|
2009 Schedule of Programs
| Date |
Topic |
Presenter |
| February 17, 2010 |
Cash Balance Plan Design
Registration Form |
Erica Peters and Kevin Wagner |
| April 5, 2010 |
Form 5500 Update (1/2 Day) |
Janice Wegesin |
| May 19, 2010 |
ESOPS for Newbies
|
Joni Jennings |
| June 23, 2010 |
403(b) Plan Audits
|
Barry Klein |
| August 18, 2010 |
Administrative Issues Associated with Rehires |
Robert Richter |
| September 15, 2010 |
Investment Advice and ERISA Section 408(b)(2) |
Tess Ferrera |
| November 17, 2010 |
Representing Clients in DOL and IRS Audits |
Panel |
| December 12, 2010 |
Legislative and Regulatory Update |
Ilene Ferenczy |
Past Events
2005 Events
2004 Events
2003 Events
2002 Events
2001 Events
2000 Events
1999 Events
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