Pension Focus Conference 2017

Branson, Missouri
Thursday, May 04, 2017

Pension Focus Conference 2017

Chateau on the Lake | 415 N. State Hwy 265, Branson, MO | 888-333-5253
Map and Directions
Pension Focus 2017 - Chateau on the Lake

To learn more about this year's conference, download the Pension Focus Agenda and Speaker Line-up.

About Pension Focus

Conference Information
Pension Focus is a non-profit Public Benefit Corporation with the exclusive purpose of informing individuals engaged in the retirement plan industry. The organization educates plan sponsors, administrators, accountants, and record keepers with respect to the creation, management and maintenance of qualified retirement plans.

Conference Objective

The Pension Focus conference provides current information about retirement plans including new IRS and DOL rules and regulations, an economic update, and more. Complete program content can be found under the “agenda” tab. The conference offers intermediate-level information in a live group setting. There are no prerequisites required to attend, and no advanced preparation needed.

Continuing Education Credits

There are typically eight hours of continuing education credits available for the National Association of State Boards of Accountancy (NASBA), Certified Financial Planner® (CFP®), Arkansas Judiciary-Office of Professional Programs Continuing Legal Education (Arkansas CLE) and the American Society of Pension Professionals & Actuaries (ASPPA). Check back for confirmation once the programs are finalized and approved.

This conference is typically approved for 6 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Check back for confirmation once the programs are finalized and approved.

NASBA Official Registry

Pension Focus is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

        

Previous Conference Agendas

2016 Agenda (PDF) »
2015 Agenda (PDF) »
2014 Agenda (PDF) »
2013 Agenda (PDF) »
2012 Agenda (PDF) »

Contact Information

For more information regarding administrative policies, please contact Theresa Mann at tmann@pension-consultants.com or (417) 889-4918.
 

Contact Information

  • Contact
    For more information regarding administrative policies, please contact tmann@pension-consultants.com or (417) 889-4918.

Payment Instructions

  • Early Bird Rate Until April 4, 2017

    $345 per attendee.

    Additional Conference Registration Rates

    Save 10% on all additional registrations through April 4!

    After April 4, 2017

    $395 per attendee.

    Refunds

    Full registration (less $35 processing fee) will be refunded if written cancellation is received by April 20, 2017. After April 20, 2017, no refunds will be given. 

    Early Registration Qualification

    To qualify for the early registration fee, registration and payment must be received, not postmarked, by April 4, 2017.

    Additional Conference Registration Policy

    To qualify for the additional participant rate, additional participants must be from the same company and all registration forms must be submitted together (or appended to the original registration) with payment by the early registration deadline of April 4, 2017.

    To Pay by Check

    Mail checks to: Pension Focus, 300 S. Campbell. Ave., Springfield, MO 65806. Please note the name(s) of the attendee(s). Checks must be received prior to the Early Bird cutoff date to receive the discount.


    To Pay by Plan Assets

    You may also pay by Plan Assets. To do so, please print off your confirmation as an invoice and provide it to your record keeper for payment to Pension Focus.

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