ASPPA and WP&BC Host Western Benefits Conference
MEDIA ADVISORY
Event: The Western Benefits Conference is a conference where retirement, health, welfare and benefits professionals meet to discuss regulatory, legislative, and administrative issues in the retirement arena with private sector professionals and government officials.
Reporters who cover personal finance, retirement, taxes, financial planning, or benefits 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 Western Pensions & Benefits Conference (WP&BC) focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative topics. For details on the conference sessions view the brochure.
Date: July 16 – July 18, 2012
Agenda Highlights:
• Washington Update (July 16)
Brian H.Graff, ASPPA, Arlington, VA
Kristen L. Zarenko, US Department of Labor, Washington, DC
Andrew E. Zuckerman, Internal Revenue Service, Washington, DC
• Tour of Public Pension Reform (July 16)
William B. (Flick) Fornia, Pension Trustee Advisors, Inc., Centennial, CO
• Have You Done Your 408(b)(2) Disclosures? (July 16)
Brent Petty, Northwest Capitol Management, Portland, OR
Sheldon H. Smith, Bryan Cave, Denver, CO
• Cash Balance and Defined Benefit Document Issues (July 16)
Kevin J. Donovan, Pinnacle Plan Design, Tuscan, AZ
Richard A. Hochman, McKay Hochman Company, Inc., Butler, NJ
• Ethical Dilemmas (July 17)
Ilene H. Ferenczy, Ferenczy + Paul LLP, Atlanta, GA
Adam C. Pozek, ERISA Consultants, Salem, NH
• Lifetime Income (July 17)
Martin Schmidt, HS2 Solutions, Inc., Palatine, IL
• ERISA Litigation Update (July 17)
Joseph C. Faucher, Biddle & Reath, Los Angeles, CA
• New EPCRS Procedures (July 17)
Avaneesh Bhagat, Internal Revenue Service, Washington, DC
Sherrie M. Boutwell, Boutwell Fay, Irvine, CA
•Keeping Up with Participant Notices, What’s a Plan Sponsor to Do? (July 17)
Craig P. Hoffman , ASPPA, Arlington, VA
• Keynote Speaker — Fixing Social Security (July 17)
Brendan O’Farrell, FSPA, CPC. Spectrum Pension Consultants, Inc., Tacoma, WA
• The 401(k) Questionnaire and the Future Targets of IRS Audits (July 17)
Richard A. Hochman, McKay Hochman Company, Inc., Butler, NJ
Monika A. Templeman, Internal Revenue Service
• Multiple Employer Plans (MEPs) (July 18)
Adam C. Pozek, DWC ERISA Consultants, Salem, NC
Robert J. Toth Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN
• Pros and Cons of Target Date Funds (July 18)
Toni L. Brown, Mercer, San Francisco, CA
• Dealing with Directed Investments, 404(c) Compliance & Fee Disclosure (July 18)
Craig P. Hoffman, ASPPA, Arlington, Va
• Questions & Answers with the Regulators — Defined Contribution (July 18)
Craig P. Hoffman, ASPPA, Arlington , VA
Monika A. Templeman, US Department of Labor, Washington, DC
Andrew Zuckerman, Internal Revenue Service, Washington , DC
• Questions & Answers with the Regulators —Defined Benefits (July 18)
Joseph A. Nicholas, McCloud & Nichols, Inc., Liberty, MO
Michael W. Spaid, Internal Revenue Service, Seattle, WA
Locations:
Conference
Washington State Convention and Trade Center
800 Convention Place | Seattle, WA 98101-2350 | Tel: 206.694.5030
Hotel
Grand Hyatt Seattle
721 Pine Street | Seattle, WA 98101| Tel: 206.774.6300| Fax: 206.774.6311
RSVP: Media interested in attending the Western 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 WBC—view the brochure or www.westernbenefits.org/
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