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EMPLOYEE BENEFITS: PREPARING FOR THE GOLDEN YEARS
NOVEMBER 5, 1998
CONFERENCE SCHEDULE
 
8:15 - 9:00 a.m. Registration / Continental Breakfast / Exhibit Showcase
 
Please check in at the registration desk outside the Grand Ballroom. Join us for a continental breakfast and check out the exhibitors' displays.
 
9:00 - 9:10 a.m. Welcome
 
James R. Mersfelder, NYEBC President
Brian P. Goldstein, Conference Co-chairman
 
9:10 - 9:55 a.m. Legislative Update
 
David A. Pratt, Albany Law School
The speaker will discuss recent legislation, regulations, rulings and court decisions affecting retirement plans, other employee benefits and IRAs and will describe the effect of the major recent developments on the design and administration of employee benefit programs.
 
9:55 - 10:35 a.m. New Developments in Qualified Plan Corrections - The Employee Plans Compliance Resolution System
 
Brian P. Goldslein, Helm, Shapiro Anito & McCale, P.C.
Mr. Goldslein will be reviewing changes made by the IRS to existing programs to resolve plan document, operational and demographic failures with qualified plans. His discussion will focus on preventative measures to be taken to avoid qualification failures, and how to respond when qualification failure arises. Topics to be covered will include self-correction strategies and methodologies, issues with client contact and malpractice insurance coverage, advisor liability, and practical approaches to representing clients before the IRS on cases involving qualification failures.
 
10:35 - 10:50 a.m. Break
 
10:50 - 11:50 a.m. Current Employment Law Issues of Interest
 
Hugh C. Carlin, Gross, Shuman, Brizdle & Gilfillan, P.C.
Gary J. Gleba, Albrecht, Maguire, Heffern & Gregg P.C.
Lindy Korn, Diversity Training - Workplace Solutions. Inc.
The panel will present hypothetical fact situations based on recent federal and state court decisions and regulations raising issues under the American with Disabilities Act, the Age Discrimination in Employment Act, Title VII of the Civil Rights Act of 1964, the Family Medical Leave Act, COBRA, and Worker's Compensation Laws. The issues will be presented for panel discussion and will be structured to encourage members of the audience to comment on their company practices. Where applicable, the panel will cite current case authorities and regulations pertinent to the issues discussed.
 
11:50 a.m. - 12:30 p.m. Employee Benefit Resources on the Internet
 
S. Derrin Watson, PIX Partners
With Internet use growing each day, it is becoming an important tool for practitioners to find information and help. Many are using it to exchange information and files with clients. Others are using it to attract new business. Find out how the Internet can help your practice in this light-hearted presentation. It will include material both for the Internet novice and the advanced user.
 
12:30 - 1:45 p.m. Lunch
 
1:45 - 2:45 p.m. Concurrent Workshop Sessions
 
2:45 - 3:00 p.m. Break
 
3:00 - 4:00 p.m. Concurrent Workshop Sessions
 
Concurrent Workshop Sessions
  • Topic A: Form 5500 Issues - Traps for the Unwary
    Laurie LaFountain, Glens Falls National Bank & Trust
    Peter Opitz, Milliman & Robertson Inc.
    Form 5500 has been with us since the passage of ERISA. Like any government form, it is often difficult to associate the sections of the form with the sections of the applicable laws and regulations. The presenters will attempt to point out those sections of the form that can cause particular problems for the organization filing it.
  • Topic B: Ethics in Employee Benefits Work
    Albert E. Easton, Milliman & Robertson Inc.
    John W. Janco, Clough, Harbour and Associates
    This workshop will invite attendees to explore the ethical the ethical issues involved in employee benefits work through the medium of case studies. The role of the employee benefits manager in representing the interests of both his company and its employees will be discussed, with a focus on the issues of honesty in dealing with employees and maintenance of confidentiality.
  • Topic C: Workplace in the New Millennium
    Catherine Tempesta, Ben & Jerry's Homemade, Inc.
    Changing business demands as a result of increased competition will affect all facts of a company's operations, not the least of which are the employees. How can Human Resources respond, and help to better position the company's workforce and its employee benefits to successfully meet those demands? Ms. Tempesta will facilitate this interactive workshop to explore new ideas, as well as to share some of the experiences she has gained within the progressive environment of Ben & Jerry's, Inc.
  • Topic D: Aggregation Aggravation
    S. Derrin Watson, PIX Partners
    Have you ever closed your eyes, clicked your ruby slippers, and wished the employer aggregation rules of the Code would go away? They won't, and modem business ingenuity makes their rules more important than ever. Cut through the Gordian's knot of confusion, with a clear, concise understanding of the controlled group and affiliated service group rules.

 


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