Date |
Speaker |
Presentation |
File Format |
2008 Speaker Presentations
|
| 11/11/08 |
David Levine, Groom Law Group |
Fundamentals of Qualified Plan Design |
|
| 10/14/08 |
Susan Hoffman, Littler Attorney |
Counseling in the Post-Enron World & Handout Standard of Ethics for the Employee Benefits Practitioner |
|
| 9/09/08 |
Pamela Perdue, Attorney, Summers Compton |
|
|
6/10/08 |
Jean A. Young, Vanguard Center for Retirement Research |
Recent developments in automatic savings programs |
|
| 4/08/08 |
Sherry Brackney, U.S. Department of Labor |
A Look at Employee Benefit Plan Fees |
|
2/12/08 |
Daniel L. Hogans, Morgan, Lewis & Bockius, LLP |
1. Section 409A Compliance –
The Way Forward in 2008
2. Pension & Benefits - 10 Tips Article
3. Dealing with Separation Pay under Section 409A |
|
| 2007 Speaker Presentations |
6/12/07 |
Chris Mayer, White Horse Advisors |
Creating Lifetime Income in 401(k) Plans |
|
| 4/10//07 |
Roy Ranthum, President HSA Consulting Services, LLC |
Recent & Future Developments for Health Savings Accounts |
|
| 2/13/07 |
Robert M. Kaplan, McKay Hochman Co., Inc. |
Update to IRS Correction Programs |
|
| 12/13/05 |
Cathy Ivancic, Workplace Development, Inc. |
Communicating a Change in
Benefits: Helping Employees
“Tune in” to the Change |
|
| 3/13/07 |
Jim Reynolds, Mercer |
The Emerging Global Pandemic - Human Resource Implications |
|
| 2006 Speaker Presentations |
| 11/14/06 |
Robert M. Richter,
SunGard Relius |
EGTRRA Restatements and the New IRS Remedial Amendment Program |
|
| 10/10/06 |
Al Otto, White Horse Advisors |
The Nuts & Bolts of 401(k) Fees
Presentation & Article |
|
| 2005 Speaker Presentations |
| 9/13/05 |
Vankapen Financial Advisors |
StorySelling for Financial Advisors |
|
| 9/13/05 |
Scott Campbell, Department of Labor |
Surviving a DOL Audit and DOL
Focus on Remittance of Employee
401(k) Contributions |
|
| 9/13/05 |
J. Robert Treanor, CEBS |
Social Security Reform |
|
| 9/13/05 |
David T. Allen, M.D., M.P.H.
Founder
FitLouisville |
Health Care
Cost Drivers |
|
| 4/12/05 |
Harold J. Ashner,
Keightley & Ashner LLP |
The Pension Benefit
Guaranty Corporation
Past, Present, Future |
|
3/8/05 |
Dale Whitney, UPS |
21st Century Employer Health Care Strategy |
|
| 2/8/05 |
Harry Pickens |
THRIVITUDE - In Tune with the Possible |
|
| 1/25/05 |
Allison M. Stempler, Frost, Brown & Todd |
Current Qualified Plan Topics - Sub-Council |
|
| 2004 Speaker Presentations |
12/14/04 |
Douglas B. Frederick, Mercer |
Supplemental Executive Retirement Programs (SERPs) - The Ten Million Dollar Perquisite |
|
6/22/04 |
Anita M. Spencer, The Flex Company of America, Inc. |
Section 125 Cafeteria Plans - A Year (or Two) in Review |
|
11/23/04 |
Michael Reilly, MacKenzie & Peden PSC |
Subrogation Causes in Health Plans - Sub-Council |
|
