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Advanced Pension Conference
Chicago, IL - 9/2/2015 - 9/4/2015

Highlights
Dear Pension Professional:

The pace of change in Washington may have slowed, but the importance of the changes is magnified each year. Whether it’s improvements in EPCRS, or the extremely controversial and far-reaching conflicted advice regulations, changes in the 5500, or the partial elimination of the determination letter program, the need for practitioners to keep up-to-date has never been greater or more challenging.

Each month brings new rulings, guidance and concepts that a practitioner must not only understand but must also implement. Information alone is no longer enough. Walk away from SunGard’s Advanced Pension Conference (APC) with tools that you can readily use.

The heart of the APC has always been its faculty, who bring years of expertise not only as practitioners, but also as outstanding teachers. They bring the complex nuances of the rules to practical reality. The faculty includes some of the most popular speakers from past conferences, including industry experts Kevin Donovan, Ilene Ferenczy, and Craig Hoffman, and SunGard attorneys Robert Richter, David Schultz, and Derrin Watson.

The APC is large enough to let you tailor a program for your needs, but small enough to make the faculty easily accessible. The Chicago APC focuses on the most pressing pension issues, including the following:

  • Keeping current, a summary of changes over the past year
  • Washington update
  • Recent changes to EPCRS
  • The proposed conflict advice regulations
  • Dealing with scriveners errors
  • Hardship documentation
  • Automatic enrollment/increase
  • TPA guide to working with advisors
  • New cash balance regulations
  • New 5500 compliance questions
  • Deferral election trouble spots
  • Trustee vs. participant direction
  • Anti-cutback in restatement
  • Our ever-popular Pension Jeopardy and Ask the Experts sessions
  • And much, much more

We are also bringing back our Just for ERPAs Workshop, a one-day program conveniently scheduled on Tuesday, September 1, 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 Chicago APC and the ERPA Workshop, and pay only $250 for the Workshop, a $180 saving. To take advantage of this offer, you must use the APC registration form. View the Workshop's agenda and details here.

Once again, the Chicago APC will be at the beautiful Westin Michigan Avenue, with easy access to all that downtown Chicago has to offer: wonderful restaurants, world-class shopping, great attractions (like Navy Pier and the Hancock Tower), and more. Here are a few suggestions on things to do while you’re in Chicago. Whatever you (or your family) are in the mood for, you can find it at or near the Westin Michigan Avenue.

We look forward to seeing you at the conference in September.

Derrin Watson
Program Moderator
SunGard's Relius