Benefit Plan Professionals Institute

Download the full-text brochure. [PDF]    Benefit Plan Professionals Institute
Thursday, June 05 - Saturday, June 07, 2008
LaCosta Resort & Spa
Carlsbad, CA

This institute provides two concurrent educational tracks for accountants and attorneys covering pertinent employee benefits updates specific to each profession.

Who Should Attend

Designed for accountants, attorneys and consultants who work with multiemployer and public employee benefit plans. Sessions provide information for both the new benefits practitioner and the more seasoned benefits professional.

Program Highlights

  • An informative and up-to-date program agenda with some sessions providing a broad perspective of the latest information on health and pension benefit issues and others providing a more detailed perspective on related specialized topics within the benefits industry.
  • An opportunity to earn meaningful continuing education credits (CLE/CPE)
  • This program is held alongside the Trustees and Administrators Institutes, presenting the opportunity to network with current and/or potential clients

Attorney Sessions

  • Department of Labor Update
  • Ethical Issues for Benefits Attorneys
  • Recent Significant Legal Decisions
  • Open Forum

Current Attorney Session Schedule [PDF]

Accountant Sessions

  • Department of Labor Update
  • Recent SAS Initiatives
  • Ethics and Independence for Employee Benefit Plan Auditors
  • Open Forum

Current Accountant Session Schedule  [PDF]

View the full program for a detailed listing of topics and times, or for more information on program content, please contact Mary Jo Bugembe at (262) 373-7641 or maryb@ifebp.org.

Sponsorship/Exhibit Opportunities

Sponsorships and exhibits are available at these programs.  For more information, please contact Cheryl Hyslop or phone (262) 373-7653.

Exhibitor Prospectus [PDF]

Registration Information

  Member Non Member
Through 4/30/2008 $950.00 $1,145.00
After 4/30/2008 $1,100.00 $1,295.00

Related Reading - Payroll Auditing: A Guide for Multiemployer Plans
Payroll auditing guidance is lacking for those persons in a multiemployer employee benefit plan who are responsible for and who perform payroll audits. Best practices in payroll auditing, procedures and methodologies of performing an audit have not been given enough focus. [more]

Other Information

Concurrent Programs/Courses

ProgramStart DateLocation
Trustees and Administrators Institutes 6/5/2008LaCosta Resort & Spa