2017 TLFFRA PEER REVIEW TRAINING


May 4th & May 5th, 2017
Conroe Tower, 6th Floor Banquet Room
300 West Davis Street
Conroe, Texas 77301

Thursday, May 4, 2017 1:00-5:00
1. Ethics                                                                               Bryan Jones, Longview
         Why should WE be good?
2. TLFFRA Statute                                                               Kolby Beckham, Longview
3. TX Constitution and Government Code                    Kevin Deiters, TESRS
4. Actuarial Matters                                                           David Sawyer, Retirement Horizons
         How to respond to questions about your funding levels and unfunded liabilities

Friday May 5th, 2017 8:00- 12:15
                              Breakfast sponsored by South Texas Money Management
1. Bonds 101                                                                               Madelon Leone, STMM
         Why they should be a part of your asset allocation
2. Panel Discussion                                                                     Alva Littlejohn, Lubbock
         Plan design and administration
3. Current Legal Issues                                                               Chuck Campbell, Jackson Walker
         I.R.S. Determination Letters, QDRO'S, and other Issues
4. Records Management and Retention                                 Jack Watkins, Lubbock
5. P.R.B. Reporting                                                                      Andy Parker, Longview




Room block:
Hampton Inn & Suites
2242 Stoneside Rd.
Conroe, TX 77303
936-539-1888

Standard King/Double: $109
Studio King Suite: $119
Block Name: CONROE FIRE DEPARTMENT
*Block Ends on 4/4/17*

Download Agenda


The Conroe Professional Firefighters Association, Local 2731 has obtained a room block for May 4, 2017 if our Brothers and Sisters would like to take advantage of this the information is listed below. We will also be hosting a fish fry with drinks for everyone in attendance on that evening after the class.