| IRS Focuses on Abusive Practices |
SWBA/IRS Annual Employee Benefits Conference for Practitioners and Plan Sponsors |
2003 |
| IRC 457 Plans - Updates and Observations |
SouthWest Benefits Association/Internal Revenue Service Gulf Coast Area Conference |
2003 |
| Moderator |
SouthWest Benefits Association/Internal Revenue Service Plan Administrator Skills Workshop |
2003 |
| Current Electronic Administration Distribution and Loan Issues |
Comerica Securities and Whitley Penn 5th Annual Seminar on Employee Benefit Plans |
2002 |
| Highlights of Current Guidance for Executive Compensation, Retirement, and Health Plans |
Texas Compensation and Benefits Conference |
2002 |
| New Rules for Rollover Distributions |
Texas Society of Certified Public Accountants/Fort Worth Chapter |
2002 |
| 404(c) - Keys to Complying |
4th Annual Seminar on 401(k), Profit Sharing, and Employee Benefit Plans |
2001 |
| Valuation Issues in ESOPs |
Business Brokers Network Conference |
2001 |
| Current Trends in Bank Executive Compensation |
Independent Community Bankers of America Subchapter S Seminar |
2001 |
| Employee Stock Ownership Plans |
Independent Community Bankers of America Subchapter S Seminar |
2001 |
| Hardships, Loans, and Distributions |
SouthWest Benefits Association/Internal Revenue Service Plan Administration Skills Workshop |
2001 |
| Retirement Plan Design for 2002 |
Texas Society of CPAs/Ft. Worth Chapter |
2001 |
| ERISA Preemption of State Law Claims |
Dallas Bar Association North Dallas Friday Clinic |
2000 |
| More is Finally Better - New Retirement Planning Opportunities |
Dallas Bar Association North Dallas Friday Clinic |
2000 |
| Recent Legislation Affecting Employee Benefits |
Dallas Benefits Society |
2000 |
| ERISA Legislative Update |
Employee Benefits/Executive Compensation Section |
2000 |
| Defined Contribution Plan Administration |
SouthWest Benefits Association/Internal Revenue Service Plan Administration Skills Workshop |
2000 |
| Recent Legislation Affecting Employee Benefits |
Tarrant County ERISA Group |
2000 |
