 |
 |
 |
 |
|
Search
|
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
|
2009 Dallas ERISA Workshop
September 11, 2009
About The ERISA Workshop
Keeping up-to-date with the changing rules and
regulations applicable to pension and
employee benefit plans has never been more
challenging.
To that end, we offer an annual ERISA
workshop for financial consultants focusing on the distinctive
needs of financial advisers.
Highly qualified
advisors who serve the retirement plan market are
invited to attend to the 2009 ERISA Workshop and get
the opportunity to earn valuable continuing
education credit at the one-day workshop. Charles
Lockwood, a national ERISA expert, will provide
insights into the world of ERISA to help you serve
prospects and existing clients.
In addition, our platinum level sponsors will be
presenting at the conference and addressing topics
applicable to the lives of advisors.
Don’t miss
the opportunity to be a part of the one-of-a-kind
training event!
The 2009 ERISA Workshops will cover an array of
informative and beneficial topics including:
-
Understanding New Comparability and Cash Balance
Plans
-
Building Your Retirement Plan Business
-
Current Market Development / Legislative
Forecast
-
Opportunities for Non-Qualified Plans
|
ERISA Workshop Presentation
Click Here to
Download!
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.
|
|
|