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MANAGING CHANGE IN EMPLOYEE BENEFITS
MAY 6, 1999
CONFERENCE SCHEDULE
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| 8:15 - 8:45 a.m. |
Registration / Check-In / Continental Breakfast |
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| 8:45 - 9:00 a.m. |
Welcome |
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Ballroom
Alan F. Baumann, NYEBC President
Stephen C. Daley, Conference Co-chair |
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| 9:00 - 9:45 a.m. |
Legal Update - Pensions |
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Craig Hoffman, Corbel & Company
Mr. Hoffman will present an overview of recent retirement plan legislation and necessary compliance. |
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| 9:45 - 10:30 a.m. |
Legal Update - Health |
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Timothy J. Conan, Costello, Cooney & Fearon, LLP
Mr. Conan will present an overview and update on recent health legislation on state and federal levels as it may affect benefit plans. |
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| 10:30 - 10:45 a.m. |
Break |
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10:45 - 11:40 a.m.
and
11:45 a.m. - 12:40 p.m. |
Panel Presentations |
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Three panel discussions will be presented and participants have the opportunity to choose two presentations to attend. There will be a question and answer period, with time for discussion during each panel presentation.
- 401(k) Plans: Automation & Compliance
Laurie Leblanc, Aetna Retirement Services, Inc.
Richard T. Mason, Aetna Retirement Services, Inc.
Sharon A. McAuliffe, Green & Seifter Attorneys, P.C.
401(k) plans and DOL 404(c) Compliance is a panel discussion of what is required of plan sponsors, and how the marketplace is assisting in employee education, employee communication, and investment fund due diligence.
- Designing & Implementing Cash Balance Plans
Timothy M. Barrett, Niagara Mohawk Power Corporation
Vincent F. Spina, PricewaterhouseCoopers, LLP
This panel will address the advantages of cash balance plans, how employers can assess whether the cash balance approach is right for them, and the issues to be aware of when designing and implementing a cash balance plan.
- Mergers & Acquisitions: Due Diligence & Implementation
Jeffrey Newman, PricewaterhouseCoopers, LLP
Lonnie S, Tomlin, HANYS Benefit Services
This panel will discuss employee benefit issues that need to be addressed during the due diligence process prior to a merger or acquisition and the issues that should be addressed afterward to ensure effective implementation of the acquisition.
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| 12:40 - 1:40 p.m. |
Lunch |
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| A sit down lunch will be served in the Ballroom. |
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| The afternoon program will consist of "cracker barrel" sessions. The sessions are intended to be small participatory groups led by a facilitator. Participants may choose three cracker barrel sessions to attend. |
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| 1:40 - 2:20 p.m. |
Cracker Barrel Session 1 |
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| 2:25 - 3:05 p.m. |
Cracker Barrel Session 2 |
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| 3:05 - 3:20 p.m. |
Break |
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| 3:20 - 4:00 p.m. |
Cracker Barrel Session 3 |
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CRACKER BARREL SESSIONS
- Avoiding ADA / ADEA Issues
Michael A. Tremont, Costello, Cooney & Fearon, LLP
Are your benefits programs consistent with age and disability statutes?
- Communicating the Benefit Elements of Compensation
John F. Catanzarita, Benefit Consulting Group, LLC
Do your employees recognize the cost of their benefits?
- Coping with Y2K
Earl J. Hunt, Jr., Marine Midland Bank
Are your benefits system ready?
- Security and Electronic Data Communication
Paul M. Sancoucy, Bond, Schoeneck & King, LLP
Have you safe guarded electronic communications?
- EPCRS
James E. Hughes, Hancock & Estabrook
A case study demonstrating implementation of the Employee Plans Compliance Resolution System from an employer perspective.
- QDROs and QMCSOs
Brian K. Haynes, Bond, Schoeneck & King, LLP
Now that I have received one, what do I do with it?
- Revised Form 5500s
Lori A. Parker, Green & Seifter Certified Public Accountants, PC
Kinder, gentler forms?
- Wellness Programs
Kathleen E. Garofalo, Welch Allyn, Inc.
Getting the best bang for your buck in wellness programs!
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