Benefits Conferences

List of Topics and IRS/Treasury Speakers Involved

as of 9/21/07
Completed Benefits Conferences
SWBA/IRS 17th
20th Annual Annual Employee
Cincinnati Benefits
Benefits Employee 2007 Northeast 2007 Great Lakes 2007 Mid-Atlantic 2007 Los Angeles Conference for
Conference of Benefits Area Benefits Benefits Benefits Benefits Practitioners and
the South Conference Conference Conference Conference Conference Plan Sponsors
Web site link

for further
2007 BCOS 2007 CEBC 2007 NEBC 2007 GLBC 2007 MABC 2007 LABC 2006 SWBA
information

Dates
9/20/07 - 9/21/07 6/14/07 - 6/15/07 6/7/07 - 6/8/07 5/3/07 - 5/4/07 4/26/07 - 4/27/07 1/25/07 - 1/26/07 11/15/06 - 11/16/06
Boston, MA &
Location
Atlanta, GA Cincinnati, OH New York, NY Chicago, IL Philadelphia, PA Universal City, CA Dallas, TX
Topic/Speaker

IRS National What's New at

Office Update - Washington the IRS?- Current
Current Projects Legislative & IRS Projects & IRS Voluntary
and Enforcement Regulatory Enforcement Legislative and Correction Washington IRS National Office
Initiatives Update Initiatives Regulatory Update Update Update Presentation
Bellanger, Zuckerman,
Templeman, Pippins and Templeman and Pippins, Hoffman Grant, Reeder
Zuckerman Holland Zuckerman (Counsel) Kahn (Treasury) Grant, Bellanger

How to Fix EPCRS Update - Voluntary Plan

Common Errors What Has Changed Corrections: IRS
(Case Studies in After Rev. Proc. and DOL
EPCRS) EPCRS 2006-27 Perspective EPCRS EPCRS Topic

Bond Kahn Kahn Kahn Bhagat, Masushige Bond

How to Conduct National IRS EP Examinations

a Compliance Examination IRS and DOL and Enforcement EP Examinations/
Audit Program Update Examinations Exams Update Activities Audit
Bailey-Funk,
Bellanger Templeman Templeman McClernan Patton Bellanger
Case Studies -
DB Plan Design PPA Funding, DB Funding
& Operation After Deduction Limits Issues After the
PPA and Other Issues New Legislation
Holland Pippins, Milling Holland, Kimlin
Welcome to the
World of PPA -
Defined Benefit
Style Actuarial Session
Holland Holland, Kimlin
Hot Topics for
Case Studies - Recent Guidance 401(k) Plans,
Automatic DC Plan Design on 401(k) Plans Including Roth
Enrollment & & Operation After 401(k) Plan Design and Roth 401(k) 401(k)
QDIAs PPA Overview Provisions Developments
Mojiri-Azad Mojiri-Azad
Pippins Pippins Hoffman (Counsel) (Counsel) (Counsel), Pippins
Document
Updates, FDLs
Case Studies - and Related
Defined Benefit DB/Cash Balance Employee
Hot Topics for Funding Rules PPA - At Risk - Are They Really Communications
DB Plans After PPA Plans Back? Issues
Pippins Holland Milling Holland Holland
Welcome to the Pension Plan
Cash Balance World of PPA - Cash Balance Update - Defined
Plans - Hybrid Defined Plans: Post PPA Benefit and Cash
Vehicles that Get Contribution and Recent Court Balance Plans
Great Mileage Style Decision Analysis after PPA 2006
Pippins Pippins Pippins Pippins
403(b) & 457
Plans for Tax-
Exempt
Employers -
Update on
403(b) Exam and Guidance & Living with the
Regulatory Examination (Relatively) New
Update Activity 403(b) Regulations
Architect Architect Press
General IRS
Guidance
Pippins, Mojiri-Azad
(Counsel)
Changes to 415 -
Welfare Plan Final and
Updates Proposed

Purcell (Counsel),
Knopf (Treasury) Holland, Kimlin
Plan Document
Update (EGTRRA
Restatements,
Interim
Amendments, EGTRRA
Defining Groups Remedial Retirement Plan
in Cross-Tested Amendment Issues from the
Plans) Period PPA 2006
Pippins Kieffer Pippins
Current Issues
under Code
Section 409A Non-Qualified Non-Qualified
Non-Qualified Deferred Deferred
Deferred Compensation and Compensation Administrative and
What's New with Compensation Codes Section Developments/ Design Issues
409A 409A Arrangements 409A Compliance 409A Under 409A 409A

Hogans (Treasury) Hogans (Counsel) Schmidt (Counsel) Hogans (Treasury) Hogans (Treasury) Hogans (Treasury) Hogans (Treasury)
IRS Updates -
Local Initiatives,
the
Staggered Determination
Remedial Letter Program Living with the
Amendment and Recent and Remedial
Periods and Other Upcoming Amendment
Document Issues Guidance Period
Zuckerman Jones, Pippins, Bell Pippins
Health & Welfare -
Covering Tax and
Title I Issues
Including HIPPA
Beker (Counsel)
IRS Local Office IRS Agents Hot
IRS Q&A Presentation Topics IRS Q&A
Bellanger, Bond, Bhagat, Holland,
Templeman, Fedders, Weber, Pippins, Mojiri-Azad
Zuckerman Noe and Bell TBD (Counsel)
Ask the Experts:
Ask the Experts Q&A Ask the Experts Ask the Experts
Holland and
Pippins Dolce Pippins Holland, Pippins