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Advanced Pension Conference
Chicago, IL - 9/6/2017 - 9/8/2017


View the 2017 Chicago APC Agenda.

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

  1. List and respond to recent changes in retirement plan rules
  2. Analyze if they are making "recommendations" subject to the investment adviser fiduciary rules
  3. Determine if the Best Interest Contract Exemption can apply to a given situation
  4. List major industry trends affecting retirement plan practitioners
  5. Determine the appropriate timing and method of implementing plan amendments
  6. Explain the proper manner for correcting late deposits
  7. Prepare for potential changes to the Form 5500
  8. Apply the participant loan rules properly
  9. Explain how the investment adviser rules affect TPA practice
  10. Recognize the key issues associated with cross-testing a retirement plan
  11. Summarize the process associated with a DOL examination
  12. Correctly identify issues associated with hardship and loan transactions
  13. Assist clients in merger and acquisition situations
  14. Correctly calculate earned income in a variety of situations