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PLAN ADMINISTRATOR SKILLS WORKSHOP

2007 SouthWest Benefits Association
Internal Revenue Service
Plan Administration Skills Workshops

CLICK HERE TO REGISTER NOW!

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

8:15 a.m. - 9:15 a.m.
Real World Issues in HIPAA Administration
  • HIPAA Portability
  • HIPAA Privacy
  • Working with authorizations
  • Addressing Access to Information
  • Establishing Effective Controls
9:20 a.m. - 10:20 a.m.
Employee Benefit Issues in Employee Transitions
  • Paid Time Off
  • Deferred Compensation Issues
  • Low Level 409A Issues
  • Benefit Issues in Mergers and Acquisitions
10:20 a.m. - 10:30 a.m. - BREAK

10:30 a.m. - 11:30 a.m.
Communication Issues for Welfare and Retirement Plans
  • The New Safe Harbor Notice
  • SPD/SMM Rules (content, timing of delivery)
  • Electronic delivery
  • Reliance issues
11:45 a.m. - 1:00 p.m. - LUNCH

AFTERNOON SCHEDULE:

1:00 p.m. - 2:00 p.m.
Changes to 401(k) Plans under the Pension Protection Act
  • Automatic enrollment of participants
  • Annual increases in 401(k) contribution rates
2:05 p.m. - 2:15 p.m. - BREAK

2:15 p.m. - 3:15 p.m.
Retirement Plan Correction Issues
  • Addressing day-to-day administrative errors under EPCRS
  • Discussion of common errors and related corrections
  • Discussion of methods to calculate corrections and available correction alternatives
3:20 p.m. - 4:20 p.m.
Plan Investments Issues after the Pension Protection Act
  • Rules for "lifecycle" investment funds
  • Overview of employer-sponsored investment advice rules
  • Stock Diversification Notice Rules
4:20 p.m. - ADJOURNMENT
REGISTRATION FORM

Registration fees:
SWBA member - $160
Non-member - $210
Attend Workshop and Join SWBA for 2007 - $285 (New Members Only)

First Name
Last Name
Title
Company
Address
City
State
Zip
Phone
Fax
Email
 
Location:
Dallas, Feb 2 Oklahoma City, Feb 16 Houston, Feb 23
 
Registration Fee:
SWBA Members - $160 Non-Members - $210 Attend & Join SWBA for 2007 - $285  
 
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 2, 2007
CityPlace Conference Center
2711 North Haskell
Dallas, TX 75204
214-828-7050

Oklahoma City
February 16, 2007
Oklahoma City Renaissance Convention Center Hotel
Oklahoma City, OK
405-228-8000

Houston
February 23, 2007
Crowne Plaza Downtown
1700 Smith St.
Houston, TX 77002
713-739-8800
REGISTRATION DEADLINES

Registration and payment deadlines:

Dallas - Jan 26, 2007

OKC - Feb 9, 2007

Houston - Feb 16, 2007
CANCELLATION POLICY

All refunds are subject to a $50 administration fee.

  • Full refund (less $50 fee) if cancelled 3 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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