Advanced Pension Conference 2021 | FIS Global | 26 January 2021 | Virtual Conference

Topics Include:

• Keeping Current
• Distribution Issues
• Cycle-three Restatements: What You Need to Know
• Long-Term, Part-Time Employees – Are You Ready?
• PEP Talk: What You Need to Know About Pooled Employer Plans
• Washington Update: What Does the 2020 Election Mean for Retirement Policy
• Ask the Experts, and more...

Learning Objectives:

After attending this Web seminar, you should be able to:
• Discuss the SECURE Act and other current developments that impact retirement plans
• Identify how the DOL eDisclosure regulations could impact your client service model
• Determine how RMDs are impacted by recent law changes
• List the known requirements related to long-term part-time employees
• Explain how Pooled Employer Plans work and whether they may be right for your firm
• Recommend strategies for mitigating common cybersecurity risks
• List many of the limits that apply to retirement plans
• Apply the law and guidance regarding the Cycle-three document restatements
• Advise clients on how defined benefit plans can best mitigate economic risks
• Describe the various amendment and restatement deadlines that apply to retirement plans of all types
• Discuss how the 2020 election can impact retirement plan policy in 2021 and beyond
• Identify the many areas in which the DOL has issued guidance over the last year
• Explain to your clients and coworkers how the panel of experts would address your real-life fact patterns

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.

2021 Speakers

Alison J. Cohen, J.D., CPC
Ferenczy Benefits Law Center

Ilene H. Ferenczy, J.D., CPC, APA, Esq.
Ferenczy Benefits Law Center

Craig P. Hoffman, J.D., LL.M., APM
Nova 401(k) Associates

Daniel McNamara, J.D.
FIS

Lauren Okum, ASA, EA, MSPA
Premier Actuarial Solutions

David Schultz, J.D.
FIS

S. Derrin Watson, J.D., APM
Goleta, CA

2021 Sponsors

• Benefits Link
• Erisa Pedia
•