VEChannel Event Profile

Qualified Plans: 1st Quarter 2005 Update

This is the first of four Quarterly Update eSeminars in 2005. Our series of exclusive, interactive online seminars provide an informative look at current topics and trends in the employee benefits field. Topics Covered: New 403(b) Regulations New 401(k) Regulations New Roth 401(k) Guidance (if released)* New Automatic Rollover Guidance from IRS EGTRRA Amendment update Court Cases IBM, Creditor Claims to Pension Assets and other cases PBGC Happenings Social Security Update If President moves forth on this * According to the IRS, these were scheduled to be released by December 31, 2004. If not available other topics will be substituted. Our Quarterly Update sessions will be presented by Rich Hochman, President and COO of McKay Hochman. In his role as President and COO, Mr. Hochman supervises a team of attorneys and consultants in the design, drafting, and support of prototype and custom documents for financial institutions, brokerage firms, insurance companies, pension consultants, and plan sponsors. As a member of the firms training faculty, he regularly participates as an instructor in continuing education programs sponsored by the firm. In addition, he provides written commentary and testimony in Washington, D.C., on regulatory issues relating to qualified retirement plans on behalf of clients.

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