“ I would recommend this conference to any plan sponsor new to his or her fiduciary role. Very informative and well-organized conference. An excellent opportunity to network and share knowledge and experiences." – Rhonda L. Ihde Controller Stillwater Mining Company

Pre-Conference Tutorial Everything You Ever Wanted to Know About Being a Fiduciary but Were Afraid to Ask Jack Dyer and Kenneth Morgan Aon Consulting Sherwin S. Kaplan Thelen Reid Brown Raysman & Steiner LLP Tuesday, May 6, 2008 :: 10:00 am–5:00 pm This day-long, pre-conference tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement plan sponsors. Conducted by a team of highly respected ERISA experts, the tutorial covers issues ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues as well as obligations under the recently enacted pension reform legislation. Among the topics covered are ERISA’s definition of who has fiduciary responsibility, core standards of conduct, fiduciary risk and how to minimize it, and a high-level legal analysis—in lay terms—of the latest developments in fiduciary standards and practices. Separate enrollment is required and available only to conference registrants. Lunch is included with enrollment. Attend this session for only $350 when you register by March 3, 2008 (regular fee $450). back to top Pre-Conference Workshops The Art of Understanding, Documenting and Negotiating Plan Fees Julie Ward and Michael E. Falcone 401(k) Advisors Tuesday, May 6, 2008 :: 2:00 pm–5:00 pm There is considerable noise in the defined contribution world related to plan fees; with the spotlight becoming stronger and stronger, the importance of understanding, documenting and negotiating your fees has never been more important. Analyzing the administrative, record keeping, investment management, employee education and technology cost/value paradigms will create the leverage for the win-win-win we all want. The participants win with either more services at the same cost or lower costs for the same services; the fiduciary wins through a documented, fee-transparent process and the service provider wins with a client positioned for a long-term relationship. Learn the best practices approach to understanding, documenting and negotiating fees for long-term success.   A Primer on Defined Benefit Plans Under the New Rules and Regulations Michael J. Olah and Mark F. Valentine Charles Schwab Tuesday, May 6, 2008 :: 2:00 pm–5:00 pm The Pension Protection Act of 2006 introduced a comprehensive reform package that will have a significant impact on many plans. In addition, the FASB now requires companies to use new methods when recording their DB plans on their balance sheets. Many of these issues hold the potential of generating significant financial repercussions. These changes may also play a leading role as many companies choose to freeze their DB plans and look towards defined contribution solutions. Gain a fundamental understanding of the design, financing and operation of defined benefit plans, and compare the DB delivery to the DC delivery. Hear an overview of the environment in which DB plans currently operate, a review of the various types of DB plan designs and how companies must fund and account for their plans. This session provides much-needed insight into these significant changes and their potential impact on plan sponsors. Separate enrollment is required and available only to conference registrants. Attend one of these sessions for only $150 when you register by March 3, 2008 (regular fee $250). back to top   Home | About Us | Conference Calendar | View Past Presentations View E-Seminars | Registration | FAQ | Contact Us