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EMPLOYEE BENEFITS CONFERENCE

2008 SouthWest Benefits Association
Internal Revenue Service
Employee Benefits Conference
For Tax Exempts and Government Employers

CLICK HERE TO REGISTER NOW!

April 4, 2008

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
Moderator:
Ed Razim, Locke Lord Bissell & Liddell LLP

8:15 a.m. - 10:00 a.m.
The Final 403(b) Regulations
  • Discussion of the new 403(b) Regulations from the inside vantage point of one of the drafters and a practitioner of long standing in the 403(b) community
  • Learn what to do to be compliant in the new world of 403(b)
Speakers:
Danny Miller, Conner & Winters, LLP
Bob Architect, Internal Revenue Service

10:00 a.m. - 10:15 a.m. – BREAK

10:15 a.m. - 11:30 a.m.
The Final 403(b) Regulations (continued)
  • Steps to take before January 1, 2009
  • IRS Model Plan Language
  • What's in a Plan Document?
  • How to correct bad post-September 24, 2007 transfers
  • Information Sharing Agreements
Speakers:
Danny Miller, Conner & Winters, LLP
Bob Architect, Internal Revenue Service

11:30 a.m. - 1:00 p.m. – BOX LUNCH FEATURING Q&A WITH THE IRS

AFTERNOON SCHEDULE:

1:00 p.m. - 2:00 p.m.
Audit and Compliance Issues: Executive Compensation, Excess Benefit Transactions and Problem Plans
  • Overview of IRS audit process and common audit issues
  • Discussion of Sections 457(f) and 4958 and their impact on executive compensation
  • Voluntary Correction options for problem plans
Speakers:
Ed Razim, Locke Lord Bissell & Liddell LLP
Ed Salyers, Internal Revenue Service

2:05 p.m. - 2:15 p.m. – BREAK

2:15 p.m. - 3:15 p.m.
Important Implementation Issues to Consider
  • 409A – Teacher Contracts
  • Enrollment issues
  • Investment provider review issues
  • Contracting issues
  • Fiduciary issues
  • Understanding vendor charges and expenses
Speakers:
David Altimont, Lockton Dunning Benefits
Dudley Hyde, McAfee and Taft, PC

3:20 p.m. - 4:20 p.m.
Welfare Benefit Plan Update
Speaker:
Randy Fickel, Fulbright & Jaworski, LLP

4:20 p.m. – ADJOURNMENT
REGISTRATION FORM

First Name
Last Name
Title
Company
Address
City
State
Zip
Phone
Fax
Email
 
Registration fee:
SWBA Members - $160
Non-Members - $195
Attend & Join SWBA for 2008 - $285
 
Group Discount:
$145 Applicable to groups of 3 or more registering from the same company
 
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 LOCATION

CityPlace Conference Center
2711 North Haskell
Dallas, TX 75204
214-828-7050
PROGRAM SPONSORS
CANCELLATION POLICY

All refunds are subject to a $30 administration fee.

  • Full refund (less $30 fee) if cancelled by March 14, 2008
  • 50% refund (less $30 fee) if cancelled by March 28, 2008
  • NO REFUND if cancelled after March 28, 2008

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
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