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FIS Advanced Pension Conference
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    • Event Description
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Event Description

Our two and one-half Advanced Pension Conference provide important updates on current legislative action and developments from the IRS, the DOL and Capital Hill. Offering a combination of general and concurrent sessions, the Conferences allow ample time to address a variety of subjects focusing on:
  • new plan design techniques
  • industry trends
  • compliance issues
  • Ask the Experts Workshop
The popular "Ask the Experts Workshop" features the entire Conference panel of nationally-known experts in a wide-ranging discussion of hot topics in employees benefits. These exceptional Conferences are jam-packed with opportunities for education, networking and even some fun.

Conference Registration Fees
Early Registration Fee: $1,129
Standard Registration Fee: $1,279
Multiple registration discounts also available.
 
Program fees are subject to change without advance notice. 

Benefits of Attending
  • Up to 15-19 credit hours of continuing professional education
  • Concurrent sessions to allow you to customize your education
  • Expert speakers providing the latest information on benefit regulations, litigation, enforcement, and compliance 
  • An opportunity to network with industry experts and peers
  • Comprehensive course materials
  • Industry exhibits
 
Who Should Attend
Attorneys, actuaries, pension and compensation consultants, employee benefits and human resources professionals, CPAs, accountants, financial planners, mutual fund broker representatives, as well as agents and officers of insurance companies, bank trust officers and third party administrators.
 
Program level: Intermediate to advanced
Pre-requisites: There are no prerequisites and no advance preparation is required for this program. The speakers assume that attendees have a minimum of two years of experience.
Advanced preparation: None
Delivery method: Group-live presentation
NASBA Field of Study: Taxes
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. Lisa major industry trends affecting retirement plan practitioners
  4. Determine the appropriate methods for issuing electronic disclosures
  5. Advise clients on the changes to the hardship distribution regulations
  6. Apply the coverage transition rules properly in the case of a merger or acquisition
  7. Explain the deadlines for amendments to 403(b) plans
  8. Recognize the key issues associated with top-heavy retirement plans beneficiary designations
  9. Summarize the opportunities and limitations associated with Multiple Employer Plans
  10. Correctly identify testing issues associated with combination plan designs
  11. Explain the process through which federal regulations are created and implemented
  12. Apply ERISA's fiduciary requirements to real-world situations
  13. Advise plan sponsors regarding the potential traps of various plan provisions
  14. Assist clients in addressing issues with defined benefit plans

Note: The Advanced Pension Conference are focused on the small and mid-sized plan market (although those who work with larger plans also benefit from attending).

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