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aspa.org

Press Release

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FOR IMMEDIATE RELEASE

CONTACT:
Pecanne Jennings
Chief Marketing Officer
703.516.9300
pjennings@aspa.org

Download the press release as a pdf file

ASPPA 2003 ANNUAL CONFERENCE OFFERS INTERACTIVE, EDUCATIONAL SESSIONS FOR RETIREMENT PLAN PROFESSIONALS

August 11, 2003 – (Arlington, Va.) On October 26-29, 2003, in Washington, D.C., over 1,500 retirement plan professionals will take part in one of the best educational events in the industry. According to Joann Albrecht, CPC, QPA, Nationwide Financial, co-chair of the Conference, “The Conference is an excellent opportunity to exchange information on the newest trends and developments in the pension field and to take advantage of continuing education opportunities.” The Conference features informative general sessions and more than 50 educational workshops. General sessions feature the latest information on government affairs activities, including an update on new regulations and pension legislation and interactive discussions with experts from the Internal Revenue Service, the Department of Labor, and the Department of Treasury.

Conference highlights include the President’s Welcome Reception, face-to-face time with over 70 vendors, Education and Examination ‘Cram’ Sessions, and a featured luncheon speaker, Gene Stanaland, Washington’s own well-known economist and humorist. Attendees can also meet with their congressional representatives during the Visits to Capitol Hill. All attendees will receive a CD-ROM of conference materials and will have access to the Cybercafe – computer stations that provide Internet access.

Workshops are divided into seven tracks that include consulting, administration, legal, business, defined benefit, defined contribution, and 401(k) plan issues. Consulting and administrative sessions include: 2003 Fiduciary Issues for 401(k) Plans; ERISA 404(c) Update; EPCRS; USERRA; Estate Planning; Loans; and Distributions. On the legal track, the Conference offers workshops on DOL audits, IRS audits, and case studies. Business-related sessions include: 401(k) Trends: What Do Sponsors and Participants Really Want; Partnering with Financial Institutions; How to Hire and Keep Highly Motivated Employees; and How to Get and Keep Your Clients.

The Conference also offers the following topics covering defined benefit, defined contribution, and 401(k) plans: DB Assumptions and Cost Methods; Pension Funding and Accounting Rules; Lump Sum Distributions; Newly published 401(m)/401(k)/QNEC guidelines; Updated Cross-Testing and Catch-up Contribution issues; as well as sessions on Cash Balance, 457, 412(i), 403(b), David Bacon, Orphan, and Non-Qualified Deferred Compensation Plans.

All employee benefits professionals are encouraged to attend, including accountants, actuaries, administrators, attorneys, banking professionals in plan administration, benefits directors, consultants, employee benefit software consultants, financial planners, human resource personnel, insurance company employee benefit specialists, investment professionals, and trust officers.

The Conference offers up to 24 JBEA (Joint Board for the Enrollment of Actuaries) credit hours and 20 hours of ASPPA continuing education credit. For more information on the 2003 ASPPA Annual Conference, contact the ASPPA Meetings Department at 703.516.9300 or visit our Web site at www.aspa.org.

ASPPA is a national organization of retirement plan professionals dedicated to the preservation and enhancement of the private pension system in the United States. ASPPA offers education and professional credentials for actuaries (FSPA, MSPA), pension consultants (CPC), pension administrators (QPA), 401(k) administrators (QKA), and other benefits professionals (APM). Its 5,000 members provide consulting and administrative support to over half of the private retirement plans in the country.

For more information about ASPPA visit our Web site at www.aspa.org. You can also contact ASPPA’s membership department by calling 703.516.9300 or by faxing an inquiry to 703.516.9308.