Employee Benefits Law Section
Annual Meeting & CLE

Attorney Audit Letters for Qualified Plans: The Substance Behind the Forms

1.5 hours of Ethics CLE credits applied for

When:
Tuesday, May 20, 2008
11:30 am - Council Meeting
12:00 noon - CLE Program

Where:
The Marquette Hotel
Mississippi River Room
710 Marquette Ave., Mpls.

Cost:
$40    Employee Benefits Law Section members
$45     Non-Employee Benefits Law Section members
Free Law Students

NOTE: You must be a member of the MSBA and use a VISA/MC for this function.
 You should receive an email confirming your online registration.  If you do not, please contact Kim at kbasting@mnbar.org.

REGISTER ONLINE BY:
Friday, May 16, 2008.

OR send registration form with payment to:
MSBA
Attn: Kim Basting
600 Nicollet Mall #380
Minneapolis, MN 55402
Fax: 612-333-4927

Presenters:
Tamara M. Anderson,
Senior Manager, Audit Services, Deloitte & Touche LLP
Robert A. Seng,
Assistant General Counsel, Target Corporation
John M. Nichols,
Principal, Gray Plant Mooty

The qualified plan audit season is underway, and the inquiring mind of the auditor wants to know all about any actual or possible claims against the plan.  Your job, it seems, is to say as little as possible, which you probably do by answering the auditor's form letter with a form letter of your own.  A panel of three--an auditor and two employee benefit attorneys--will dig into the substance behind these forms from the perspective of the plan auditor, outside counsel and the client.  

These varied perspectives will provide you with a practical look at the attorney client privilege, at how the privilege impacts what the attorney should and should not tell the auditor and whether the attorney's client is the plan sponsor or the plan itself.  You will also be updated on the ABA Statement of Policy Regarding Lawyers’ Responses to Auditors’ Requests for Information.

Please register by Friday, May 16, 2008.

MSBA

 

Please note requests for special accommodations, dietary needs, or accessibility needs when registering.
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