Lori Oliphant to speak at Plan Administrator Skills Workshop

03.07.14

Winstead shareholder Lori Oliphant will be among the faculty at the 2014 Southwest Benefits Association Plan Administrator Skills Workshop. Lori will serve as a panelist on the topic of 408(b)(2) Service Provider Notices. The discussion will cover notice requirements, fiduciary responsibility with respect to notice requirements, new developments affecting notice requirements, and the application of the notice requirement to real world scenarios.

The Southwest Benefits Association is a regional association of experienced professionals in the field of employee pension and welfare benefits. For more information and event registration details, please click here.

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.

Operators

AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.

back to top