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It's a New Day—Is Your Plan Stuck in the Past?
■ Overview
■ Our Partners
■ 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:

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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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