PROGRAM AGENDA. Thursday, February 8 7:00 a.m. 1:00 p.m. Registration & Information Desk (Ambassador E Foyer)

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1 American Bar Association SECTION OF LABOR AND EMPLOYMENT LAW EMPLOYEE BENEFITS COMMITTEE 2007 MIDWINTER MEETING Rancho Mirage, California February 7-10, 2007 PROGRAM AGENDA Wednesday, February 7 4:00 6:00 p.m. Registration (Ambassador E Patio) 6:00 7:30 p.m. Welcome Reception (Masters Plaza) Thursday, February 8 7:00 a.m. 1:00 p.m. Registration & Information Desk (Ambassador E Foyer) 7:00 a.m. 8:00 a.m. Continental Breakfast (Ambassador E Patio) 7:00 a.m. 7:45 a.m. Breakfast for First-Time Attendee/ Young Lawyers/ New Employee Benefits Law Lawyers (Ambassador 5 & 6) 8:00 a.m. 1:20 p.m. General Session (Ambassador 1-4) 8:00 a.m. 8:10 a.m. Welcome Remarks Committee Co-Chairs Elizabeth R. Lishner, Employee Co-Chair Santa Monica, California Joyce A. Mader, Union & Employee Co-Chair Martha Jo Wagner, Employer Co-Chair 8:10 a.m. 8:55 a.m. Welfare Plans: Benefit Claims Chapter 14 Thomas Lawrence, Employer Co-Chair Memphis, Tennessee Mark Nielsen, Union & Employee Co-Chair Teresa S. Renaker, Employee Co-Chair Tiffany Santos, Neutral Co-Chair Kay Yu, Employer Co-Chair Philadelphia, California

2 8:55 a.m. 9:40 a.m. Fiduciary Responsibility Chapter 10 Al Holifeld, Employer Co-Chair Knoxville, Tennessee David Preminger, Employee Co-Chair Robert Rachal, Employer Co-Chair New Orleans, Louisiana Douglas Selwyn, Union & Employee Co-Chair Houston, Texas Raphael Shannon, Union and Employee Co-Chair 9:40 a.m. 10:25 a.m. Retirement Plan Design, Qualification and Administration Chapter 5 Kelly Kuglitsch, Employer Co-Chair Milwaukee, Wisconsin John L. Bohman, Union & Employee Co-Chair Timothy R. Bauman, Union & Employee Co-Chair Rochester, New York Matt Renaud, Employer Co-Chair 10:25 a.m. 10:35 a.m. Welcome by Section Chair Patricia Costello Slovak 10:35 a.m. 10:50 a.m. Refreshment Break Sponsored by Employee Benefits Institute of America (EBIA) 10:50 a.m. 11:35 a.m. ERISA Preemption and Effect on Other Laws Chapter 11 Denise Clark, Union & Employee Co-Chair Mark Casciari, Employer Co-Chair Sarah Dennis, Employer Co-Chair Tampa, Florida Richard K. Grosboll, Union & Employee Co-Chair Marc Machiz, Employee Co-Chair

3 11:35 a.m. 12:20 p.m. Special Topic What Non-specialist Need to Know About 409A Brian Dougherty Philadelphia, Pennsylvania Eleanor Banister Atlanta, Georgia 12:20 p.m. 1:20 p.m. Ethics Chapter 20 W. Fulton Broemer, Employer Co-Chair Houston, Texas Maria C. Cangemi, Union & Employee Co-Chair Metairie, Louisiana Gabe Minc, Employer Co-Chair Timothy Parsons, Neutral Co-Chair Denver, Colorado 2:00 p.m. 4:00 p.m. Meet the Leadership Reception 6:30 p.m. 10:00 p.m. Reception at Frank Sinatra Estate and Palm Springs Dine-Around (Roundtrip transportation provided.) The ABA Section of Labor & Employment Law Employee Benefits Committee would like to offer special thanks to the following for their generous contributions in support of this evening s reception: Gold Level Alston & Bird Lerach Coughlin Stoia Geller Rudman & Robbins LLP Liner Yankelevitz Sunshine & Regenstreif Morgan Lewis & Bockius LLP Murtha Cullina LLP O Melveny & Myers LLP Proskauer Rose LLP Reinhart Boerner Van Deuren s.c. Seyfarth Shaw LLP Trucker Huss Vedder Price Venable LLP Silver Level Beeson, Tayer and Bodine Katten Muchin Rosenman LLP Lewis, Feinberg, Renaker & Jackson, P.C. Neyhart, Anderson, Flynn & Grosboll O Donoghue & O Donoghue LLP Friday, February 9 7:00 a.m. 1:00 p.m. Registration & Information Desk (Ambassador E Foyer) 7:00 a.m. 8:00 a.m. Continental Breakfast (Ambassador E Patio) 8:00 a.m. 1:00 p.m. General Session (Ambassador 1-4) 8:00 a.m. 8:15 a.m. Report from the Senior Editors

4 Jane Kheel Stanley, Editor Bethesda, Maryland Jeffrey Lewis, Employee Evan Miller, Employer Jani K. Rachelson, Union & Employee 8:15 a.m. 9:00 a.m. Welfare Plans: Technical & Statutory Chapter 7 Kathy Bakich, Neutral Co-Chair Margery Friedman, Employer Co-Chair Deborah Lerner, Union & Employee Co-Chair Narberth, Pennsylvania Peter Saltzman, Union & Employee Co-Chair Kathleen Schwappach, Employer Co-Chair 9:00 a.m. 9:45 a.m. Reporting and Disclosure Chapter 4 Jim Cole, Union Co-Chair Todd Jackson, Employee Co-Chair Daniel N. Janich, Employer Co-Chair Patricia McCormick, Union Co-Chair Edwin Rawson, Employer Co-Chair Memphis, Tennessee Jayne Zanglein, Neutral Co-Chair Silver Spring, Maryland 9:45 a.m. 10:15 a.m. Regulation of Specialized Types of Retirement Income Plans Chapter 6 John Hyun, Employer Co-Chair Mitchell Pahl, Employer Co-Chair Brian Dougherty, Employer Co-Chair Philadelphia, Pennsylvania

5 10:15 a.m. 10:30 a.m. Refreshment Break 10:30 a.m. 11:15 a.m. Civil Practice and Procedure Chapter 12 Bob Bach, Plaintiff Co-Chair Judy Broach, Union & Employee Co-Chair Russell Hirschorn, Employer Co-Chair Ronald S. Kravitz, Neutral Co-Chair Jeffrey G. Stein, Neutral Co-Chair Karen Wahle, Employer Co-Chair 11:15 a.m. 11:45 a.m. Employment Discrimination and Employee Benefits Chapter 15 Mark DeBofsky, Employee Co-Chair Tom Hancuch Employer Co-Chair Ian Morrison, Employer Co-Chair 11:45 a.m. 12:30 p.m. Special Topic 401(k) Mutual Fund Fee Cases & Related PPA Charges (speakers TBA) 12:30 p.m. 1:00 p.m. Committee Business Meeting 4:30 p.m. 5:30 p.m. Senior & Associate Book Editors and Subcommittee Co-Chairs Meeting 6:00 p.m. 7:30 p.m. Cash Bar Westin Mission Hills Resort (Las Hadas Pool) Saturday, February 10 8:00 a.m. 1:00 p.m. Registration & Information Desk (Ambassador E Foyer) 8:00 a.m. 8:45 a.m. Continental Breakfast (Ambassador E Patio) 8:45 a.m. 12:00 p.m. General Session (Ambassador 1-4) 8:45 a.m. 9:00 a.m. Criminal Law Chapter 19 Roxella T. Cavazos, Employer Co-Chair Houston, Texas John R. Harney, Union & Employee Robert Nagle, Neutral Co-Chair McLean, Virginia

6 9:00 a.m. 9:30 a.m. Corporate Plan Termination and Benefit Insurance Chapter 9 Harold Ashner, Employer Co-Chair Henry Rose, Neutral Co-Chair Lincoln Weed, Employer Co-Chair Washington, Dc David Weingarten, Neutral Co-Chair 9:30 a.m. 10:00 a.m. Collective Bargaining and Employee Benefits Chapter 18 Rick Dennerline, Union & Employee Co-Chair Indianapolis, Indiana Jay Sushelsky, Employee Co-Chair Charles Wolf, Employer Co-Chair 10:00 a.m. 10:30 a.m. Multi-Employer Plans/Withdrawal Liability Chapter 17 Terence G. Craig, Neutral Co-Chair Laguna Woods, California James R. O Connell, Union & Employee Co-Chair Greg Ossi, Employer Co-Chair Vienna, Virginia 10:30 a.m. 10:45 a.m. Refreshment Break Bruce Perlin, Senior Attorney, IRS Office of Chief Counsel 10:45 a.m. 11:15 a.m. Issues Unique to Jointly-Administered Plans Chapter 16 Michael Alaimo, Employer Co-Chair Detroit, Michigan David Potts-Dupre, Union & Employee Co-Chair Lisa M. Gomez, Union & Employee Co-Chair 11:15 a.m. 12:00 p.m. Benefit Claims and Individual Rights Chapter 13 Jim Ciapciak, Employer Co-Chair Norwood, Massachusetts James P. McElligott, Jr., Employer Co-Chair Richmond, Virginia

7 Thomas Moukawsher, Employee Co-Chair Groton, Connecticut William T. Payne, Union & Employee Co-Chair Pittsburgh, Pennsylvania Cassie Springer-Sullivan, Employee Co-Chair