CONFERENCE OVERVIEW
The SouthWest Benefits Association/Internal Revenue Service 20th 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!
Featured at This Year's Conference
- Benefits Roundtable (for plan sponsors only)
- IRS National Office Presentation
- Healthcare Reform
- Investment Advice Regulations
- Global Benefits Issues
- Litigation Update
- One Hour of Ethics Credit (MCLE)
- Best Practices in Governance
Continuing Education
Application has been made for continuing professional education credit for attorneys, enrolled actuaries, IRS enrolled agents, CPAs, CFPs, and Group I insurance agents. The conference will qualify for 12 hours of credit in most cases, including 1 hour of ethics. 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
- Actuaries
- Attorneys
- Benefit Administrators
- Employee Benefits Generalists
- Fund Managers
- Human Resources Professionals
- Trust Officers
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
| Felicia Finston, Partner, Baker Botts LLP, Co-Chair |
| Greg Nix, Customer Outreach, Internal Revenue Service, Co-Chair |
| Martin Bolt, Law Office of Martin Bolt, PLLC |
| Tim Brechtel, Partner, Jones Walker |
| Martin Eichler, Director of Benefits, FMC Technologies Inc. |
| Frank Green, Regional Manager, M&I Trust Company N.A. |
| Carolyn Penna, Director, Compensation and HR Technology, Memorial Hermann Healthcare System |