SunGard Relius

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The John Marshall Law School – Participating Sponsor The Center for Tax Law and Employee Benefits, under the direction of Professor Kathryn J. Kennedy and Associate Director Barry Kozak, includes the LL.M. (Master of Laws) program in Employee Benefits Law for attorneys, which admitted its first students in 1998, and the M.S. (Master of Science) program in Employee Benefits for non-attorney benefits professionals, which admitted its first students in 2005. The mission of the Center is to educate attorneys and employee benefits professionals in the art and substance of employee benefits law with a curriculum that rigorously encompasses all of the substantive law and skills relevant to this field. The courses stress a transactional approach and deal with actual problems encountered in employee benefits law; are taught by some of the nation’s most prominent benefits attorneys and professionals; and include externships and practicums, as well as tailored elective courses that compliment the broad range of required classes. Additionally, the Center hosts public policy programs that provide academics an opportunity to offer solutions for existing problems, offers CLE programs for practicing attorneys and benefits practitioners, and presents career-oriented programs to assist our students in finding employment that is rewarding and suitable for their individual career goals. Please visit www.jmls.edu/employee.html for complete information.
BPA Harbridge – AutoRollovers by BPA-Harbridge provides a fully compliant IRA Rollover solution. We will work with your current service provider to automate the process of notifying Participants and ultimately processing their rollovers. Once established, our solution is a paperless process in which data is transmitted to us electronically via our secure website. From that point, your only responsibility to these account holders, if and when they come forward, is informing them of how to contact us. There are no program fees to the Plan Sponsor and no set-up fees to the Participant. Each IRA account holder will bear the cost of their IRA through low annual maintenance fees charged directly to their IRA Account. Once a year, BPA-Harbridge will submit data on accounts with outdated mailing address to a locater service, in an attempt to re-establish contact with your former Participants. www.autorollovers.com
Defined Contribution & Savings Plan Alert is a weekly newsletter that delivers exclusive intelligence on tax advantaged retirement, health care and college savings accounts. The key players in the defined contribution mutual fund sectors, including portfolio managers, mutual fund marketers and distributors, and plan sponsors look to Defined Contribution & Savings Plan Alert as the industry leader for breaking news on the 401(k), 401(a), 457, 403(b), 529 and HSA plan markets as well as for information on how fund companies penetrate certain channels - whether that means pricing funds in a particularly attractive way, developing innovative products or advertising them to build brand equity. For a free trial visit www.definedsavingsalert.com
PenChecks, Inc. is the nations’ largest independent Employee Benefit distribution processing organization, which offers technology-based solutions to ensure proper distribution and compliance. In addition, PenChecks also sponsors the Automatic/Default/Missing Participant Rollover IRA Program. To create an account, please visit our website at www.benepay.net. For more information, please visit www.penchecks.com or call 800-541-3938.

A few sponsorships are still available. Call Anne Dionne at 800-326-7235, ext. 5958, for availability.

Showcase your products and services to this select group of pension professionals. The Advanced Pension Conference is an ideal forum for presenting your innovative industry products and services. Anticipated attendance is 200+. Exhibits are limited to 8 – guaranteeing maximum exposure for your marketing efforts.

You will reach – Administrators, owners, principals, and partners of independent administration and consulting firms • Personnel responsible for pension administration, investment programs, or trusts • Actuaries • CPAs • Attorneys • Insurance executives responsible for the planning, implementation, and/or administration of pension and employee benefit programs.