Register Now for the L.A. Advanced Pension Conference

Whether one’s focus is defined benefit plans or 401(k) plans, the L.A. Advanced Pension Conference is the West Coast’s premiere conference for actuaries and TPAs. And there are only 10 days left to register for the 2016 Los Angeles Advanced Pension Conference. If you haven’t done so yet, make sure to register today.

Attendees can earn up to 15 formal JBEA credit hours or 15 hours of ASPPA/ERPA CE credits by attending general sessions and workshops on current regulatory, legislative, administrative, actuarial and consulting topics.

General Session topics include:

• Ethics. In this fun and lively session, Norman Levinrad and Karen Smith will lead a discussion on how the ethics lessons learned from infamous sporting scandals can be compared to general business ethics, Circular 230 and the ASPPA Codes of Conduct. What can a retirement plan professional learn from the Chicago Black Sox, Nancy Kerrigan and Tonya Harding, Deflate-gate and FIFA? Come to this session and find out!

• Ask the Experts. Participants in this session will be able to get answers to those burning questions about defined contribution and defined benefit plans.

Featured Workshops include:

• 3 Years Down the Road — Train Staff to Recognize Opportunities to Add Revenue. Through case studies, G. Neff McGhie and Lynn Young will illustrate ways that your administrative staff can open the door to additional revenue from your existing clients.

• Hardship and Loan Documentation. What do the IRS requirements for documenting hardship withdrawals and loans mean for your clients? This interactive session will present case studies for discussion. We will also briefly discuss hardship distributions and HIPAA compliance.

• Actuarial Challenges and Dilemmas. This session will identify a number of situations that we occasionally encounter but may not know how to handle. The speakers will address insurance in pension plans, real estate in plan assets, in-kind contributions and distributions, 412(d)(2) elections, actuarial increases on frozen and term vested benefits, de-risking, etc.

To register for the 2016 Los Angeles Advanced Pension Conference, please visit the conference webpage.