ASPPA & IRS to Hold 2012 Great Lakes Benefits Conference
MEDIA ADVISORY
Event: The Great Lakes Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning. A diverse group of retirement plan professionals—including accountants, actuaries, attorneys, plan administrators and Third Party Administrators (TPAs)—join industry experts and regulatory officials to discuss the latest legislative and regulatory activity, as well as industry and practice trends.
The conference will also include a special focus on tax reform and the upcoming Presidential election.
Journalists who cover personal finance, pensions or retirement will hear from top-level practitioners and officials from the Internal Revenue Service (IRS) and Department of Labor (DOL).
For more information, view the brochure.
Dates: June 21-22, 2012 (Thursday – Friday)
Time: 8 am – 6pm
Agenda Highlights:
- Washington Update – Impact of Tax Reform & Presidential Election (Thurs., June 21)
Craig P. Hoffman, ASPPA, Arlington, VA
Monika A. Templeman, Internal Revenue Service (IRS), Baltimore, MD
Jeffrey J. Turner, Department of Labor (DOL), Washington, D.C.
Andrew E. Zuckerman, Internal Revenue Service (IRS), Washington, D.C. - Lunch Session with Phyllis C. Borzi (Thurs., June 21)
Phyllis C. Borzi, Department of Labor (DOL), Washington, D.C. - The 401(k) Questionnaire, ACT Report & Other Enforcement Issues (Thurs., June 21)
Janice M. Gore, Internal Revenue Service (IRS), Waukesha, WI
Kathryn J. Kennedy, The John Marshall Law School, Chicago, IL
Monika A. Templeman, Internal Revenue Service (IRS), Baltimore, MD - DOL Enforcement Update, Including Audit of Auditors (Fri., June 22)
Steve L. Haugen, EBSA, Department of Labor (DOL), Chicago, IL
Moderator: Janice M. Gore, Internal Revenue Service (IRS), Waukesha, WI - Identifying Fiduciaries & Complying with Service Provider/Fee Disc. Rules (Fri., June 22)
W. Walden Lloyd, Callister Nebeker & McCullough, Salt Lake City, UT
Jeffrey J. Turner, Department of Labor (DOL), Washington, D.C. - Lunch Speaker: Mark Iwry– Lifetime Income Streams (Fri., June 22)
Mark Iwry, Department of Treasury (DOT), Washington, D.C. - MEPs—Possibilities & Perils (Fri., June 22)
S. Derrin Watson, SunGard, Goleta, CA
Moderator: Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN
Location:
Hotel Allegro
171 West Randolph Street | Chicago, IL 60601 | (800) 643.1500
RSVP: Media interested in attending the Great Lakes Benefits Conference should contact Melinda Semadeni, Director of Media Relations, at msemadeni@asppa.org or (703) 516-9300 or register online here. For more information, view the brochure or website.
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Category: Events
