MEDIA ADVISORY

Event: The ERPA Conference focuses on issues facing Enrolled Retirement Plan Agents (ERPAs) in the retirement plan industry. The program will feature a legislative and regulatory update covering the latest policy and compliance issues, as well as guidance on Internal Revenue Service (IRS) processes and best practices.

An open-forum session will also allow attendees to discuss questions and propose solutions to common issues with leading ERPAs and regulatory officials.

Journalists who cover personal finance, pensions or retirement will hear from industry experts and officials from the Internal Revenue Service (IRS), Department of Labor (DOL), and Pension Benefit Guarantee Corporation (PBGC).

For more information, view the brochure.

Dates: June 7-8, 2012 (Thursday—Friday)
Time: 8 am – 6pm

Agenda Highlights:

• Washington Update: Issues Affecting the Retirement Plan Industry (Thursday, June 7 )
  Scott Albert, Department of Labor (DOL), Washington, D.C.
  Rhonda Migdail, Internal Revenue Service (IRS), Washington, D.C.
  Monika A. Templeman, Internal Revenue Service (IRS), Baltimore, MD
  Amy Viener, Pension Benefit Guaranty Corporation (PBGC), Washington, D.C.   
• Navigating the IRS (Thursday, June 7 )
  William C. Grossman, McKay Hochman Company Inc., Butler, NJ
  Monika A. Templeman, Internal Revenue Service (IRS), Baltimore, MD
• Plan Design Best Practices (Friday, June 8 )
  Ilene Ferenczy, Ferenczy & Paul LLP, Atlanta, GA
  Richard A. Hochman, McKay Hochman Company Inc., Butler, NJ
  James J. McKinney, ERPA Retirement Strategies Inc., Augusta, GA
  Gwen S. O’Connell, O’Connell Pension Consulting Inc., Eugene, OR
• Open Forum –Ask the Experts (Friday, June 8 )
  Scott Albert, Department of Labor (DOL), Washington, D.C.
  Ilene Ferenczy, Ferenczy & Paul LLP, Atlanta, GA
  Janice M. Gore, Internal Revenue Service (IRS), Waukesha, WI
  Monika A. Templeman, Internal Revenue Service (IRS), Baltimore, MD

Location:
Hyatt Regency Washington on Capitol Hill
400 New Jersey Avenue NW | Washington, DC | Tel: (202) 737.1234

RSVP: Media interested in attending the ERPA Conference should contact Melinda Semadeni, Director of Media Relations, at msemadeni@asppa.org or (703) 516-9300 or register online here. For more information, view the brochure or website.

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