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


Dear Pension Professional:

Now, as never before, the pension industry is moving in unknown directions. Tax, reform that could directly impact our industry, IRS guidance being released as examination guidelines, changes to the plan document programs, and the discordant sounds of state run IRAs and MEPs, the recurring motifs of disclosure and fiduciary exposure, combine to create a complex environment that can be confusing and complex. However, the FIS Advanced Pension Conference filters out the noise to bring you the information and insights you need to run your practice and help your clients.

The expertise and breadth of a large conference, combined with the intimacy of a regional conference: that’s what you find at the Advanced Pension Conference. Year after year our attendees tell us how much they value the approachability and access of our faculty, with guest speakers Derrin Watson, Ilene Ferenczy, Kevin Donovan, and Alison Cohen, as well as FIS attorneys Robert Richter and David Schultz. They not only know the industry and the rules, but they also know how to present that knowledge in a way that is meaningful and understandable.

Familiar favorite sessions are back: Keeping Current, Washington Update, Pension Jeopardy, and Ask the Experts. In addition, there are a host of general and breakout sessions tailored to meet the needs of today’s practitioner.

We have also scheduled the Just for ERPAs Workshop, a one-day program, on Tuesday, February 6, the day before the APC. This Workshop will help ERPAs build on their broad retirement plan knowledge with topics specially selected for them. Earn up to 8 hours of ERPA credit, including 2 Ethics hours. Register for both the APC and the ERPA Workshop, and pay only $250 for the Workshop, a $160 saving. To take advantage of this offer, you must use the APC online registration form. View the workshop complete agenda here.

We are delighted to announce that the Advanced Pension Conference is returning to the Hard Rock Hotel at Universal Orlando within walking distance of the Universal theme parks and City Walk. You’ll want to bring the whole family.

The Advanced Pension Conference in Orlando is a premier opportunity to learn from experienced faculty and enjoy world-class amenities. We look forward to seeing you at the conference!

David Schultz
Program Chairman & Moderator
FIS Relius Education