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Advanced Pension Conference
Orlando, FL - 2/10/2016 - 2/12/2016

Agenda

View the 2016 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. Identify major retirement plan changes in the last year
  2. Assist an employer to minimize the cost of correcting elective deferral failures
  3. Explain the key elements of the proposed conflicted advice regulations
  4. List key developments in Washington which can affect retirement plans
  5. Work effectively with cash balance plans
  6. Understand the trouble spots in upcoming 5500 changes
  7. Work with benefits, rights, and features in plan design, testing, and corrections
  8. Negotiate effectively with the IRS to accomplish employer goals
  9. Identify affiliated service groups
  10. Effectively handle takeover plans