NYEBC - Past Presentations

Compliance and Communication:
What To Do and How To Do It!
May 15, 2003


8:15 - 8:45 a.m.	Check-In and Continental Breakfast

8:45 - 9:00 a.m.	Welcome

Peter K. Bradley, President, NYEBC Sharon A. McAuliffe, Co-chairperson, Syracuse Conference Planning Committee

9:00 - 10:15 a.m.	PENSION HOT TOPICS

Craig Hoffman, Esq., Sungard Corbel Mr. Hoffman will focus on a few selected "HOT" topics. Although the exact agenda will be influenced by late-breaking developments, the discussion is expected to center on the following areas: Legislative Development from Capitol Hill; IRS and DOL Regulatory Update; and The Aftermath of GUST Restatements.

10:15 - 10:30 a.m.	BREAK

10:30 - 11:20 a.m.	ERISA LITIGATION: KEEP YOUR BENEFIT PLAN OUT OF COURT

Margaret A. Clemens, Esq., Nixon Peabody LLP What can administrators and fiduciaries do to help keep their plans litigation-free? Responding accurately to employee inquiries, prompt processing of applications, and careful drafting of plan amendments are among the suggestions offered in this practical and informative guide to avoiding ERISA litigation. Ms. Clemens will also discuss the legislative developments in the wake of ENRON and the benefits aspects of the Sarbanes-Oxley Act of 2002.

11:25 a.m. - 12:30 p.m.	BREAKOUT SESSION

Choose either the Health or Pension focus during this session.
HEALTH:	COMPLIANCE ISSUES IN COMMUNICATION OF BENEFITS
Maureen Dunn McGlynn, Esq., Mackenzie Hughes LLP Patricia Richardson Esq., U. S. DOL, Pension & Welfare Benefits Administration Properly communicating to employees about health benefits can be very challenging. This session will provide guidance on how to communicate health benefits while remaining in compliance with various regulations. Ms. Richardson will explain the DOL requirements regarding the type of information that must be included in plan documents and SPDs, as well as how and when information needs to be communicated to employees. Ms. McGlynn will discuss the new HIPAA privacy rules that apply to employer health plans in the sharing of Protected Health Information for both self-insured and fully insured plans, as well as plan amendments that may be required due to the privacy rules.
PENSION:	COMPLIANCE ISSUES IN COMMUNICATION OF BENEFITS
Richard T. Mason, ING Mary W. Rosen, U. S. DOL, Pension & Welfare Benefits Administration What is required and what resources are available to assist Plan Sponsors in communicating and educating participants about investing their retirement benefits? Our speakers will provide an in depth look at the compliance requirements and the tools that are now available for Plan Sponsors to design comprehensive programs for their plan participants.

12:30 - 1:30 p.m.	LUNCH

1:30 - 2:30 p.m.	HEALTH UPDATE

James W. Clyne, Hinman Straub PC Mr. Clyne will present information and insight on recent legal developments, legislation, regulations, and administrative rulings that affect employee health benefit plans.

2:30 - 2:45 p.m.	BREAK

2:45 - 4:00 p.m.	USING TECHNOLOGY TO IMPROVE PLAN ADMINISTRATION AND COMMUNICATIONS

Jeffrey N. Andrews, Aon Consulting Sue Lawson Cann, Aon Consulting So much data. So little time. This presentation will discuss how small, mid-size, and large companies are using Web-based tools to streamline their administration process and enhance employee communication. Web-based tools can help reduce errors, help employees become wiser benefit consumers, and are available 24 hours a day.
CONFERENCE ATTIRE IS BUSINESS CASUAL. A LIGHT JACKET OR SWEATER IS RECOMMENDED FOR YOUR COMFORT. REGISTRATION INFORMATION The NYEBC conference fee is $200 per person (or just $175 per person for 2 or more registrants from the same organization), if received by SUNY Brockport by May 2. Registrations received after May 2 will be charged $220. Make checks payable to SUNY Brockport. The fee includes instructional materials, continental breakfast, lunch, and refreshments. Final registration deadline is May 9. The program is subject to minimum and maximum enrollment. CANCELLATIONS AND REFUNDS The registration fee, less $35 per person enrollment charge, will be refunded if cancellation is made by May 9. All cancellations must be in writing. No refund will be granted after May 9. We welcome substitutions although we appreciate advance notice. TAX DEDUCTION All expenses of a continuing education program (including registration fees, travel, meals, and lodging) taken to maintain and improve professional skills may be tax-deductible subject to the limitations set forth in the I.R.C. Reg. §1.162-5. Please consult your tax adviser. OVERNIGHT ACCOMMODATIONS The Wyndham Syracuse Hotel is holding a block of rooms for conference attendees. To reserve a room call the hotel at (315) 432-0200 or (800) 782-9847. To receive the conference rate of $105 (single or double occupancy) mention that you are attending the NYEBC conference and reserve your room by May 1, 2003. The Wyndham Syracuse is located off I90, Exit 35, at 6301 Route 298, East Syracuse. We will include directions with your registration confirmation. PROFESSIONAL EDUCATION CREDIT SUNY College at Brockport recommends that six hours of CPE and CEU credit be awarded to professionals who attend the NYEBC spring conference. The New York State Board of Pubic Accountancy approved SUNY Brockport as a provider of Continuing Professional Education (CPE) credits. WHO SHOULD ATTEND? Professionals who deal with employee benefits including: Accountants Actuaries Administrators Attorneys Compensation Managers Consultants Employee Benefit Managers Human Resource Managers Insurance Professionals Personnel Officers Plan Sponsors Trust Officers ABOUT NYEBC The New York Employee Benefits Conference (NYEBC), formed in 1979, helps further the education of individuals who deal with employee benefits and promotes sound principles and practices in the field. NYEBC sponsors semiannual conferences and local educational programs in Albany, Buffalo, Rochester and Syracuse. Visit the NYEBC website at www.nyebc.org THE SUNY BROCKPORT CONNECTION The Office of Professional Education at the State University of New York College at Brockport is responsible for administering NYEBC seminars and conferences. SUNY Brockport awards CPE (Continuing Professional Education) credits and CEUs (Continuing Education Units) for attendance at NYEBC programs. For more information or to help us update names and addresses on our mailing list, call (585) 395-2523. NYEBC Board of Directors ALBANY Carolyn J. Anderson Wm. J. Kline & Son, Inc. James W. Brown III Glens Falls National Bank & Trust Company Brian P. Goldstein The Goldstein Law Firm, PC Amelia M. Klein Bond, Schoeneck & King, PLLC Cynthia A. Nash Benefits Consultant David A. Pratt Albany Law School Kara Tedesco Milliman USA Vandy Veeder Farm Family Life Insurance Company BUFFALO Raymond H. Barr Phillips, Lytle, Hitchcock, Blaine & Huber LLP Peter K. Bradley Hodgson Russ LLP James A. Cammarata Atlantic Capital Management Inc. Patrick J. Carlin Benefits Consultant Nancy Furno Moog Inc. Andrew R. Graham Benefits Consultant Cynthia A. Hammer North American Health Plans, Inc. David H. Kernan Phillips, Lytle, Hitchcock, Blaine & Huber LLP ROCHESTER Gail Albers Excellus Health Plan Bruce W. Barmore Benefits Consultant Renee R. Brownstein Rochester Institute of Technology Judith F. DeCourcey Rochester Institute of Technology David E. Edwards Mercer Human Resource Consulting Brian Kopp Nixon Peabody LLP Charles H. McLauchlin EBS Benefit Solutions, Inc. SYRACUSE Mary Jo Bertrand Carrier Corporation Steven P. Chase PricewaterhouseCoopers LLP Stephen C. Daley Bond, Schoeneck & King, PLLC James N. Jerose RMSCO, Inc. Sarah J. Ludington O'Brien & Gere Companies Sharon A. McAuliffe Green & Seifter Attorneys, PLLC James R. Mersfelder Retirement Income Services SYRACUSE CONFERENCE PLANNING COMMITTEE Mary Jo Bertrand Steve Chase Bill Cummings Steve Daley Madelyn Hornstein Jim Jerose Sarah Ludington Sharon McAuliffe Jim Mersfelder EXHIBITORS The following companies will exhibit at the NYEBC conference in Syracuse: AON CONSULTING BENEFIT CONSULTING GROUP, LLC CDPHP CNA GROUP BENEFITS EBS BENEFIT SOLUTIONS, INC. EPIC ADVISORS, INC. EXCELLUS BLUECROSS BLUESHIELD, CNY REGION GHI HMO HR WORKS INC. ING MARSH INC. MERCER HUMAN RESOURCE CONSULTING POMCO Q & F BENEFIT ADMINISTRATION RMSCO, INC. U. S. DEPARTMENT OF LABOR NYEBC does not officially endorse the products or services of any conference exhibitor.

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