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EMPLOYEE BENEFITS CONFERENCE

2005 SouthWest Benefits Association
Employee Benefits Conference
For Tax Exempts and Government Employers

CLICK HERE TO REGISTER NOW!

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

4:30 p.m. - ADJOURNMENT


REGISTRATION FORM

First Name
Last Name
Title
Company
Address
City
State
Zip Code
Phone
Fax
Email
 
Registration fees:
$160 per attendee
$130 group discount for 3 or more attendees from the same company
 
SWBA membership:
$125 join SWBA for 2005 at 15% discount when you register for the conference
 
Type of Continuing Education Credits desired:
Attorney CPA Actuary Insurance
Other:
 
Payment Method:
Credit Card Type: AMEX VISA MasterCard
Credit Card #
Expiration Date
Name on Card
 
Comments/Special Requests/Other
 


©2004 SouthWest Benefits Association. All rights reserved.
WORKSHOP LOCATION

Infomart
1950 Stemmons Freeway
Dallas, TX 75207
214-800-8350


PROGRAM SPONSORS

AIG VALIC
TIAA-CREF


CANCELLATION POLICY

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.


CONTINUING EDUCATION

Application has been made for continuing professional education credit for:

Attorneys
Enrolled Actuaries
CPAs
Group I Insurance Agents

SouthWest Benefits Association
11520 N. Central Expy., Suite 201
Dallas, Texas 75243
Phone: 214.382.3035
Fax: 214.382.3038
Contact Us