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Advanced Pension Conference
Orlando, FL - 2/7/2018 - 2/9/2018


View the 2018 Orlando Advanced Pension Conference AGENDA.

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

  1. List major industry trends affecting retirement plan practitioners
  2. Determine the appropriate timing and method of implementing plan amendments
  3. Prepare for 403(b) restatement period
  4. Skillfully advise a participant regarding their account rollover options
  5. Recognize the key issues associated with how to navigate the anti-cutback rule
  6. Summarize the process associated with a DOL examination
  7. Correctly identify issues associated with hardship and loan transactions
  8. Assist clients in merger and acquisition situations