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 24 – July 27, 2011

Agenda Highlights:

• Washington Update (July 25)
     Joe Canary, U.S. Department of Labor, Washington, DC
     Brian H. Graff, CEO & Executive Director, ASPPA, Arlington, VA
     Andrew Zuckerman, Internal Revenue Service, Washington, DC
• Fee Disclosure: The End of Hide & Go Seek (July 25)
    Joe Canary, U.S. Department of Labor, Washington, DC
    Jeffrey Clayton, Callister Nebeker & McCullough, SLC, UT
• Investment Regulatory Update—Fiduciary Duty Revisited (July 25)
• Department of Labor Update (July 25)
     Michael L. Davis, Deputy Asst. Secretary, EBSA, U.S Department of Labor, Washington, DC
• Target Date and Stable Value Funds Overlooked for Too Long (July 26)
     Mark A. Davis, CAPTRUST Financial Advisors, Westlake Village, CA
     Michael J. Malone, MJM401k, Phoenix, AZ
• Fee Disclosure: Plan Sponsor to Participants (July 26)
• Economic Forecast (July 26)
     David Walker, Former Comptroller General of the United States; CEO, Comeback America
• Cash Balance Plans– Hybrid Regulations (July 27)
     Kevin Donovan, Pinnacle Plan Design, LLC, Tucson, AZ
     Thomas Finnegan, The Savitz Organization, Inc., Philadelphia, PA and ASPPA President
• IRS Q&A – Defined Contribution & Defined Benefit Plans (July 27)
     Ilene Ferenczy, Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA 
     David  Heap, Fennemore Craig, PC, Phoenix, AZ
     Craig Hoffman, General Counsel & Director of Regulatory Affairs, ASPPA, Arlington, VA
     Rhonda Migdail, Internal Revenue Service, Washington, DC
     Martin L. Pippins, Internal Revenue Service, Washington, DC
     Andrew Zuckerman, Internal Revenue Service, Washington, DC

Location:
Bellagio 
3600 Las Vegas Boulevard South| Las Vegas, NV 89109
Tel: 888.987.6667

RSVP: Media interested in attending the Western Benefits Conference should contact Melinda Semadeni, director of media relations, msemadeni@asppa.org (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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