MONDAY, NOVEMBER 15, 2021
7:30am – 8:30am | Breakfast
8:30am – 9:45am | General Session 1: Washington Update
10:00am – 10:50am | Concurrent Workshops
Workshop 1: Cybersecurity & Fraud
Workshop 2: Recordkeepers, TPAs, and Retirement Plans in the News
11:05am – 11:55am | Concurrent Workshops
Workshop 3: Plan Document Issues
Workshop 4: The new world of MEPs, PEPs, and Group of plans
11:55am – 1:00pm | Lunch
1:00pm – 1:50pm | Concurrent Workshops
Workshop 5: How will the SECURE Act change RMD rules?
Workshop 6: RK Roundtable
2:05pm – 2:55pm | Concurrent Workshops
Workshop 7: Distributions
Workshop 8: Recordkeepers/TPAs and the Participant Experience
3:10pm – 4:25pm | General Session 2: Fiduciary Issues for RKs and TPAs
4:30pm – 5:30pm | Reception
TUESDAY, NOVEMBER 16, 2021
7:30am – 8:30am | Breakfast
8:30am – 9:45am | General Session 3: EPCRS Updates & Case Studies
10:00am – 10:50am | Concurrent Workshops
Workshop 9: Cash Balance plan design
Workshop 10: 403(b)s and 457 plans – What are they?
11:05am – 11:55am | Concurrent Workshops
Workshop 11: 5500 Update
Workshop 12: Missing Participants and Uncashed Checks
11:55am – 1:00pm | Lunch
1:00pm – 1:50pm | Concurrent Workshops
Workshop 13: Ethics 1
Workshop 14: Non-qual
2:05pm – 2:55pm | Concurrent Workshops
Workshop 15: Ethics 2
Workshop 16: A Beginners Guide to ESG
3:10pm – 4:25pm | General Session 4: Ask the Experts