Below is a brief agenda at-a-glance. Please download the full conference brochure for more detailed session information.

MONDAY, NOVEMBER 14
 
8:45 a.m. – 10:00 a.m. 
General Session 1: A Year in Review

10:20 a.m. – 11:35 a.m. - Concurrent Workshops
Workshop 1: Wacky Assets
Workshop 2: The Multiple Personalities of Multiple Employer Plans
Workshop 3: Qualified Plan Beneficiary Rules and Issues

11:50 a.m. – 12:45 p.m. 
Lunch

12:50 p.m. – 1:40 p.m.
IRS Update

1:45 p.m. – 3:00 p.m. - Concurrent Workshops
Workshop 4: 403(b) and the Rest of the Story
Workshop 5: Bringing Hidden Fees to Light
Workshop 6: The Defined Benefit Plan Document Restatement
  
3:20 p.m. – 5:00 p.m.
General Session 2: Washington Update

5:15 p.m. – 7:00 p.m.
Networking Reception

TUESDAY, NOVEMBER 15

8:30 a.m. – 10:10 a.m. 
General Session 3: Ethics and Professionalism for the Retirement Plan Professional

10:30 a.m. – 11:45 a.m. - Concurrent Workshops
Workshop 7: Automatic Contribution Election, is it a “Negative” Election? Is it All it’s Cracked Up to Be?
Workshop 8: Plan Document Headaches – Common Issues and Concerns
Workshop 9: Traps for the Unwary: Fiduciary Responsibility in Everyday Plan Administration

11:45 a.m. – 12:30 p.m. 
Lunch

12:30 p.m. – 1:25 p.m.
Ask the Experts

1:30 p.m. – 2:45 p.m. - Concurrent Workshops
Workshop 10: Retirement Plans: M&A and Spinoffs, too
Workshop 11: Restoration of Safe Harbor: Is it Fashionable Again?
Workshop 12: Cross-testing: Stacking the Deck for the Risk Takers

3:05 p.m. – 4:20 p.m. - Concurrent Workshops
Workshop 13: What the Health is Happening to America?
Workshop 14: DB/DC Combo: Would You Like a Side of Cash Balance with That?
Workshop 15: Dealing with Direct Investments, 404(c) Compliance and Participant Fee Disclosure


Disclaimer
The statements and materials presented at the ASPPA Cincinnati Conference are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA does not assume any responsibility for the contents of the statements and materials presented.

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CONTINUING EDUCATION INFORMATION

ASPPA Members
The ASPPA Cincinnati Pension Conference offers up to 15 ASPPA CPE credits.

For other types of continuing education credit, including CLE, CFP, CPE or state insurance credit, please contact the conferences staff at conferences@asppa.org at least 45 days prior to the conference to submit your request for approval. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.

Please check back periodically for updates. We will post approved credit and credit applied for as it is available.