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Topic: IRS / DOL update in May or June

PAST EVENTS:

Prohibited Transactions

Sheldon H. Smith, APM
Holme Roberts & Owens, LLP

Time & Date:
Thursday, October 22, 2009
8:00 a.m. - 12 p.m.
(Provides 4 Credit Hours)

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ERISApalooza

Sal Tripodi, JD, LLM
Tri Pension Services

Time & Date:
Tuesday, September 29, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 4:30 am Presentation
(Provides 7.5 Credit Hours)
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How to Fix a Broken Plan

David A. Guadagnoli, Esq
Sullivan & Worcester LLP

Time & Date:
Thursday, May 14, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)
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ERISA Litigation Update - An update from the front lines

Stephen Rosenberg, Esq
The McCormack Firm, LLC                                                                           

Time & Date:
Wednesday, January 14, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

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Highlights of the ASPPA Annual Conference

Robert M. Kaplan, CPC, QPA, APA
ING                                                                                Sponsored By:

Time & Date:
Wednesday, November 19, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 11:00 am Presentation
(Provides 3 Credit Hours)

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DB Topics -
        Current Trends and Plan Administration

Ed Ryan, CFA
Diversified Investment Advisors         

Hal Tepfer, MSPA, EA

Time & Date:
Thursday, September 25, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

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Employee Benefit Plans -
        A unique Audit Challange

Jerry A. Anderson, CPA
Tofias PC                                                                                Sponsor

Time & Date:
Tuesday, August 12, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

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5500 Update and Plan Audits

Janice M. Wegesin, CPC, QPA
JMW Consulting, Inc, Petoskey, MI                                Sponsored By:

Time & Date:
Thursday, May 15, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 11:00 am Presentation
(Provides 3 Credit Hours)
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Retirement Plan Industry Update

Presented by Ilene H. Ferenczy, Esq., CPC     Sponsored By:
Law Offices of Ilene H. Ferenczy, LLC

Time & Date:
Tuesday, April 29, 2008
8:00 - 8:15 am Registration and Continental Breakfast
8:15 - 11:00 am Presentation
(Provides 3 Credit Hours)
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The Alphabet Soup of Automatic Enrollment

Presented by Adam Pozek, QKA, QPFC
Sentinel Benefits Group, Inc.

Time & Date:
Tuesday, March 25th, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)
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Plan Terminations: Case Studies and Real World Examples

Presented by David A. Guadagnoli, Esq.
Sullivan & Worcester LLP

Thursday, February 28th, 2008
8:00 - 10:00 am
(Provides 2 Credit Hours)

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ASPPA Annual Conference Highlights

Presented by Adam Pozek, QKA, QPFC,
Sentinel Benefits Group, Inc.
Thursday, November 29, 2007
8:15 a.m. - 11:00 a.m.

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Defined Benefit Plans

Presented by:
Hal Tepfer, MSA, EA, and
Scott Boulay, ASA, EA, MAAA

A presentation and then round-table discussion regarding DB Plans
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Full Day ERISA Workshop

Presented by Sal Tripodi,
President, Tri Pension Services
Wednesday, April 25, 2007 8:30 a.m-4:30 p.m