Earn up to 14 CPE (for CPAs). Attend the pre-conference tutorial and earn additional credits.

A GRID for this series of workshops is available in PDF format. You must have the Adobe Acrobat Reader to view this file. Monday Tuesday Wednesday 10:30 a.m.-11:30 a.m. 9:45 a.m.-10:45 a.m. 10:15 a.m.-11:15 a.m. 1:45 p.m.-2:45 p.m. 11:00 a.m.-12:00 p.m. 11:30 a.m.-12:30 p.m. 3:00 p.m.-4:00 p.m. 2:15 p.m.-3:15 p.m.   3:30 p.m.-4:30 p.m.   Tuesday, 3:30 p.m.—4:30 p.m. 33. IRS Update on 401(k) Issues—Common Errors You Can Fix J. Whitten Internal Revenue Service 34. The “Dos and Don’ts” of Choosing a 401(k) Provider G.B. Warner Warner and Company 35. Implementing Auto-Enrollment in Our 401(k) Plan V. Kaledas and L.A. Wolf Plastipak Packaging, Inc. 36. Measuring Your Plan’s Health While Providing Solutions for Today’s Reality J. Ahlin Wachovia Retirement Services 37. Are Your Funds on Target? J.H. Mason Wells Fargo Institutional Trust Services 33. IRS Update on 401(k) Issues—Common Errors You Can Fix Get “inside” information on the IRS’s top ten 401(k) issues—issues like non-amended plans, timely depositing of elective deferrals, problems with compensation, and eligibility issues. During this workshop, an IRS representative explains how to identify and fix problems before they trigger an IRS audit. Back to Top 34. The “Dos and Don’ts” of Choosing a 401(k) Provider Gain an understanding of the process and key elements involved in selecting a 401(k) provider. Learn shortcuts that can be used and how to minimize mistakes. Find out how to take a better, smarter approach to making the right choice for your participants. Back to Top 35. Implementing Auto-Enrollment in Our 401(k) Plan This case study describes one company’s experience with automatic enrollment. The discussion covers the plan sponsor’s decision to implement this feature, the details involved and the results attained. Benefit from a firsthand analysis of the pros and cons, and learn what this company would do differently if it were to implement auto-enrollment today. Back to Top 36. Measuring Your Plan’s Health While Providing Solutions for Today’s Reality For years, sponsors and providers have tried to engage participants in planning and saving for retirement using traditional education and Internet tools. Learn how new high impact solutions, when coupled with automatic plan provisions, can change the entire dynamic of your overall plan health. Back to Top 37. Are Your Funds on Target? Target-date retirement funds have exploded in popularity and number. The broad array of choices and differences among them requires plan sponsors to evaluate carefully which funds are right for their plans and participants. Learn how effective monitoring of these funds is critical as more participants use them as the primary investment in their retirement savings. Back to Top Home | About Us | Conference Calendar | View Past Presentations View E-Seminars | Registration | FAQ | Contact Us