7–8 a.m.

Breakfast in the Exhibit Hall

8–8:50 a.m.

Concurrent Workshops

Get up to date with 5500 updates!

Navigating the MEP and PEP World

The Many Challenges with Takeover Plans

The Ins and Outs of 436

DOL Cybersecurity Guidance and How It Applies to You and Your Firm

Data Treasure Trove — What do recordkeepers do with all that data?

9:05–11:05 a.m.

General Session 2: Current Events

11:35 a.m.–12:25 p.m.

Concurrent Workshops

Forfeitures/ERISA Spending Accounts — Where do they come from?

Taking Over a New Client — Be Careful What You Wish For

New Deadlines — Implementing Retroactive DB Plans

FASB Update

How Leaders Differentiate You and Your Firm

Recordkeeping — Cybersecurity and Fraud

12:25–2 p.m.

Lunch

2–2:50 p.m.

Concurrent Workshops

Compensation Consternation! (Part 1)

Plan Amendments — Watch Out for Those Protected Benefits

Combined Plan Design (Part 1) — How to Design the Perfect Combined Plan

Closed, but Not Forgotten, DB Plans (Part 1)

Innovation Involving Artificial Intelligence and Automation

Recordkeeping and TPA Partnership Best Practices

3:20–4:10 p.m.

Concurrent Workshops

Compensation Consternation! (Part 2)

Communicating With Your Client — Saying What You Need to Say Without Saying What You Want

Combined Plan Design (Part 2) — What happens when your combined plan design isn’t perfect?

Closed, but Not Forgotten, DB Plans (Part 2) Case Studies

TPA Best Practices Panel

Nontraditional Recordkeeping

4:25–5:25 p.m.

General Session 3

7–8 a.m.

Breakfast in the Exhibit Hall

8–8:50 a.m.

Concurrent Workshops

SCP/VCP/DFVCP — Which one applies?

Loans and Refinancing

Don’t Fear an IRS Audit

ASOP 56 (Modeling) and Recent Developments of the Standards of Practice

Training in a Digital World

Are you an ethical Recordkeeper?

9:05–10:45 a.m.

General Session 4: Government Update

11–11:50 a.m.

Concurrent Workshops

3(16) Best Practices

Plan Design Changes — A Study in Cause and Effect

DB EPCRS

DB RMDs After the SECURE Act

Employee Reviews — The Good, the Bad and All the Rest

Recordkeeper Revenue Opportunities

11:50 a.m.–3 p.m.

Lunch

3–3:50 p.m.

Concurrent Workshops

Testing 101 — Coverage Testing Warmup and Review

Restatements — What’s the status?

Cash Balance Plans — A Focus on Interest Crediting Rates

Recent Events at the PBGC

How to Use the “ERISA Outline Book” to Research

Roundtable for Recordkeepers

4:05–4:55 p.m.

Concurrent Workshops

Testing 401 — Advanced Coverage Testing for Practitioners

Creative Plan Designs — Different Plans You May Encounter

DB Ask the Experts

Question and Answers With the PBGC

Short and Off-Calendar Year Plans

Service Agreements — How Recordkeepers Should Limit Liability and Manage Risk

8–11 p.m.

ASPPA @ Night

It’s an ASPPA reunion! Join us for an action-packed evening of music, fun and games — ASPPA style! More details to come about this entertaining event.

7–8 a.m.

Breakfast

8–8:50 a.m.

Concurrent Workshops

Elective Deferral Corrections — Which rule applies?

Ch-Ch-Changes in Beneficiaries

DB Regulatory Update

415 Limits — A Focus on Multiple Annuity Start Dates (Part 1)

Creative Use of QNECs and QMACs for Test Corrections

Recordkeepers in the News — Current Court Cases (Part 1)

9:05–9:55 a.m.

Concurrent Workshops

The Advantages of Testing with a QSLOB

Plan Design Trends — Participant Outcomes and Analysis

Recent Litigation involving Actuaries and DB Plans

415 Limits — A Focus on Multiple Annuity Start Dates (Part 2)

Recordkeeping Call Center Management

Recordkeepers in the News — Current Court Cases (Part 2)

10:15 a.m.–12:15 p.m.

General Session 5: Ask the Experts