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

Highlights

Dear Pension Professional:

Now, as never before, the pension industry is moving in unprecedented directions. The drumbeat of automatic enrollment, the discordant sounds of state run IRAs and MEPs, the recurring motifs of disclosure and fiduciary exposure, and the strange looming silence of the determination letter program, combine to create a new song that can be painful to listen to. But SunGard’s Advanced Pension Conference filters out the noise to bring you the clear notes 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 Ilene Ferenczy, Craig Hoffman, and Kevin Donovan, as well as SunGard attorneys Derrin Watson, 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, including:

  • Industry trends
  • Conflicted advice regulations
  • New EPCRS procedures
  • New 5500 questions
  • Changes in determination letters
  • Negotiating with the IRS
  • Midyear safe harbor changes
  • Cash balance plans
  • DB/DC combos
  • Affiliated service groups
  • Benefits, rights, and features
  • Advanced self-employment income
  • Forfeitures
  • Prohibited transactions

We have also scheduled the Just for ERPAs Workshop, a one-day program, on Tuesday, February 9, 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 Disney World property. This year we will meet in the beautiful, Wyndham Grand Orlando Resort Bonnet Creek. With convenient shuttles to the Disney Parks, excellent golfing, a full spa, and convenient access to the many excellent restaurants and entertainment opportunities in Orlando, 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!

S. Derrin Watson
Program Chairman & Moderator
SunGard's Relius