| Correction Programs for 403(b) Plans |
Gulf Coast Area Conference, Employee Benefits for Exempt & Government Entities |
2005 |
| Handling IRS and Department of Labor Audits of Employee Benefit Plans |
American Bar Association, Joint Committee on Employee Benefits |
|
| HIPAA Privacy Issues for Employers |
Austin Corporate Council Seminar |
|
| Employee Classification Issues |
Bank One Small Employer’s Morning Lecture Series |
|
| Retirement Plan Design After EGTRRA |
Brazos Valley Estate Planning Council, |
|
| Employee Benefit Issues in Mergers and Acquisitions |
Dallas Bar Association, Corporate Section |
|
| Here We Go Again, An Overview of the Changes Under EGTRRA, Tax Executives |
Dallas Bar Association, Employee Benefits Section |
|
| Qualified Plans Under Fire - Preparing for and Handling an IRS Audit/Statutory and Administrative Remedial Procedures |
ERISA Study Group |
|
| Current Issues in Paperless Administration |
Employee Benefits in Texas |
|
| Amending Retirement Plans after the Small Business Job Protection Act of 1996 |
Employee Benefits in Texas |
|
| 401(k) Nondiscrimination Testing after the Small Business Job Protection Act of 1996 and the Tax Reform Act of 1997 |
Employee Benefits in Texas |
|
| Nuts and Bolts of 401(k) Plans |
Lorman Group |
|
| The Lifecycle of Plan/Vendor Relations and Common Administrative Tips and Traps |
Southwest Benefits Association Intermediate Skills Conference, |
|
| Legislative Update: What's Congress Going to do Next?, |
outhwest Benefits Association Intermediate Level Training Program |
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