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PLAN ADMINISTRATOR SKILLS WORKSHOP

2008 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.
Talking Benefits – Improving the Vocabulary of Benefit Plans
Common benefit terms and what they mean
Identifying benefit plan documents

9:20 a.m. - 10:20 a.m.
Cafeteria Plan Update
Understanding the new regulations
Significant administrative changes and issues
Operating FSAs
Overview of administrative issues

10:20 a.m. - 10:30 a.m. – BREAK

10:30 a.m. - 11:30 a.m.
COBRA 101 – Issues in the Real World
Overview of COBRA rules
Highlights of recent litigation
Compliance and administration issues
State continuation rules

11:45 a.m. - 1:00 p.m. – LUNCH

AFTERNOON SCHEDULE:

1:00 p.m. - 2:00 p.m.
Sometimes it is hard to say goodbye – How to fire your vendor
RFP and vendor selection
Key transition issues for hiring new vendors
Key participant communication issues
Record retention issues

2:05 p.m. - 2:15 p.m. – BREAK

2:15 p.m. - 3:15 p.m.
The Automatic 401(k) Plan

Lifecycle funds
 Auto enrollment
Auto increase in deferrals
Fiduciary issues
Default fund issues

3:20 p.m. - 4:20 p.m.
Loans, Distributions and Other Times Money Moves
Rules distributions from plans
 Overview of issues for plan fund changes and “black outs”
Loan issues

4:20 p.m. – ADJOURNMENT


REGISTRATION FORM

First Name
Last Name
Title
Company
Address
City
State
Zip Code
Phone
Fax
Email
 
Location:
Dallas, Feb 1 Tulsa, Feb 15 Houston, Feb 22
 
Registration Fee:
SWBA Members - $160
Non-Members - $210
Attend & Join SWBA for 2008 - $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
 


©2007 SouthWest Benefits Association. All rights reserved.
WORKSHOP LOCATIONS

Dallas
February 1, 2008
CityPlace Conference Center
2711 North Haskell
Dallas, TX 75204
214-828-7050

Tulsa
February 15, 2008
Crowne Plaza Tulsa
100 East 2nd St.
Tulsa, OK 74103
918-582-9000

Houston
February 22, 2008
Crowne Plaza Downtown
1700 Smith St.
Houston, TX 77002
713-739-8800


REGISTRATION DEADLINES

Registration and payment deadlines:

Dallas - Jan 25, 2008

Tulsa - Feb 8, 2008

Houston - Feb 15, 2008


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 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