Annual Forum & Expo Schedule of Events

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2008 NIPA Annual Forum & Expo
May 5-7, 2008
Planet Hollywood Resort & Casino
Las Vegas, NV

Sunday, May 4

9:00 a.m. - 7:00 p.m.
Registration Open

12:00 p.m. - 5:00 p.m.
Exhibitor Set-up

1:00 p.m. - 4:00 p.m.
Pre-Conference Education Session:
(Optional; an additional fee applies)
Plan Conversion Workshop: Quality Matters!
Jane Armstrong, Esq.; Robert M. Kaplan, APA, CFP, CPC, QPA and Janice M. Wegesin, CPC, EA, QPA

5:00 p.m. - 5:30 p.m.
New Attendee Program
Kim Martin, APA, CPC, QPA and Emily Lichtenwalner, APA, AIF

5:30 p.m. - 6:30 p.m.
New APA/APR and Past Presidents Reception

6:30 p.m. - 8:00 p.m.
Welcome Cocktail Party in the Exposition Hall

Monday, May 5

7:00 a.m. - 5:30 p.m.
Registration Open

7:00 a.m. - 6:00 p.m.
Exhibits Open

7:00 a.m. - 8:00 a.m.
Continental Breakfast in the Exposition Hall

8:00 a.m. - 10:00 a.m.
General Session:
NIPA Celebrates 25 Years! (With More To Come)
Craig Hoffman, Esq. and Teri Weatherby, APA, APR, QPA

10:00 a.m. - 10:30 a.m.
Morning Break in the Exposition Hall

10:30 a.m. - 11:45 a.m.
Educational Sessions

Automatic Enrollment: How It Works
Robert M. Kaplan, APA, CFP, CPC, QPA and Alan Tawshunsky, Internal Revenue Service

Hybrid Vehicles that Get Great Mileage: Cash Balance Plans After PPA
Joan Gucciardi, MSPA, CLU, CPC, MAAA

Cracking the Gen-X Code
Andrew Seibert

11:45 a.m. - 1:00 p.m.
Box Lunch in the Exposition Hall
Sponsored By

1:00 p.m. - 2:15 p.m.
Educational Sessions:

You Can't Take It With You
William Anspach

Investments: Education, Advice and Defaults (QDIAs)
Mark Davis, AIF, QPFC

Cash Balance Plans for DC Administrators
Karen Nowiejski, FSA, EA, JD

2:15 p.m. - 2:45 p.m.
Afternoon Break in Exposition Hall

2:45 p.m. - 4:00 p.m.
Educational Sessions:

Automatic Enrollment: Does It Work?
Theresa Conti, APR, QKA and Guy Hocker, III, Esq.

Secrets of Top-Producing Retirement Plan Consultants
Jay Scholz, CPC, QPA, QKA

Valuation of Alternative Investments
Peggy A. Bradley

4:15 p.m. - 5:30 p.m.
Educational Sessions:

Benefit Statements and Distribution Notices After PPA
Allen L. Cairns, PhD

Defined Contribution Plan Design: By the Numbers
Michelle Marsh, QKA

Why (or Why Not) Put Life Insurance in a Qualified Plan
Cheryl Jorgenson, APA, QPA, QKA

6:30 p.m.
Night on the Town: LOVE by Cirque du Soleil
Location: The Mirage
Sponsored By

Tuesday, May 6

7:00 a.m. - 5:30 p.m.
Registration Open

7:00 a.m. - 7:00 p.m.
Exhibits Open

7:30 a.m. - 8:30 a.m.
Continental Breakfast in Exposition Hall

8:30 a.m. - 10:30 a.m.
General Session:
The Hidden Message
Bill Acheson
Sponsored By

10:30 a.m. - 11:00 a.m.
Morning Break in Exposition Hall

11:00 a.m. - 12:15 p.m.
Educational Sessions:

Dèjà Vu All Over Again: EGTRRA Restatements
Rich Hochman, Esq. and Robert Richter, JD, LLM

Fee Disclosure: Informing Employers and Employees
Virginia Sutton, QKA

Does Your Service Agreement Help Your Client With Compliance?
Michael Coyne, JD

12:15 p.m. - 1:45 p.m.
Awards Luncheon (Open to all attendees and registered guests)

1:45 p.m. - 3:00 p.m.
Educational Sessions:

401(k) Plan Testing
Robert M. Kaplan, APA, CFP, CPC, QPA, ING and Janice M. Wegesin, CPC, EA, QPA

The Second Time Around: EPCRS
Avaneesh Bhagat and Michael Coyne, JD

Life After the Final 403(b) Regulations
Theresa Lensander, CPC, QPA

3:00 p.m. - 3:30 p.m.
Afternoon Break in the Exposition Hall

3:30 p.m. - 4:45 p.m.
Educational Sessions:

VFC and Other DOL Updates
David Matheney and Jane Armstrong, Esq.

Mock Session: Sales vs. Administration
Marilyn Ryding, APA; Emily Lichtenwalner, APA, AIF; Lee Kliebert, JD, CPC, QPA, AIF and Baylis R. Resnick, CPA, CFP

Another Look at Cafeteria Plans
Tiffany N. Santos

5:00 p.m. - 6:30 p.m.
Tuesday Night Networking Reception in Exposition Hall
Sponsored By

Wednesday, May 7

7:00 a.m. - Noon
Registration Open

7:30 a.m. - 8:15 a.m.
Continental Breakfast

8:15 a.m. - 10:00 a.m.
General Session:
Washington Updates
Barbara Bovbjerg and Monika Templeman, Esq.

10:00 a.m. - 10:15 a.m.
Morning Break

10:15 a.m. - 11:30 a.m.
Educational Sessions:

The New ERPA Designation and Circular 230
Monika Templeman, Esq. and Theresa Conti, APR, QKA

Compensation: Foundation of a Retirement Plan
Craig Hoffman, Esq.

Stree-free Distribution Reporting
Kristina Kananen, APA, QPA, QKA

11:30 a.m. - 11:45 a.m.
Mid-Morning Break

11:45 a.m. - 1:00 p.m.
Educational Sessions:

Form 5500: More Complicated Than It Looks!
Janice M. Wegesin, CPC, EA, QPA

No Need to Fear When an ESOP Is Near!
Wendy Walter-Lankes

Tax Deduction Rules After PPA
Kevin Donovan, CPA, MSPA