LOCATIONS/DATES:
| Denver – September 10, 2014 Warwick Hotel 1776 Grant Street Denver, Colorado |
St. Louis – September 17, 2014 Eric P. Newman Education Center (EPNEC) (Washington University Medical Campus) 320 South Euclid St. Louis, Missouri |
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| Overland Park – September 24, 2014 Overland Park Convention Center 6000 College Boulevard Overland Park, Kansas |
Springfield – October 14, 2014 DoubleTree Hotel 2431 North Glenstone Avenue Springfield, Missouri |
AGENDA:
1:00 – 2:00 pm: Surviving a DOL or IRS Audit
Health and Welfare Plan Update
- Understanding and Avoiding Audit “Triggers”
- Identifying and Correcting Errors Before an Audit
- What to Expect in the Audit Process
- Practical Tips for Surviving an Audit
2:00 – 2:15 pm BREAK
2:15 – 3:15 pm: Retirement Plan Update
- Treatment of Same-Sex Spouses After Windsor Decision
- Employer Stock in Qualified Plans – No Presumption of Prudence
- In-Plan Roth Conversions – Legal and Administrative Issues
- Mid-Year Amendment or Termination of Safe Harbor 401(k) Plans
3:15 – 3:30 pm BREAK
3:30 – 4:30 pm: Health and Welfare Plan Update
- Treatment of Same-Sex Spouses After Windsor Decision
- Health Care Reform Update
- COBRA – Implications After Health Care Reform
- HRAs – Integrated Versus Stand-Alone
4:30 PM – 6:00 pm: RECEPTION
HRCI and CLE for MO, KS and CO pending.
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The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit. |