2005 Schedule of Programs

Date Topic Presenter
June 10, 2005 Estate Planning for Retirement Plan Proceeds Marty Silfen
June 16, 2005 Joint Meeting with WEB Atlanta.
What's New at the Department of Labor?		 Shannon Davis
July 21, 2005 Plan Audit Requirements and Issues Barry Klein
September 2005 Retirement Plans for Non-Profit Organizations (403(b) and 457)
More Details		 Earle Garvin/
John Hartness
November 18, 2005 Investment Fiduciary Responsibility in Today's Regulatory Environment
More Details		 Donald B. Trone, AIFA
December 15, 2005 The (Proposed) Brave New World of Roth 401(k)
More Details		 Adam C. Pozek, QKA, RHU, REBC

Past Events

2004 Events

2003 Events

2002 Events

2001 Events

2000 Events

1999 Events