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