Agenda

Wednesday, June 9 7:30 - 8:30 Registration/Continental Breakfast 8:30 - 10:00 IRS and DOL Regulatory Update - Proposed 401(k) and 401(m) Regs - EGTRRA Top-Heavy Guidance - Recent Revenue Rulings on Coverage Testing and Rollover Accounts - DOL Initiatives on Mutual Fund Investments 10:00 - 10:20 Refreshment Break 10:20 - 11:00 Current Developments from Capitol Hill - Bush Savings Proposals – LSAs, RSAs, and ERSAs - Portman-Cardin III - The National Employee Savings anf Trust Equity Guarantee Act (NESTEG) 11:00 - 11:45 Key Fiduciary Issues in 2004 - Paying Plan Expenses After FAB 2003-3 and Rev. Rul. 2004-10 - Selecting Funds for Directed Investments - Post ENRON Fiduciary Concerns 11:45 - 1:00 Hosted Luncheon 1:00 - 3:10 Concurrent Workshops - Sign up to attend two of the four sessions. 1:00 - 2:00 and repeated 2:10 - 3:10 01. Defined Contribution Plan Design Workshop - Cross-Tested Designs for Older Workers - "Age-Neutral" Defined Contribution Plans - Safe Harbor 401(k) Plans – Better Than Before 02. Administrative Forms Workshop New legislation and regulatory guidance means significant changes in plan documents, but what about the plan’s administrative forms? This session looks at changes needed in a plan’s administrative documents. Sample forms provided. 03. Employer Aggregation Aggravation – A Case Study - Controlled and Affiliated Service Groups After EGTRRA - Practical Analysis - Learn How to Analyze the Facts and Apply the Law 04. Health Savings Accounts / Cafeteria Plan Update - What You Need to Know - HSAs and Cafeteria Plans - Will HSAs Be Popular? 3:10 - 3:30 Refreshment Break 3:30 - 4:30 Ask the SunGard Corbel Experts One of our most popular sessions - featuring Craig Hoffman, Stephen Forbes, Robert Richter, and Derrin Watson. Based on questions submitted in advance, our experts use case studies to moderate a lively discussion of the hot issues facing employee benefits practitioners. This is your chance to get those important questions answered by ERISA experts. Questions for Speakers Please e-mail your questions to webconfquest@sungardcorbel.com. We will forward this information to the appropriate speakers to let them know what questions you would like to see them address. Anticipated questions/issues will help the speaker fine-tune the general approach for a presentation.