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Advanced Pension Conference

FIS Relius Education

Feb. 5, 2020 - Feb. 7, 2020

Our two and one-half day Advanced Pension Conferences provide important updates on current legislative action and developments from the IRS, the DOL, and Capitol 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 employee benefits. These exceptional Conferences are jam-packed with opportunities for education, networking, and even some fun.

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

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
  • List 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

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