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PLAN ADMINISTRATOR SKILLS WORKSHOP

2006 SouthWest Benefits Association
Plan Administrator Skills Workshop

CLICK HERE TO REGISTER NOW!

MORNING SCHEDULE:

7:00 a.m. - 8:15 a.m.
Registration/Continental Breakfast and Opening Remarks

8:15 a.m. - 9:15 a.m.
401(k)/Roth 401(k)
Effect on Compliance Testing
Required Administrative & Recordkeeping Changes
Distribution and Reporting Challenges
Roth vs. Pre-Tax - When Roth Contributions Make Sense
Participation Communication & Education Issues

9:20 a.m. - 10:20 a.m.
Distributions
Hardships
Loans
Katrina Relief
Auto Rollover
QDROs

10:20 a.m. - 10:30 a.m. - BREAK

10:30 a.m. - 12:00 p.m.
Connecting Plan Defects & Administrative Errors
Audit-Proof Correction
Updated IRS Correction Procedures
Labor Department VFCP Program
New 401(k) Correction Methods

12:00 p.m. - 1:15 p.m. - LUNCH

AFTERNOON SCHEDULE:

1:15 p.m. - 2:05 p.m.
Vendor Changes/Requests for Proposals
Successful RFPs - Hiring & Firing Vendors
Blackout/Sarbanes Oxley Requirements
Administrative Services Agreements
Record & Data Transitions
Participant Communications

2:05 p.m. - 2:15 p.m. - BREAK

2:15 p.m. - 3:05 p.m.
Cafeteria/Health Savings Account Plans
Available Benefit Funding Choices
Administering Family Status Changes
Successful FSA Administration/COBRA
COBRA Rights
Managing Grace Period Elections

3:10 p.m. - 4:00 p.m.
Other Welfare Benefit Arrangements
Disability/Income Replacement Benefits
Military and FMLA Leave of Absences
Donated Time Off
Medicare Part D
Voluntary Benefits

4:00 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 3 Tulsa, Feb 17 Houston, Feb 24
 
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 3, 2006
CityPlace Conference Center
2711 North Haskell
Dallas, TX 75204
214-828-7050

Tulsa
February 17, 2006
Tulsa Crown Plaza
100 East Second Street
Tulsa, OK 74103
918-582-9000

Houston
February 24, 2006
Hilton Houston Post Oak
2001 Post Oak Boulevard
Houston, TX 77056
713-961-9300


REGISTRATION DEADLINES

Registration and payment Deadlines:

Dallas - Jan 27, 2006

Tulsa - Feb 10, 2006

Houston - Feb 17, 2006


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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