Employer Resource Institute Audio Conference

Originally presented on October 30, 2007

Order Option       Price   CD Recording Only       $199

As an additional benefit, you will receive a no-risk trial subscription to California Wage & Hour Advisor when you register for this audio conference (or purchase a CD recording). You will receive 3 evaluation issues. If you want to continue to receive the newsletter, simply pay the invoice you will receive in the mail. If you decide the newsletter isn't for you, just write cancel on the invoice and return it. You will owe nothing, and all issues you receive are yours to keep. As with all ERI products, your satisfaction is guaranteed 100%. (Offer good for new subscribers only.)

In mid-2006, Congress passed the most dramatic changes to retirement plan rules and standards in more than 30 years.

Twelve months later, the Pension Protection Act of 2006 is causing major headaches for many employers. This law changed dozens of provisions in existing IRS and ERISA regulations governing employer-sponsored retirement programs. On the administrative side, you must deal with new rules for issues ranging from employer stock diversification and "negative option" 401(k) plans to cash balance retirement programs and safe harbors for automatic enrollments.

Then, on your employees' side, you must ensure that your organization's retirement benefits comply with the new notice requirements and deadlines, procedures for giving your workers investment advice, new rollover and distribution rules, new vesting requirements, and much more!

Confused yet? Join us on Oct. 30 for this "plain English" conference, as our experts chop through the regulatory jungle to give you practical advice for complying with the new PPA rules. You'll learn the basic changes that will affect most workplaces offering retirement benefits, as well as proven strategies for navigating those changes before the approaching deadlines. And, you'll gain a better understanding of how to review your existing retirement plans, top to bottom, to ensure that you're in full compliance (and avoid costly and embarrassing mistakes with your employee retirement benefits!).

YOU AND YOUR COLLEAGUES WILL LEARN:

• A complete overview—in layman's terms—of the sweeping changes in retirement plan rules resulting from the Pension Protection Act of 2006
• Approaching PPA-related deadlines and effective dates that you must have on your calendar
• What notices you're now required to give employees about your retirement benefits
• New rules governing your workers' vesting in retirement programs
• How to handle automatic enrollments in your retirement plans (and how to take advantage of the PPA's safe harbor provisions)
• What methods you can use to offer investment advice to your employees
• The dos and don'ts of new benefit options such as cash balance plans and negative option 401(k)s
• Why you must take action now if your plans rely heavily on employer-issued stock
• How you can check whether your plan administrator meets the new PPA rules and deadlines
• The best ways to comply with new rules governing rollovers and distributions

ABOUT YOUR SPEAKER:

Jason Roberts, Esq., is an associate in the Hermosa Beach, Calif., offices of the law firm Edgerton & Weaver, LLP. He heads the firm's retirement plan and investment adviser consulting group. His practice focuses primarily on PPA compliance and risk assessment, as well as regulatory defense matters. He represents clients in federal and state court (at the trial and appellate levels) and in arbitrations before federal agencies and industry regulators. He speaks regularly on fiduciary adviser standards and PPA compliance issues. He earned his law degree from the University of California at Los Angeles.

Approved for Recertification Credit

This program has been approved for 1.5 recertification credit hour toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

How Do Audio Conferences Work?

An audio conference is remarkably cost-effective and convenient. You participate from your office using a regular telephone. You have no travel costs and no out-of-office time.

Plus, for one low price you can get as many people in your office to participate as you can fit around a speakerphone.

Because the conference is live, you can ask the speakers questions'either on the phone or via email.

With your registration, you also receive conference materials with additional practical information from California Employer Advisor sent to you via email shortly before the conference.

Why You Can Sign Up To Attend This Event with Confidence

As with all California Employer Advisor products, you're completely protected. If for any reason you are unsatisfied with this audio conference, simply let us know and we will return your entire registration fee.