AGENDA AT-A-GLANCE

WEDNESDAY, JANUARY 11, 2012

7:00 a.m. – 8:00 a.m. 
Registration and Breakfast   

8:00 a.m. – 8:15 a.m. 
Introductions and Welcome 

8:15 a.m. – 9:55 a.m. 
General Session 1: Washington Update  

10:10 a.m. – 11:50 a.m. 
Concurrent Workshops

Workshop 1: EPCRS
Workshop 2: IRC 436 – Part I: A Year in the Life
Workshop 3: ERISA Litigation

12:00 p.m. – 2:00 p.m.
Plated Lunch

2:00 p.m. – 3:15 p.m.
Concurrent Workshops

Workshop 4: 403(b): Operational and Drafting Issues
Workshop 5: IRC 436 – Part II: Calculations and Other Issues
Workshop 6: Mergers and Acquisitions, Partial Termination

3:30 p.m. – 5:10 p.m.
General Session 2: DOL Current Guidance 

5:30 p.m. – 6:30 p.m.
Reception with Exhibitors
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THURSDAY, JANUARY 12, 2012

7:00 a.m. – 8:00 a.m. 
Continental Breakfast 
  
8:00 a.m.—9:15 a.m. 
Concurrent Workshops

Workshop 7: Data Security Recovery and Data Protection
Workshop 8: Update on Cash Balance Plans
Workshop 9: Service Provider and Participant Disclosures

9:35 a.m. – 10:50 a.m.
Concurrent Workshops

Workshop 10: IRS 401(k) Questionnaire
Workshop 11: DB-DC Combo Plans for Multiple-Owner Plan Sponsors
Workshop 12: The Zen of Controlled Groups

11:10 a.m. – 12:25 p.m. 
Concurrent Workshops

Workshop 13: Participant Loans, Errors and Corrections
Workshop 14: Pension Deduction Issues
Workshop 15: Prohibited Transactions/Parties & Interest Transactions, Wacky Assets

12:25 p.m. – 2:00 p.m.
Plated Lunch

2:00 p.m.—3:15 p.m.
Concurrent Workshops
 
Workshop 16: Retirement Audit Plans
Workshop 17: Ugly DB Takeovers
Workshop 18: Case Studies in Ethics

3:35 p.m. – 5:25 p.m. 
General Session 3: IRS Questions & Answers
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FRIDAY, JANUARY 13, 2012

Post-Conference Sessions: Conversations with the IRS and DOL*   
*Additional registration fees apply

7:00 a.m. – 8:00 a.m. 
Continental Breakfast   

8:00 a.m. – 9:15 a.m. 
Post-Conference Session 1: Circular 230
Post-Conference Session 2: Actuarial I
 
9:30 a.m. – 10:45 a.m.  
Post-Conference Session 3: Actuarial II
Post-Conference Session 4: DOL Regulatory Update
 
11:00 a.m. – 12:15 p.m.  
Post-Conference Session 5: IRS Enforcement
Post-Conference Session 6: Plan Audit Quality and Enforcement
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POST-CONFERENCE SESSIONS

Don’t miss this opportunity to sit in on round-table discussions with top IRS and DOL representatives covering a variety of topics. These intimate sessions provide attendees increased opportunity to interact one-on-one with government officials and get answers to your questions that weren't answered during the conference! Sessions take place on Friday, January 13. Additional registration fees apply.
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CONTINUING EDUCATION INFORMATION

For CLE, CFP, CPE or state insurance credit, please submit your request for approval to the ASPPA Conferences Department at conferences@asppa.org at least 45 days prior to the conference. We will apply for advance approval of the 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.