Chair: James R. Raborn, Baker Botts L.L.P., Houston, TX
8:30am Opening Remarks by the Chair.
8:35am Focus on the Department of Labor. The most significant items from the annual Questions & Answers session with Department of Labor will be summarized. Moderator: Dave Mustone, Hunton & Williams LLP, McLean, VA. Panelists: Lou Campagna, Chief, Division of Fiduciary Interpretations, Department of Labor, Washington, DC; Susan Halliday, Office of Regulations and Interpretations, Employee Benefits Securities Administration, Department of Labor, Washington, DC.
9:35am PBGC Policy Report. This panel will address current issues of importance involving the Pension Benefit Guaranty Corporation, Washington, DC, including pending and recently inactive legislation.
9:50am Defined Benefit Perspectives from the PBGC. PBGC representatives have been invited to highlight emerging issues and areas of concern. In addition, the most significant items from the annual Questions & Answers session with the PBGC will be summarized.
10:05am SEC Q & A Highlights. The most significant items from the annual Questions & Answers sessions with the SEC will be summarized.
10:20am Roth 401(k) Contributions--Legal, Practical, and Financial Planning Issues. The program will examine the legal, practical, and financial planning issues that plan sponsors must consider when deciding whether to implement Roth 401(k) contributions, and that participants must consider in deciding whether to make them. The program will discuss the tax benefits of Roth 401(k) contributions and compare them with the tax benefits associated with other kinds of contributions, including traditional 401(k) contributions and contributions to alternative savings vehicles such as HSAs. Moderator: Kurt Lawson, Pillsbury Winthrop Shaw Pittman LLP, Washington, DC. Panelists: Taina Edlund, Deloitte & Touche LLP, Washington, DC; Dave Gordon, Clark Consulting, Los Angeles, CA; Amelia Hillman, Beers & Cutler PLLC, Washington, DC; Thomas J. Hohl, Fidelity Employer Services Company, Boston, MA; Thomas A. Jorgensen, Calfee Halter & Griswold LLP, Cleveland, OH; Benjamin F. Spater, Trucker Huss APC, San Francisco, CA.
SECTION PROGRAM
Date: 5/6/06
Start Time: 2:00PM
End Time: 4:00PM
Let the Sun Shine In -- Disclosing Executive Pay
An in depth exploration of the SEC’s recent proposal to significantly revise the proxy and other SEC disclosure rules for executive pay and required disclosures for executive compensation under the revised 8-K rules and how the recent proposals will change such requirements . Panelists will review the impact of the proposed rules on the 2006 proxy season, the implications of these rules and the 8-K disclosure requirements for the future and their likely impact on executive compensation.
Moderator: Susan J. Daley, Perkins Coie LLP, Chicago, IL
Panelists:
Mark Borges, Mercer Human Resource Consulting, Washington, DC
Althea R. Day, Morgan Lewis & Bockius LLP, Washington, DC
Charles DeLeon, GTSI Corp., Chantilly, VA
Edward Hauder, Buck Consultants, Chicago, IL
Anne M. Krauskopf, Senior Special Counsel, Office of Chief Counsel, SEC, Washington, DC
Jennifer McGrarey, Verizon, Washington, DC
Patrick McGurn, Insitutional Shareholder Services, Rockville, MD
Gail W. Stewart, Baker Botts LLP, Houston, TX
Sponsored by: Employee Benefits Committee
