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PLAN ADMINISTRATOR SKILLS WORKSHOP

2005 SouthWest Benefits Association
Plan Administrator Skills Workshop

CLICK HERE TO REGISTER NOW!

MORNING SCHEDULE:

7:30 a.m. - 8:30 a.m.
Registration/Continental Breakfast

8:30 a.m. - 8:45 a.m.
Opening Remarks

8:45 a.m. - 9:45 a.m.
Hot Topics - 401(k) Administrative Issues
Best Practices and Current Issues for Compliance Testing
Adopting and Administering Safe Harbor Plans
Automatic Enrollment and Other Ways to Increase Participation
Integrating Catch-up Contributions into Administrative Procedures
Administering USERRA Rules for Military Service

9:45 a.m. - 10:45 a.m.
Current IRS Audit and Correction Issues - Tips and Traps
IRS Top 10 Audit Problems
Administration of Distributions(including Rollovers, QDROs and Minimum Required Distributions)
Electronic Administration Recordkeeping Requirements
In-Service Withdrawals - Loans and Hardships
Self Correction Procedures

10:45 a.m. - 11:00 a.m. - BREAK

11:00 a.m. - 12:00 p.m.
Department of Labor - Fiduciary Issues
National DOL Outreach and Initiatives
Frequently Identified Audit Problems and Corrections
Investment Education and 404(c) Disclosures
Evaluating and Disclosing Fees and Expenses
Administering Distributions for Lost Participants

12:00 p.m. - 1:00 p.m. - LUNCH

AFTERNOON SCHEDULE:

1:15 p.m. - 2:45 p.m.
Health and Welfare Critical Topics - From Soup to Nuts
COBRA Compliance and Administration in 2005
Effect of New Dependent Definition
Administering USERRA Rules for Military Service
Administering Medical Child Support Orders
Domestic Partner Administrative Issues

2:45 p.m. - 3:00 p.m. - BREAK

3:00 p.m. - 4:30 p.m.
Cafeteria Plan Issues and Emerging Healthcare Funding Vehicles
Administering HRAs, HSAs and FSAs
Debit/Credit Cards and Health Care Expense Reimbursements
Automatic Enrollment/Negative Elections Strategies for Effective Administration
Administering Over-the-Counter Drug and Other Reimbursements
Integrating Individual or Third-Party Policies

4:30 p.m. - ADJOURNMENT


REGISTRATION FORM
Registration fees: SWBA member - $165 Non-member - $195

First Name
Last Name
Title
Company
Address
City
State
Zip Code
Phone
Fax
Email
 
Location:
Dallas, Feb 4 Oklahoma City, Feb 18 Houston, Feb 25
 
SWBA member:
Yes No  
 
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 LOCATIONS

Dallas
February 4, 2005
CityPlace Conference Center
2711 North Haskell
Dallas, TX 75204
214-828-7050

Oklahoma City
February 18, 2005
Oklahoma City Sheraton
One North Broadway
Oklahoma City, OK 73102
405-272-0369

Houston
February 25, 2005
DoubleTree Post Oak
2001 Post Oak Boulevard
Houston, TX 77056
713-961-9300


REGISTRATION DEADLINES

Registration and payment Deadlines:

Dallas - Jan 28, 2005

Oklahoma City - Feb 11, 2005

Houston - Feb 18, 2005


CANCELLATION POLICY

All refunds are subject to a $50 administration fee.

Full refund (less $50 fee) if cancelled 2 weeks prior to workshop
50% refund (less $50 fee) if cancelled 1 week prior to workshop
NO REFUND if cancelled less than 1 week prior to workshop

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
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