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