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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 3 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
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