Webinars & Seminars

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.