| EMPLOYEE BENEFITS CONFERENCE |
2005 SouthWest Benefits Association
Internal Revenue Service
Employee Benefits Conference
For Tax Exempts and Government Employers
April 1, 2005
MORNING SCHEDULE:
| 7:30 a.m. - 8:15 a.m. - Continental Breakfast |
| 8:15 a.m. - 8:30 a.m. |
| Welcome and Opening Remarks |
| 8:30 a.m. - 9:00 a.m. |
| General Concepts and Overview |
| 9:00 a.m. - 10:00 a.m. |
| Overview of Proposed 403(b) Regulations |
| 10:00 a.m. - 10:15 a.m. - BREAK |
| 10:15 a.m. - 11:15 a.m. |
| Operational Requirements in Proposed 403(b) Regulations |
| 11:15 a.m. - 12:15 p.m. |
| Current 403(b) Plan Exam Issues |
| 12:15 p.m. - 1:15 p.m. - LUNCH |
AFTERNOON SCHEDULE:
| 1:30 p.m. - 2:30 p.m. |
| Section 457 Deferred Compensation Arrangements |
| 2:30 p.m. - 3:20 p.m. |
| Correction Programs for 403(b) Plans |
| 3:20 p.m. - 3:35 p.m. - BREAK |
| 3:35 p.m. - 4:25 p.m. |
| Health and Welfare Plans |
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| ©2004 SouthWest Benefits Association. All rights
reserved. |
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| WORKSHOP LOCATION |
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Infomart
1950 Stemmons Freeway
Dallas, TX 75207
214-800-8350
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| PROGRAM SPONSORS |
AIG VALIC
TIAA-CREF |
| CANCELLATION POLICY |
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All refunds are subject to a $30 administration fee.
- Full refund (less $30 fee) if cancelled 2 weeks prior
to conference
- 50% refund (less $30 fee) if cancelled 1 week prior to
conference
- NO REFUND if cancelled less than 1 week prior to conference
Substitutions may be made at any time.
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| CONTINUING EDUCATION |
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Application has been made for continuing professional education
credit for:
- Attorneys
- Enrolled Actuaries
- CPAs
- Group I Insurance Agents
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SouthWest Benefits Association
11520 N. Central Expy., Suite 201
Dallas, Texas 75243
Phone: 214.382.3035
Fax: 214.382.3038
Contact Us
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