Chicago Advanced Pension Conference 2023 | FIS | 6 September 2023 | Hyatt Centric Chicago Magnificent Mile, 633 N St Clair St, Chicago, IL 60611, USA

In this events, they will provide in-depth discussion on the latest legislative and regulatory updates and their practical implications. Engage with our presenters in both general and breakout sessions and ask them your specific questions. Connect with old acquaintances, and meet new pension professionals like you, along with industry exhibitors.

Learning Objectives:

After attending this program, you should be able to:

• Understand how SECURE 2.0 and other recent regulatory developments may impact retirement plans
• Explain the practical implications of the SECURE 2.0 legislation
• Determine the correct EPCRS correction for a variety of failures
• Explain how long-term part-time employees could impact plan participation
• Recommend the right plan document for a sponsor’s objectives
• Describe current state of DOL guidance on multiple high-profile topics like ESGs and cryptocurrency
• Explain to your clients and coworkers how the panel of experts would address your real-life fact patterns

Why Attend?

• 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.

2023 Speakers

PRESENTERS:

Ilene H. Ferenczy, J.D., CPC, APA, Esq.
Ferenczy Benefits Law Cente, Atlanta, GA

Dan McNamara, J.D.
FIS, Boston, MA

David A. Pratt, Esq.
Albany Law School, Albany, NY

David Schultz, J.D.
Attorney, FIS, Atlanta, GA

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

2023 Sponsor

• Benefits Link.com