatory Ethics

Program Registration Fees:
Early Registration Fee: $695
Standard Registration Fee: $795
Multiple registration discount also available.
Program fees are subject to change without advance notice.

Who Should Attend
Attorneys, actuaries, pension and compensation consultants, employee benefits and human resources professionals, CPAs, accountants, financial planners, mutual fund broker representatives, as well as agents and officers of insurance companies, bank trust officers, and third party administrators.

Benefits of Attending
• Up to 760 minutes of continuing professional education
• Concurrent sessions to allow you to customize your education
• Expert speakers providing the latest information on benefit regulations, litigation, enforcement, and compliance
• An opportunity to network with industry experts and peers
• Comprehensive course materials
• Industry exhibits