2010 Advanced Pension Conference - Orlando

Attend this timely conference to be one of the first to learn about the final 5500 instructions for EFAST2. Additionally, get up-to-date on the latest improvements to IRS correction procedures, modern plan design options, and the decreasing contribution limits. Our panel is composed of Kevin Donovan, Ilene Ferenczy, Stephen Forbes, Craig Hoffman, Robert Kaplan, Robert Richter, and Derrin Watson.

Details & Online Registration

Depending on the concurrent sessions you choose to attend, after SunGard's conference you should be able to:

  • Determine how new IRS and DOL pronouncements affect retirement plans
  • Understand how recent court decisions impact retirement plans
  • List the available options for 5500 filing under EFAST 2
  • Choose effectively between available plan correction alternatives
  • List areas of Congressional, IRS, and DOL concern which may result in changes
  • Complete Form 5500 Schedule C under EFAST 2
  • Determine whether Roth deferrals or conversion will accomplish a participant’s goals
  • Determine how to operate and report 403(b) plans under new guidance
  • Contrast the differences between advanced design options
  • Understand the current rules relating to plan documents and restatements

Quotes/rave reviews taken from SunGard's APC Orlando 2009:

Overall, this conference is one of the best available. The quality of the speakers and content combined with a Florida resort in February makes for a great value. -- TPA, Pittsfield, MA

I have gone to other Relius seminars in the past, but think I will now attend this one annually. I get more information and like the way it is set up. The breakout sessions seem to really hit the areas that I need. -- Trust Officer, Warsaw, IN

The topics were well selected; right on point for this time of year and the current events. -- Pension Administrator, Jacksonville, FL

As always, your Advanced Pension Conference is the best pension conference for getting timely, pertinent information that directly relates to my practice. -- Attorney, Brentwood, TN

Your speakers are always extremely knowledgeable and willing to answer questions. -- Pension Consultant, Troy, MI

Very informative, great information! -- Corporate HR, Houston, TX