With all of this going on, stay up-to-date on developments affecting you and your clients while earning up to 16 ASPPA, ERPA and JBEA CPE credits - including 1.5 Ethics CPE credits! CLICK HERE to view additional credits available. Get the latest updates on regulatory, legislative, administrative and actuarial topics with not-to-be-missed sessions and many more. We know it will be a rewarding experience with ample opportunities for education, CE credit, networking, rubbing elbows with government officials and bonding with colleagues.

You’ll enjoy our laid-back Southern hospitality, too. We’ll provide plenty of time for you to meet IRS and DOL representatives, TPAs, actuaries and CPAs in casual settings. It’s a collegial group, and we talk about the same questions and concerns you deal with every single day. If you’ve never attended BCOS, please join us this year. You’ll be glad you did.

________________________________________________________________________________


THURSDAY, MAY 17
7:00 a.m. – 8:00 a.m. Registration and Continental Breakfast

8:00 a.m. – 9:55 a.m. General Session 1: Washington Update
How will developments in the Nation’s Capitol influence the design and administration of retirement and other benefit plans? What will be the impact of the new fee disclosure rules, the SEC’s proposal to cap 12b-1 fees, and expected cash balance regulations? What additional developments should be expected? Join us as issues of great concern to retirement plan professionals are addressed.
Debra A. Davis, Assistant General Counsel / Director of Government Affairs, ASPPA, Arlington, VA
Andrew E. Zuckerman, Esq., Director of EP Rulings & Agreements, Internal Revenue Service, Washington, DC (Invited)

10:10 a.m. – 11:25 a.m. General Session 2: The “Most Important Things” the IRS Learned from its 401(k) Questionnaire
In 2010, 1,200 lucky employers who sponsored a 401(k) plan in 2007 received a compliance check questionnaire about their 2008 plan.  The IRS has already issued a preliminary report about what they learned, with a final report forthcoming, but likely after the Conference date.  Hear about what the IRS learned about the operation of 401(k) plans and what could be likely future exam issues. Learn how the questions can be used for self-audits to make sure that your client’s plans are in conformance.
Monika A. Templeman, Esq., Director of EP Exams, Internal Revenue Service, Baltimore, MD (Invited)

11:30 a.m. – 12:30 p.m. Networking Lunch

12:45 p.m. – 2:25 p.m. General Session 3: Prohibited Transactions/Parties in Interest Transactions, Wacky Assets
“OMG! You should see what my client put into his retirement plan!” “You think you’ve got trouble?!? My client is a real estate developer! Enuf said!” Yes - they’re crazy! They’re nutsy! They’re out of this world! Join us for a practical discussion of what to do when a plan you’re administering contains “wacky assets” and the plan sponsor and its owner cannot seem to keep their sticky fingers off the regular assets!
Ilene H. Ferenczy, Esq., CPC, Ferenczy + Paul LLP, Atlanta, GA

2:40 p.m. – 3:55 p.m. Concurrent Workshops 
Workshop 1: Case Studies in Corrections: EPCRS
Workshop 2: DB Plans Are Dead, Long Live DB Plans

4:10 p.m. - 5:25 p.m. Concurrent Workshops
Workshop 3: 403(b)/457: The Rest of the Story
Workshop 4: Unique Plan Design and When It’s Appropriate

5:30 p.m. – 6:30 p.m. Networking Reception

________________________________________________________________________________


FRIDAY, MAY 18
7:00 a.m. – 8:00 a.m. Continental Breakfast

8:00 a.m. – 9:40 a.m. General Session 4: Service Provider and Participant Fee Disclosure Regulations
Disclosure deadlines; changes in the final regulations; who’s a covered service provider? Designated investment alternatives; annual and quarterly disclosures; individual and administrative expenses; disclosure of changes; correction of errors; delivery methods.
Stephen W. Forbes, SunGard, Littleton, CO

9:55 a.m. – 11:10 a.m. Concurrent Workshops
Workshop 5: Multiple Employer Plans:  The Final Debate
Workshop 6: Not Your Ordinary TPA:  What Walmart and Nordstroms Can Teach Us

11:25 a.m. – 12:40 p.m. General Session 5: Participant Loans, Errors and Corrections
We answer your toughest questions about loans: unusual activity, timing issues, refinancing loans, deemed distributions vs. loan offsets, what to do when changing payroll companies; correcting loan failures; adjustments to $50,000 limit; rollover of loans.
Stephen W. Forbes, SunGard, Littleton, CO
Thomas Petit, Internal Revenue Service, Austin, TX

12:40 p.m. – 1:40 p.m. Networking Lunch

1:55 p.m. – 3:10 p.m. Concurrent Workshops
Workshop 7: Case Studies in Ethics
Workshop 8: Opportunity Knocks – Cash Balance Plans

3:25 p.m. – 4:40 p.m. General Session 6: IRS Questions & Answers

________________________________________________________________________________


CONTINUING EDUCATION INFORMATION

ASPPA Members
The Benefits Conference of the South offers up to 16.5 hours of ASPPA CPE credits including 1.5 Ethics CPE credits. Please be sure to read the onsite materials for reporting instructions.

Accountants
This conference is a "group-live" event and will grant a total of 16.5 CPE credits.
To receive a CPE certificate, you must sign the NASBA roster at the Conference Registration Desk. CPE certificates are not automatically sent to all attendees if you have not signed the roster.   
The American Society of Pension Professionals & Actuaries (ASPPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Attorneys (CLE Credit)
Approved: California
Pending Approval: Georgia, Texas

ASPPA will apply for program approval in certain states upon request. Please email conferences@asppa.org if you need CLE credit in a specific state. To receive CLE credit, you must sign a roster for that particular state at the Conference Registration Desk. CLE certificates are not automatically sent to all attendees if you have not signed the roster. ASPPA staff will apply for advance approval of program if the application process and filing fees are not prohibitive.

CFP Credit
CFP credit is approved for General Sessions 1, 2, 4 & 5 and Workshops 1, 2, 3, 5 & 8.
For your attendance and credit to be submitted to the CFP Board, you must pick up and complete a CFP attendance sheet adn return it to the Conference Registration Desk. To submit your credit to the CFP Board, ASPPA must have your CFP Registrant ID# and the last 4 digits of your SSN.

Enrolled Actuaries
The conference is designed to provide up to 16.5 JBEA credits for enrolled actuaries with Core, Non-core and Formal workshops offered. 
The final decision as to the number of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries (JBEA). 

Enrolled Retirement Plan Agent (ERPA) 
This conference qualifies for up to 16 ERPA CPE credits with 1 Ethics CPE credit. Please be sure to read the onsite materials for reporting instructions.

Insurance CE Credit
ASPPA will apply for program approval in certain states upon request. Please email conferences@asppa.org if you need credit in a specific state. To receive credit, you must sign a roster for that particular state at the Conference Registration Desk. ASPPA staff will apply for advance approval of program if the application process and filing fees are not prohibitive.

Please check back periodically for updates. We will post approved credit and credit applied for as it is available.