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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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33. Non-Qualified Plan Strategies in a Post-409A Environment
Learn about the new world of non-qualified executive benefits. This
session examines IRS regulations and guidance clarifying compliant plan
operations as well as the flexibility plan sponsors have with respect to
plan design. Gain an understanding of the required changes in deferral
elections, distribution events, payment options and restrictions, and
compliance.
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34. Effective Implementation Techniques for Auto-Services
While PPA has provided plan sponsors with additional incentives to
implement automated services to help reach plan goals, the number of
companies offering these services has not yet reached 50% industry-wide.
Research supports this approach, but it takes some organizations longer to
change. Learn how to gradually make the changes you need to implement
auto-services. This approach, based on best practices experience, will
have your participants thanking you later.
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35. On Track for a Comfortable Retirement—The Right Message to the Right Employee at the Right Time Can Yield the Right Results
Learn how a proven, results-oriented employee communication program
can help your employees make the best choices for their retirement
savings and how you can change your employees’ behavior for the better.
Hear a detailed case study direct from a fellow plan sponsor on planning
and implementing a targeted, personalized campaign that has real impact
on your plan, without breaking the budget.
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36. Alternative Investments in DC Plans—Essential Tools or Hazardous to Your Health?
This session examines the concept of diversification and demystifies
extended asset classes, emphasizing the low correlation between these
and core asset classes. Learn the role of alternatives within target-date
funds that can complete the portfolio and provide the benefits of asset
allocation.
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