SWBA Plan Administrator Skills Workshop 2011 — Oklahoma City

Sponsored by the SouthWest Benefits Association and the Internal Revenue Service, this one-day workshop features presentations by leading experts in the field of employee benefits law, as well as representatives from the IRS.

McAfee & Taft employee benefits attorney Mary Steichen will be one of the featured speakers.

Workshop topics include:

  • IRS’ efforts in the employee plan compliance and enforcement group
  • IRS’ current "critical priorities" for employee plans
  • Targeted industries and issues for an employee plan compliance check or audit notice
  • Policies and procedures for audit preparedness
  • Self-correction and voluntary-correction procedures
  • Dealing with the new claims rules: IROs and paying claims while appeals are pending
  • Wellness program implementation: Practical tips
  • How to handle voluntary continued medical benefits
  • Breach notification and Business Associates
  • Protecting individual identifying information
  • Mental health parity
  • Cafeteria plan rules
  • Recent HCR guidance

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.