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Advanced Pension Conference
Chicago, IL - 9/4/2019 - 9/6/2019


View the 2019 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 a defaulted participant loan can be self-corrected under the new EPCRS procedures
  3. List major industry trends affecting retirement plan practitioners
  4. Determine the appropriate methods for issuing electronic disclosures
  5. Explain many of the cybersecurity and fraud risks plaguing plan administrators
  6. Advise clients on the proper method for addressing “lost” participants
  7. Apply the coverage transition rules properly in the case of a merger or acquisition
  8. Explain how to correct common administrative and compliance errors
  9. Recognize the key issues associated with top-heavy retirement plans beneficiary designations
  10. Summarize the opportunities and limitations associated with Multiple Employer Plans
  11. Correctly identify testing issues associated with combination plan designs
  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 Code section 415 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.