Please join us at the Los Angeles Chapter's

2009 Spring Summit
Click here to download pdf brochure

Click here to Register Now!

Staying Ahead of the Changing World of Pensions and Benefits

Thursday, April 30, 2009
8:30 A.M. - 6:00 P.M.
Pickwick Gardens Conference Center
1001 Riverside Dr.
Burbank, CA 91506

The 2009 Summit will provide plan sponsors and benefit professionals with information to keep their plans in compliance and up-to-date. Ten presentations by industry experts will provide useful information and helpful tips about ongoing and new requirements for employee benefit plans and executive compensation.

Continuing Education (CE) credits for JBEA, ASPPA, NIPA, NASBA, MCLE.

Schedule

8:00 – 8:30       Continental Breakfast & Registration

8:30 –8:45       Welcome and Introduction - Bruce Ashton - Reish Luftman Reicher & Cohen

8:45 –9:25       Opening Session

9:25 - 9:45         Legislative and Regulatory Updates in

Compensation and Benefits

9:50 – 11:05    Breakout Session I

                            a) DOL Update - Legal Action

                            b) 403(b) Regs and Compliance - Scott Harrison - One America

   c) 409A Rules and Regulations - Linda Griffey - O'Melveny & Myers LLP
        & Kurt Hallock - Computer Sciences Corp

11:05 – 11:20  Break

11:20 – 12:35  Breakout Session II

   a) IRS Compliance & Audit  - Kevin Masushige - IRS & Marty Heming - Reish Luftman Reicher & Cohen

   b) Retirement Plans - Investment Issues in a Declining Market Mike Anderson - Finestone Partners/Raymond James

   c) FMLA - The New Way of Doing Business - Ron Cooke - Nossaman LLP

12:35 – 2:00    Luncheon, Keynote Presentation - Politics and Pensions
                      

2:00 – 3:15      Breakout Session III

   a) ERISA - Litigation Review  - Alex Brucker - Brucker & Morra

   b) Defined Benefit Plans - Rules & Regs - Harold Loeb - Buck Consultants  & Newell Kimlin - IRS

   c) Protecting Participants - Fiduciary Issues  - Jason Roberts - Reish Luftman Reicher & Cohen

3:15 – 3:30    Break

3:30 – 4:45      Breakout Session III

  a) Fiduciary Practices - Study Panel  - Jason Roberts - Reish Luftman Reicher & Cohen

  b) 401(k) and Cash Balance Plan Designs and Solutions - Holly Scott - The Senex Group

4:45 - 6:00     Cocktail Party – Latest Developments in Networking and Socializing

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For more information contact

Chair - Mary Kotzman, L/B/W Insurance and Financial Services, Inc. maryk@lbwinsurance.com

President - Bruce Ashton,  Reish Luftman Reicher & Cohen bruceashton@reish.com
 

Sponsorship Opportunities for 2009 are still available  Click here for more information

A Special Thanks to our 2009 Spring Summit Sponsors