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MAILING
ADDRESS
July Business Services
P.O. Box 2208
Waco, Texas 76703
SHIPPING ADDRESS
July Business Services
400 Austin Avenue, Suite 1200
Waco, Texas 76701
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2008 Waco ERISA Workshop
About The Waco Intensive Training Workshop
Plan Administrators are asked to navigate through complex testing and compliance rules that are ever changing and require a comprehensive knowledge to ensure accuracy. This conference dives deep into the subject matter making clear the effects of recent and pending changes in the rules, providing real-world application, examples and direction. Even industry veterans benefit from Mr. Lockwood’s extensive, market-tested expertise and practical application.
The Waco ERISA Workshop is held at the Award Winning Waco Regional Tennis Center. The facility is a naturally lit conference center surrounded by tennis courts and grounds. The center hosts international tournaments for professional, club and youth players each year and the accommodations are excellent for learning. Breakfast, lunch and breaks are professionally catered as July understands that intensive learning is best accomplished in a comfortable atmosphere.
For out of town guests, we recommend several hotels and will be happy to assist in making reservations. Contact Pam Pryor for assistance at ppryor@julyservices.com.
The Topics
The 2008 ERISA Workshops will cover an array of
informative and beneficial topics including:
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Understanding and Using Plan Design in Selling
Plans
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When to recommend DB / DC Combo and Cash Balance
Plans
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Understanding the Need for Plan Corrections
(VCP) in Marketing and Building Business
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Marketing Opportunities in the 403(b) Market
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The Speaker
Charles D. Lockwood, J.D., and L.L.M. (Taxation)
Mr. Lockwood has over 15 years experience in the employee benefits field. Mr. Lockwood presently is a principal of Global Benefit Advisors, L.L.C., a pension consulting firm. Mr. Lockwood was previously a Vice President of Pension Publications of Denver, Inc. (PPD) and a senior consultant with Coopers & Lybrand's Human Resources National Technical Services Unit in Washington, D.C.
Mr. Lockwood worked for 5 years in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. His responsibilities with the IRS included the review of prototype retirement plans and the training of IRS personnel. Mr. Lockwood was also the primary author of numerous IRS Revenue Rulings and Revenue Procedures, including Rev. Procs. 89-9 and 89-13 which established the current Master/Prototype and Regional Prototype Programs.
Mr. Lockwood has written numerous articles and lectured extensively on employee benefits topics.
Mr. Lockwood received his B.S. in Political Science from the University of South Florida, his J.D. from the University of Florida, and a Masters of Law in Taxation from the Georgetown University Law Center.
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