Event: The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum covering various topics in retirement planning. The program includes an update on current legislative and regulatory initiatives, as well as guidance on issues in plan administration, compliance, and new practice trends. The conference will also feature a special session covering recent developments in fee disclosure and the state of tax reform.
Attendees consist of a diverse group of retirement plan professionals including accountants, actuaries, attorneys, plan administrators and Third Party Administrators (TPAs).
Journalists who cover personal finance, pensions or retirement will hear from industry experts and officials from the Internal Revenue Service (IRS) and Department of Labor (DOL). For more information, view the brochure.
Dates: May 21 – 22, 2012 (Monday – Tuesday)
Time: 8 am – 6 pm
- Washington/IRS Update – Issues and Trends in Retirement Planning (Monday, May 21)
Debra A. Davis, ASPPA, Arlington, VA
Andrew E. Zuckerman, Internal Revenue Service, Washington, D.C.
Monika Templeman, Internal Revenue Service, Baltimore, MD
- Keynote: Thoughts on Washington (Monday, May 21)
Brian H. Graff, ASPPA, Arlington, VA
- Defined Benefit/Contribution Combinations & Cash Balance Plans (Monday, May 21)
Thomas J. Finnegan, The Savitz Organization, Inc., Philadelphia, PA
- Fiduciary Issues & Department of Labor Update (Tuesday, May 22)
Lisa Scimeca, Department of Labor/EBSA, Philadelphia, PA
- Plan Termination Problems (Tuesday, May 22)
Ilene H. Ferenczy, Ferenczy & Paul, LLP, Atlanta, GA
- Administration & Special Rules in Multiple Employer Plans (Tuesday, May 22)
Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN
Radisson Plaza-Warwick Hotel
220 S 17th St. | Philadelphia, PA
RSVP: Media interested in attending the Mid-Atlantic Benefits Conference should contact Melinda Semadeni, Director of Media Relations, at email@example.com or (703) 516-9300 or register online here. For more information, view the brochure or website.
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