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It's a New Day—Is Your Plan Stuck in the Past?

Overview
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Who Will Attend?

 

The landscape and lexicon for employer-sponsored retirement plans have changed dramatically. QDIAs, target-date retirement funds and liability driven investing are the new investment buzzwords. And, terms like the DBization of DC plans and auto-401(k) plans have become commonplace. On the fiduciary front, class-action lawsuits against employers are proliferating, while regulators are scrutinizing plan fees and issuing rules regarding disclosure policies. It’s no wonder that even the most seasoned of plan sponsors can feel out of sync with the times. The Mid-Sized Retirement & Pension Plan Management Conference, May 6–9, 2008, in Boston, brings you up-to-date on the issues and out in front of the opportunities in this new era of retirement plan management. Mark you calendar and make plans now to attend. It may be just the wake-up call your plan needs to stay in step with the times.

Stay Ahead of the Fiduciary Curve

  • Find out how “safe” PPA’s safe harbor provisions are and what you must do to claim their protection.
  • How transparent are the fees associated with your plan? Discover what your new
    obligations are to disclose this information to your participants.
  • Get the scoop on the DOL’s investigative focus directly from an EBSA representative.
  • Determine whether adding a QDIA to your investment line-up will give you the fiduciary protection you want.

Update and Improve Your Plan's Design

  • Compare how your plan measures up to those of other employers in providing an
    adequate retirement income for your employees.
  • Learn how to apply successful DB plan investment strategies to your DC investment line-up.
  • Case studies reveal what you should and should not do when you implement automatic features in your 401(k).
  • Explore how investment advice can fit into the QDIA component of your plan.
  • Weigh the pros and cons of freezing, keeping or terminating your DB plan as speakers explain the upside and downside of each alternative.
  • New regulations for 403(b) plans take effect in 2009. Find out now what you need to do to comply.

Get the Facts on New Investment Vehicles

  • Managing pension liabilities takes on new importance under PPA. Learn how liability driven investment strategies may help you control volatility.
  • QDIAs come in various forms. Discover which may be best for your plan and participants.
  • Learn that not all target-date funds are the same. Uncover the facts you need to evaluate, select and monitor these popular asset allocation investments.
  • Explore the role that alternative investments can play in diversifying your DB plan’s portfolio.

Refine and Target Your Messages to Plan Participants

  • Learn how automatic solutions, combined with results-oriented communications, can boost your employees’ retirement readiness.
  • Late-career employees need help with all of the choices they must make to ensure a successful retirement. Gain an understanding of what employers can do to assist them with their decisions.
  • Discover how print and electronic communications combine to deliver powerful, personalized messages that engage and motivate plan participants.

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Presented by:


Media Partner
The Mid-Sized Retirement & Pension Plan Management Conference is proud to welcome BenefitsLink.com as the official Media Partner for the 2008 Boston program.

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Who Will Attend?
Executives responsible for 401(k), pension, profit sharing, 403(b), 457 or retirement savings plans, including:

  • Company officers with plan fiduciary responsibilities
  • Human resource directors, managers and specialists
  • Chief financial officers, treasurers and controllers
  • Employee benefits/compensation directors, managers and specialists
  • Pension/savings plan managers and trustees

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