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Advanced Pension Conference
Chicago, IL - 9/5/2018 - 9/7/2018


View the 2018 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. List major industry trends affecting retirement plan practitioners
  4. Determine the appropriate timing and method of implementing plan amendments
  5. Explain the proper manner for documenting hardship distributions
  6. Advise clients on the proper method for addressing “lost” participants
  7. Apply the rules on “-11(g)” amendments properly
  8. Explain how to correct common administrative and compliance errors
  9. Recognize the key issues associated with top-heavy retirement plans
  10. Summarize the process associated with reviewing and qualifying Domestic Relations Orders
  11. Correctly identify testing issues associated with related employers
  12. Assist clients in addressing issues with defined benefit plans
  13. Correctly calculate compensation in light of the new “qualified business income” deduction
  14. Apply the requirements of Universal Availability to 403(b) plans

Questions for Speakers
Please e-mail your questions to We will forward the questions to the appropriate speaker. Please understand that we cannot assure that each speaker will address each question or issue individually. However, anticipated questions/issues help the speakers fine-tune the general approach for presentations.