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2008 SouthWest Benefits
Association
Internal Revenue Service
Employee Benefits Conference
For Tax Exempts and Government Employers
April 4, 2008
MORNING SCHEDULE:
| 7:00 a.m.
- 8:00 a.m. – Registration and Continental Breakfast |
| 8:00 a.m.
- 8:15 a.m. |
| Welcome and Opening Remarks |
Moderator:
Ed Razim, Locke Lord Bissell & Liddell LLP |
| 8:15 a.m.
- 10:00 a.m. |
| The Final 403(b) Regulations |
Discussion of the new 403(b) Regulations from the inside
vantage point of one of the drafters and a practitioner
of long standing in the 403(b) community
Learn what to do to be compliant in the new world of 403(b) |
Speakers:
Danny Miller, Conner & Winters, LLP
Bob Architect, Internal Revenue Service |
| 10:00 a.m.
- 10:15 a.m. – BREAK |
| 10:15 a.m.
- 11:30 a.m. |
| The Final 403(b) Regulations
(continued) |
Steps to take before January 1, 2009
IRS Model Plan Language
What's in a Plan Document?
How to correct bad post-September 24, 2007 transfers
Information Sharing Agreements |
Speakers:
Danny Miller, Conner & Winters, LLP
Bob Architect, Internal Revenue Service |
| 11:30 a.m.
- 1:00 p.m. – BOX LUNCH FEATURING Q&A WITH THE IRS |
AFTERNOON SCHEDULE:
| 1:00 p.m.
- 2:00 p.m. |
| Audit and Compliance Issues:
Executive Compensation, Excess Benefit Transactions and
Problem Plans |
Overview of IRS audit process and common audit issues
Discussion of Sections 457(f) and 4958 and their impact
on executive compensation
Voluntary Correction options for problem plans |
Speakers:
Ed Razim, Locke Lord Bissell & Liddell LLP
Ed Salyers, Internal Revenue Service |
| 2:05 p.m.
- 2:15 p.m. – BREAK |
| 3:20 p.m.
- 4:20 p.m. |
| Welfare Benefit Plan Update |
Speaker:
Randy Fickel, Fulbright & Jaworski, LLP |
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