Sponsored by the SouthWest Benefits Association and the Internal Revenue Service, this one-day workshop features presentations by leading legal experts in the field of employee benefits law, as well as representatives from the IRS.
McAfee & Taft employee benefits attorney Dudley Hyde will be one of the featured guest speakers.
Workshop topics include:
- 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 comliant in the new world of 403(b)
* 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
- 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
- Important Implementation Issues to Consider
* 409A - Teacher Contracts
* Enrollment issues
* Investment provider review issues
* Contracting issues
* Fiduciary Issues
* Understanding vendor charges and expenses
- Welfare Benefit Plan Update
Founded in 1975, the 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 welfare consulting.
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