CONFERENCE AGENDA

There are 9 hours of continuing education available.

THURSDAY – MAY 15 ^th

12:30 PM – 1:20PM
401(k) Fees & The New Disclosure Mandates
Craig Hoffman
Vice President and General Counsel
SunGard Relius LLC
Jacksonville, Florida

1:30 PM – 2:20 PM, Break Out Session
Issues Commonly Discovered in a DOL Audit
Steve Eischen
Regional Director
Department of Labor/EBSA
Kansas City, MO

Automatic Enrollment – The New Frontier
Joan McDonagh
Manager 401(k) Technical Resources
Great-West Retirement Services
Glendale, Wisconsin

2:30 PM – 3:20 PM
Examinations Update
Craig Bellanger
Gulf Coast Area Manager, Employee Plan Examinations
Internal Revenue Service
New Orleans, Louisiana

3:30 PM – 4:20 PM, Break Out Session
Counting Compensation After Severance
Craig Hoffman
Vice President and General Counsel
SunGard Relius LLC
Jacksonville, Florida

Meeting Your Fiduciary Responsibilities
Joan McDonagh
Manager 401(k) Technical Resources
Great-West Retirement Services
Glendale, Wisconsin

4:30 PM – 5:20 PM
DOL EBSA Regulatory Update
Bradford Campbell
Assistant Secretary
Employee Benefits Security Administration
U.S. Department of Labor
Washington, D.C.

Friday – MAY 16 ^th

7:30 AM
Breakfast

7:55 AM – 8:45 AM
Industry Trends-Big News Current and Future
Nancy Webman
Editor
Pensions & Investments
Chicago, Illinois

9:00 AM – 10:15 AM
The Importance of Selecting the Right Plan Default Investment
(How to Properly Select a QDIA)
Bruce Ashton
Partner
Reish Luftman Reicher & Cohen
Los Angeles, California

10:30 AM – 12:00 PM
Roundtable Session
All Speakers

12:00 PM
End of Conference