Retirement Plan Boot Camp

Wednesday, June 2, 2010
Registration & Continental Breakfast: 8:30 am - 9:00 am
Course: 9:00 am - 4:00PM

Location
Temple University Center City Campus
1515 Market Street- Room 320
Philadelphia, PA 19102

Instructors
Bill Belanger, Senior Consultant, Towers Watson
Judy Mester, GES Tax Director, Deloitte Tax LLP
Ginger Fisher, GES Tax Manager, Deloitte Tax LLP
Elizabeth Tatterson, GES Tax Senior Consultant, Deloitte Tax LLP
Thomas Pevarnik, Director, National Global Employment Services, Deloitte Tax LLP

Continuing Education Credits:
5.5 HRCI General Credits, 3 PA CLE Credits and 1 PA CLE Ethics Credit

Coordinators
Judy Mester, Deloitte Tax LLP; Mark Dungan, Towers Watson

Sponsor

Program Details:

Speakers:

William Belanger, Senior Consultant, Towers Watson

William L. Belanger is a Senior Consultant with Towers Watson and the Director of the Towers Watson Professional Development Institute (PDI), a group that focuses on the design, development and presentation of benefits seminars and customized in-house education and training programs for clients.  An attorney by training, he has 24 years of experience in retirement plan design, operation and compliance.

Mr. Belanger has particular expertise in benefit plan fiduciary responsibility and governance, and is one of Towers Watson’s leaders in fiduciary education, training and consulting.  He frequently publishes articles on this topic and serves as a guest speaker at conferences.  In addition, Mr. Belanger performs benefit plan governance reviews and evaluations for Towers Watson clients.  He is also the author of PDI’s extensive retirement plan training materials. 

Prior to joining the firm in 1995, Mr. Belanger was a vice president and senior consultant with another worldwide employee benefits consulting firm.  His law degree is from the University of Kansas School of Law, and he is a member of the Bar of the Commonwealth of Pennsylvania.

Judith Mester, GES Tax Director, Deloitte Tax LLP

Judith is a Director in our Global Employer Services practice. She has experience serving large multinational and mid-cap companies in numerous sectors, including manufacturing, consumer business, and telecommunications.  She has extensive experience in Sarbanes-Oxley 404 compliance and internal control audit reviews with an emphasis in employee benefits and executive compensation.  She also has experience in employment tax matters and IRS practice and procedures.

Education:  The State University of New York at Albany, B.A.; Thomas M. Cooley Law School, J.D.

Professional License: Member of the Pennsylvania Bar Association

Professional Affiliations: Editorial Advisory Board for Thompson Publication: 401(k) Handbook; IRS Pension Liaison Group, Member; Philadelphia Academies, Board of Governors for Business Academy; Penjerdel Employee Benefits & Compensation Association, Program Committee and Community Outreach Committee

Published Articles: WorldatWork Workspan Magazine:  HIPAA Privacy: Monitoring Compliance; Thompson Publishing: Prudence for ESOP Fiduciaries—The Ford Motor Case; Worker, Retiree and Employer Recovery Act of 2008 Technical Corrections Summary; Department of Labor Issues Proposed Regulations on Investment Disclosures for Participant-Directed Account Plans

Ginger Fisher, GES Tax Manager, Deloitte Tax LLP

Ginger is a Manager in our Global Employer Services practice. She has experience serving large multinational and mid-cap companies in numerous sectors, including telecommunications and consumer business.  She has extensive experience in health and welfare benefit plan regulatory compliance, including ERISA, HIPAA, COBRA and FMLA.  She also has experience with qualified and non-qualified retirement plan regulatory compliance.

Education: The Pennsylvania State University, B.A.; Temple University School of Law, J.D.; Temple University School of Law, LL.M. and Certificate in Employee Benefits Law

Elizabeth Tatterson, GES Tax Senior Consultant, Deloitte Tax LLP

Elizabeth is a Senior Consultant in our Global Employer Services practice. She is an attorney with experience in the design, implementation, compliance and operation of health and welfare benefit plans, including ERISA, HIPAA, COBRA, and FMLA.  She also has experience working with qualified and non-qualified retirement plans, including multi-employer plans.

Education: James Madison College of Michigan State University, B.A.; University of San Diego School of Law, J.D.; Georgetown University Law Center, LL.M. and Certificate in Employee Benefits Law

Published Articles: Thompson Publishing:

o    Prudence for ESOP Fiduciaries—The Ford Motor Case

o    Worker, Retiree and Employer Recovery Act of 2008 Technical Corrections Summary

o    Department of Labor Issues Proposed Regulations on Investment Disclosures for Participant-Directed Account Plans

Thomas Pevarnik, Director, National Global Employment Services, Deloitte Tax LLP

Thomas Pevarnik is a Director in the National Global Employment Services practice in the Washington National Tax Office.  Tom has over 20 years of experience in employee benefits, including over 15 years with the Washington National Tax Office of Deloitte Tax.  Prior to joining Deloitte, Tom worked with the IRS National Office.  While with the IRS, Tom worked with the Employee Plans Technical and Actuarial division, which specializes in the enforcement of rules related to qualified plans.  While at the IRS, Tom was a charter member of the committee that developed the Voluntary Compliance Resolution Program.  Tom serves as one of Deloitte Tax’s national experts on all tax-favored retirement plans, including pension, 401(k) and 403(b) plans. 

Fees:
$130 PEBA, ABC and NAAAHR Members
$170 Non-members
$65 Students and members in transition

Payment must be received prior to admission. No additional fees to receive continuing education credits.

Materials
All attendees will receive a binder with all lecture materials and case studies, along with a glossary of important employee benefits terms and useful websites.

Class Size:
We can accept a maximum of 50 participants for this course.

Continuing Education Credits:
This program has been approved for 5.5 HRCI General Credits. Pending Approval of 4 PA CE credits for insurance producers.

“The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit.”

Cancellation Policy:
Cancellations must be received 3 business days before the program to receive a refund. If unable to attend the session, a substitution is permitted. To arrange for a substitution, please call PEBA at 215-735-9435.  No-show's will be billed.

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