ASPPA & IRS Host Northeast Area Benefits Conference in Boston & NYC

Melinda | July 7, 2010 | 0 Comments



The Northeast Benefits Conference is a regional conference where retirement professionals and government officials meet to discuss regulatory, legislative, and administrative issues in the retirement arena. Journalists who cover personal finance, retirement, taxes, or financial planning will hear from practitioners and national representatives from the U.S. Department of Treasury, Department of Labor (DOL), Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PGGC).

Date & Time:
July 12, 2010 (Boston)
July 13, 2010 (New York City)
8am – 5:15pm

 Agenda Highlights Include:
• Washington Update & ERISA Litigation Update
     Frederick A. Brodie, Pillsbury Winthrop Shaw Pittman LLP, NY
     Craig P. Hoffman, ASPPA
     Nathaniel Spiller, U.S. Department of Labor, DC (Boston)
     Elizabeth Hopkins, U.S. Department of Labor, Washington, DC (NYC)
• ACT Report Recommendations on Changing the Determination Letter Program   
    Donald J. Kieffer, Jr., Internal Revenue Service, NJ
    Marcia S. Wagner, The Wagner Law Group, P.C., MA
• Issues in IRS Examination and Rulings or Agreements
     Monika A. Templeman, Internal Revenue Service, Baltimore, MD
     Andrew E. Zuckerman, Internal Revenue Service, Washington DC
• Participant Directed Plan Update: Investment Advice, Default Investments & Fees
• A View from the PBGC’s Window
• 5500 Schedule C Disclosure and Electronic Form 5500 Filing
• Ethics in Representing Employee Benefit Plans
• Achieving Parity for Same-Sex Spouses and Domestic Partners in Retirement Plans


Omni Parker House  (July 12)
60 School Street, Boston, MA 02108
Phone: 888.444.OMNI (6664)

Millennium Broadway Hotel  (July 13)
145 West 44th Street, New York, NY 10036
Phone: 800.622.5569

Media interested in attending the Northeast Area Benefits Conference should contact Melinda Semadeni, director of media relations, [email protected]  or (703) 516-9300 for registration. For more information on NEBC—view the brochure here. or visit .


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