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Advanced Pension Conference
Chicago, IL - 9/2/2020 - 9/4/2020


Conference Location
Hyatt Centric Chicago Magnificent Mile
633 North Saint Clair Street
Chicago, IL 60611
Phone: 312.787.1234

Details and Online Registration will be available in May 2020!

Our two and one-half day Advanced Pension Conferences provide important updates on current legislative action and developments from the IRS, the DOL, and Capitol Hill. Offering a combination of general and concurrent sessions, the Conferences allow ample time to address a variety of subjects focusing on:

  • new plan design techniques
  • industry trends
  • compliance issues
  • Ask the Experts Workshop

The popular "Ask the Experts Workshop" features the entire Conference panel of nationally-known experts in a wide-ranging discussion of hot topics in employee benefits. These exceptional Conferences are jam-packed with opportunities for education, networking, and even some fun.

Conference Registration Fees

Early Registration Fee: $1,129
Standard Registration Fee: $1,279
Multiple registration discount also available.

Program fees are subject to change without advance notice.

Benefits of Attending

• Up to 16-19 credit hours 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

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.

Program level: Intermediate to advanced

Pre-requisites: There are no prerequisites and no advance preparation is required for this program. The speakers assume that attendees have a minimum of two years of experience.

Advanced preparation: None

Delivery method: Group-live presentation

NASBA Field of Study: Taxes

Note: The Advanced Pension Conferences are focused on the small and mid-sized plan market (although those who work with larger plans also benefit from attending).


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