|
|
The
SouthWest Benefits Association/Internal Revenue Service 14th Annual
Employee Benefits Conference features the top government officials
and leading private industry experts in the world of employee
benefits. The curriculum provides insight into the hottest topics
of employee plans and direct answers to troubling plan questions.
Do not miss this opportunity to learn from, and interact with
your peers at the premier employee benefits conference in the
southwest!
 |
|
|
Paul
Shultz, Director EP Rulings and Agreements, Internal Revenue
Service |
|
|
Carol
Gold, Director of Employee Plans, Internal Revenue Service
|
|
|
W.
Thomas Reeder, Associate Benefits Tax Counsel, U.S. Department
of Treasury |
|
|
Steve
Eischen, Regional Director of the EBSA, US Department
of Labor |
|
|
Timothy
D. Hauser, Associate Solicitor, Plan Benefits Security
Division, US Department of Labor |
|
|
Alicia
Aceves Smith, HIPAA Privacy Specialist / Equal Opportunity
Specialist, U.S. Department of Health and Human Services |
IRS National Office Presentation
Executive Compensation Update
Managing Compensation & Benefits Programs for "Troubled"
Plan Sponsors
Updated 401(k) Guidance and Issues
IRS Focus: Determination Letter Program
Litigation Update
IRS Focus On - Abusive Practices
ERISA Governance

CONTINUING
EDUCATION
Application
has been made for continuing professional education credit for
attorneys, enrolled actuaries, IRS enrolled agents, CPAs, and
Group I insurance agents. Contact SWBA if you have questions regarding
continuing education credit for specific professional organizations.
WHO
SHOULD ATTEND
| Employee
benefits professionals with a general familiarity of ERISA
and other employee benefits laws and tax regulations, including:
|
| |
 |
Accountants |
| |
 |
Attorneys |
| |
 |
Actuaries |
| |
 |
Employee
Benefits Generalists |
|
| |
 |
Benefit
Administrators |
| |
 |
Human
Resources Professionals |
| |
 |
Trust
Officers |
| |
 |
Fund
Managers |
|
PROGRAM
SPONSORS
| |
 |
SouthWest
Benefits Association |
|
| |
 |
Internal
Revenue Service |
|
ABOUT
SOUTHWEST BENEFITS ASSOCIATION
SouthWest
Benefits Association is a regional association of experienced
professionals in the field of employee pension and welfare benefits.
Members represent a wide range of specialties, including corporate
human resources, benefit plan administration, financial management,
investment counseling, trust administration, law, accounting,
actuarial, health insurance, and pension and welfare consulting.
Through an annual schedule of professional educational conferences
and seminars, SWBA provides discussion of a wide range of issues
confronting benefit professionals.
ADDITIONAL
INFORMATION
If
you have questions about the conference please contact the SWBA
office at 214.382.3035. If you have dietary restrictions or other
special needs please notify SWBA.
SWBA
EDUCATION COMMITTEE
| Tom
Hoffman, Jenkens and Gilchrist, Co-Chair |
| Danny
Martin, Shell Oil Company, Co-Chair |
| Greg
Nix, Internal Revenue Service, Co-Chair |
| Richard
Nix, McAfee and Taff, Co-Chair |
| Randy
Fickel, Winstead |
| Dee
Jerome, Fleming Foods |
| Howard
Shapiro, Shook Hardy & Bacon |
| Glynis
Wheeler Redwine, Alcon Laboratories |
|