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  • WELCOME
    • About Us
    • BOARD OF DIRECTORS
  • EVENTS
  • Membership
  • CEBS Program
    • Gamma Iota Sigma
  • Resources
    • Past Presentations >
      • 2024 Presentations
      • 2023 Presentations
      • 2022 Presentations
      • 2021 Presentations
      • 2020 Presentations
      • 2019 Presentations
      • 2018 Presentations
  • Job Postings
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2025 Retirement Plan Roadmap:
​Legal Insights for the Year Ahead
​

Thursday, February 13, 2025

Register Here
Anne Meyer and Jim Griffin of Snell & Wilmer L.L.P. will present on a variety of legal topics that are important to know about for 2025.  They will discuss new SECURE changes that are first effective in 2025 and the related IRS plan amendment deadlines.  Their presentation will also include an update on 401(k) litigation, including the wave of forfeiture lawsuits and an update on investment performance and expense litigation, focusing on several important court cases from late 2024.  Finally, their presentation will conclude with their thoughts about what to expect on employee benefits from the new Trump Administration and a reminder of the basics that are so important in complying with the fiduciary requirements of ERISA.

Schedule

7:30 am - Check in begins and light breakfast will be available

7:55 am - Welcome and Introduction

CE Day Courses:
8:00 - 9:00 am (1 hour CE)
  • Cost Containment Strategies, Speaker: Gentry Lynn, Healthcare Bluebook

9:00 - 9:15 am - Break

9:15 - 10:15 am (1 hour CE)
  • Long Term Disability, Speaker: Stuart Qualia, Mutual of Omaha ​

10:15 – 10:30 am - Break
​
10:30 – 11:30 am (1 hour CE)
  • Demystifying Healthcare, Speaker: Dr. Eric Bricker, First Stop Health

11:30 am – 12:00 pm - Lunch will be served

12:00 – 2:00 pm (2 hours CE – Ethics)
  • Ethics, Speaker: Brennan Cook, Principal

2:00 - 2:15 pm - Break

2:15 - 3:15 pm (1 hour CE)
  • Self-Funding 101, Speaker: Devon Rex, Tokio Marine HCC

3:15 - 3:30 pm - Break

3:30 - 4:30 pm (1 hour CE)
  • Stop Loss 101, Speaker: Devon Rex, Tokio Marine HCC
DATE:
Thursday, May 12, 2022

TIME:
8:00 am - 4:30 pm Central
​Registration opens at 7:30 am

LOCATION:
Maggiano’s Northpark
205 Northpark Center
Dallas, Texas, 75225​

COST OPTIONS:
All Day

$85 Chapter Member
$115 Non-Member

Lunch and Ethics Session

$32 Chapter Member
$40 Non-Member
​
Morning or Afternoon Only
$55 Member
$75 Non-Member
​
REGISTRATION:
Please click here to register.

QUESTIONS:
[email protected]

​CONTINUING EDUCATION:
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This program qualifies for seven (7) CEBS Compliance credits.
​Visit 
www.cebs.org/compliance for more information.
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This program qualifies for seven (7) TDI CE credits.
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