Speakers
Each program will be conducted by one of our well-respected ERISA attorneys.
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Stephen W. Forbes, J.D., LL.M. is a graduate of George Washington University Law Center, Steve joined SunGard Corbel in 1998 with the PPD asset acquisition. Before joining Pension Publications of Denver (PPD) in 1988, Steve was a Tax Law Specialist with the National Office of the Internal Revenue Service, Employee Plans Division. Steve was formerly an Adjunct Professor (Qualified Deferred Compensation), Graduate Tax Program, University of Denver College of Law. |
He conducts many SunGard Relius Education seminars, including the ERISA Workshop, Prototype, 401(k), 403(b) and private in-house seminars, and is the author of The 5500 Filing Guide, and a contributing author of The Pension Library.
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Warren T. Marshall, J.D., LL.M., University of Denver College of Law, is a former practicing attorney and is formerly a lecturer in law, University of Denver College of Law, having taught in the areas of Basic Tax and Qualified Deferred Compensation. Warren joined SunGard Corbel in 1998 with the PPD asset acquisition. Before joining Pension Publications of Denver (PPD) in 1991, Warren was a practicing attorney for fifteen years. Warren is co-author of The Pension Library and has primary responsibility for drafting the ERISA Newsletters. |
He is also the primary presenter of our SunGard Relius Education
Fundamentals of 401(k) and Other Qualified Plans and
401(k) Plans: Beyond the Basics seminars.
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S. Derrin Watson, J.D., APM, received his bachelor's degree in Accounting from Brigham Young University, and his J.D. from UCLA Law School. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. He lectures frequently for the American Society of Pension Professionals and Actuaries (ASPPA) and was recently named recipient of ASPPA's 2006 Educator's Award for his dedication to education for the next generation of retirement plan experts and his continuous support of others. |
Derrin also lectures frequently for the National Institute of Pension Administrators (NIPA), and is a regular presenter at various SunGard Relius Education programs. Derrin is actively involved in authoring The Pension Library, a SunGard technical resource publication, and has authored several articles for the Journal of Pension Benefits, for ASPPA publications, and is the author of Who's the Employer, a detailed analysis of employee and employer issues (leased employees, controlled groups, etc.) that affect qualified plans.