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Click here to Register This year's Spring Summit was a tremendous success, thanks to the participation of our outstanding presenters. To download the handouts from the presentation, please click on the title of the presentation below.
Dancing with the Experts Wednesday, April 30, 2008
The 2008 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. Schedule 8:00 – 8:30 Continental Breakfast & Registration
8:30 –8:45 Welcome and Introduction to Spring Summit
8:45 –9:25 Opening Session - Education Mambo - An obligation to educate? presented by Steve Vernon
9:25 - 9:45 Dirty Dancing - Legislative and Regulatory Updates in Compensation and Benefits, presented by Don Meaders, John Heber and Michelle M. Stimson, Manatt, Phelps & Phillips
9:50 – 11:05 Breakout Session I a) DB/DC Beginning Dance - Basics of DB/DC design, presented by Jay Luber, Louis Kravitz & Associates b) DOL Disco - DOL Update and Panel, presented by Crisanta Johnson, U.S. Dept of Labor and Marty Heming, Reish Luftman Reicher & Cohen c) Choreography of a 401(k) plan - 401(k) plan design updates, presented by Barbara Schwartz, Consult BJS and Mike Durham, Majestic Realty Co d) Fiduciary Foxtrot - Fiduciary Issues for Plan Sponsors presented by Ron Cooke, Countrywide and Mark Davis, Kravitz
11:05 – 11:20 Break 11:20 – 12:35
Breakout Session II presented by Guy Hocker, Benefit Planning & John Reynerston, John Hancock b) Waltzing with Compliance - IRS & Compliance & Audit presented by Alex Brucker, Brucker & Morra and Nick White, Reish Luftman Reicher & Cohen c) Paso Doble Practice - Participant Education presented by Lori Meaders, Southern California Edison and Mary Felkner, Diversified Investment d) Healthcare Hip Hop - Health Care Legislative Issues for California presented by Kent Crawford, The Rule Group
12:35 – 2:00
Luncheon, Keynote Presentation
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Dr. Keith
Richman, is a former 3 time CA state legislator from Southern
California. He is a physician and entrepreneur. During his time in Sacramento
he was involved with most of the state initiatives involving pensions, the
retirement system and healthcare. He will be speaking on retirement and
healthcare 2:00 – 3:15 Breakout Session III a) Health & Welfare Jazz Dance - Basics of Health & Welfare Plans presented by Kent Crawford, The Rule Group b) The "LEGAL" Quickstep - ERISA Case Law presented by Summer Conley and Matthew Eastus, O'Melveny & Myers LLP c) PPA Polka - PPA - A Year in Review presented by Norm Yamamoto, Buck Consultants and Newell Kimlin, IRS d) The 409A Salsa Handout 2- 409A 409A Rules & Regs presented by Linda Griffey, O'Melveny & Myers LLP and Kurt Hallock, Computer Sciences Corp.
3:15 – 3:30 Break
3:30 – 4:45
Breakout Session IV - The Last Dance moderated by Bruce Ashton, Reish Luftman Reicher & Cohen
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 - Michael Anderson, REACH Financial Group, LLC
michael.anderson@raymondjames.com A Special Thanks to our Spring Summit Sponsors Sponsorship Opportunities for 2008 are still available Click here for more information
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2008 Spring Summit
