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2014 Employee Benefits Fall Seminar


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
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


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.


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.