SWBA logo
   Home | Board of Directors | Contact Us
SouthWest Benefits Association
HOME RENEW MEMBERSHIP JOIN SWBA JOB BANK BEST OF CLASS BENEFITS CONFERENCES

PLAN ADMINISTRATOR SKILLS WORKSHOP

2007 SWBA/IRS
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 Code
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
Houston Crowne Plaza Downtown
Houston, TX
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 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
Contact Us