FIS Advanced Pension Conference

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:

List and respond to recent changes in retirement plan rules
Analyze if a defaulted participant loan can be self-corrected under the new EPCRS procedures
Lisa major industry trends affecting retirement plan practitioners
Determine the appropriate methods for issuing electronic disclosures
Advise clients on the changes to the hardship distribution regulations
Apply the coverage transition rules properly in the case of a merger or acquisition
Explain the deadlines for amendments to 403(b) plans
Recognize the key issues associated with top-heavy retirement plans beneficiary designations
Summarize the opportunities and limitations associated with Multiple Employer Plans
Correctly identify testing issues associated with combination plan designs
Explain the process through which federal regulations are created and implemented
Apply ERISA's fiduciary requirements to real-world situations
Advise plan sponsors regarding the potential traps of various plan provisions
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).

Already Registered?