September 26, 2011;  401(k) and 403(b) Plan ERISA DISASTERS;  Dallas, TX

• Speaker:     Jewell Lim Esposito
• Audience:   CEOs, CFOs, HR Managers, Manager  of Benefits/Pensions/Retirement Planning    
• Location:    23rd Annual Benefits Forum & Expo    Hyatt Regency Reunion, 300 Reunion   Boulevard, Dallas, TX   75207

ERISA disasters have crippled American business – Learn how you can protect your 401(k) and 403(b) plans and avoid common retirement disasters. Failing to detect and correct ERISA violations can result in increased HR and management man hours, strained employee relations, tax sanctions from the Internal Revenue Service and fiduciary breach claims from the Department of Labor. A MUST session for HR professionals who need to be able to identify ERISA issues.

PAST Speaking Engagements: 

May 16, 2011
GINA: It's More Than Just A Pretty Name; Charlotte, NC  

• Speaker:     Brian Magargle
• Audience:   South Carolina Chamber of Commerce Annual Human Resources Meeting
• Location:    Marriott Grand Dunes, 8400 Costa Verde Dr., Myrtle Beach, SC

May 4-6, 2011; 2011 Business Advisor Symposium presented at Kaiser Permanente 

• Speaker:    David A. Pearson
• Audience:  Approximately 250 insurance brokers and consultants.
• Location:     The Grand Del Mar Hotel, 5300 Grand Del Mar Court, San Diego, CA                                                                                                         

April 27 2011
Florida West Coast Employee Benefits Council 2011 Annual Educational Workshop led by David A. Pearson, Esq., Constangy, Brooks, and Smith, LLP
Tampa, FL 

•  Speaker:      Mark C. Neilsen, Esq., Craig P. Hoffman, Esq., T. David Cowart, Esa.
•  Audience:      Florida West Coast Employee Benefits Council members & nonmembers
•  Location:        Tampa Center club, 123 S. Westshore Boulevard, Tampa, FL

April 15, 2011
The Star Treatment: Health Care & Benefits
2011 Labor and Employment Law Workshop
Charlotte, NC 

• Speaker:     Brian Magargle
• Audience:   Human resource professionals; business owners; supervisors; managers; corporate counsel
• Location:    The Employers Association, 3020 W. Arrowood Rd., Charlotte, NC

April 7, 2011                                                                                                             Current employee benefits issues, including the repeal of the 1099-misc reporting requirements for payments to corporations, and the IRS guidance for reporting the costs of health care coverage on employee W-2s.

•  Speaker:          David A. Pearson
•  Audience:        Tampa Bay Pension Club
•  Location:         Tampa, Florida

March 22, 2011
The Star Treatment: Health Care & Benefits
2011 Labor and Employment Law Workshop
Tampa, Florida 

• Speaker:     Dave Pearson
• Audience:   Upper-Level Executives and Administrators
• Location:    Marriott Waterside

March 16, 2011
Advanced Benefits Issues - Health Care Reform and the PPACA
Advanced Executive Briefing 2011
Jacksonville, Florida 

• Speaker:      Dana Thrasher
• Audience:    Upper-Level Executives and Administrators 
• Location:     Sawgrass Marriott, Ponte Vedra Beach

February 9, 2011
War Stories in the 401(k) and Fiduciary World
Institutional Retirement Sales & Relationship Management Meeting
(a Bank of America and Merrill Lynch Annual Meeting)
Tampa, Florida 

• Speaker:      Jewell Lim Esposito
• Audience:     Financial Advisers and Brokers
• Location:      Grand Hyatt Tampa