ASPPA & IRS Host Benefits Conference in Boston & New York City

| July 7, 2011 | 0 Comments


Event: The Northeast Area 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), and the Internal Revenue Service (IRS).

The program co-sponsored by the American Society of Pension Professionals & Actuaries (ASPPA) and the IRS focuses on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics. For details on workshop topics view the brochure.

Monday July 11, 2011 (Boston)
Tuesday July 12, 2011 (New York City)

Time: 8am – 5:15pm

Agenda Highlights:

Washington Update & IRS Update
      Craig P. Hoffman, Director of Regulatory Affairs & General Counsel, ASPPA
      Monika A. Templeman, IRS, Baltimore, MD
      Andrew E. Zuckerman, IRS, Washington, DC
• DOL Update
    Boston: Mary Rosen, U.S. Department of Labor, Boston, MA
    New York: Michael Del Conte, U.S. Department of Labor, Washington, DC
    New York: Mark Seidel, U.S. Department of Labor – EBSA, New York, NY
• Ethics and Professionalism for Practitioners Working With Qualified Plans
• Current Litigation Trends: How do I Reduce My Financial Exposure?
• 401(a) Governmental Plans
• Retirement Plan Audits— CPA’s Point of View
• Defined Benefit Funding Issues
• Cash Balance Plans after PP A
• Fee Disclosure
     Stephanie Napier, Vanguard, Valley Forge, PA
     Boston: Mary Rosen, U.S. Department of Labor, Boston, MA
     New York: Michael Del Conte, U.S. Department of Labor, Washington, DC

July 11, 2011:  Taj Boston |15 Arlington Street Boston, MA 02116 | Tel: 617.536.5700
July 12, 2011:  Crowne Plaza Times Square |1605 Broadway New York, NY 10019 | Tel: 888.233.9527

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


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