| 
Conference Workshops
A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
37. The Responsibility of Proper Fee Evaluation for Your Retirement Plan
What fee does your company pay for its retirement plan? How does
the cost compare to the industry’s? As a fiduciary, are you properly
monitoring and communicating your retirement plan’s total cost?
Increased focus on fee transparency and the new Pension Protection
Act guidelines have brought retirement plan fee evaluation and oversight
to the forefront. Gain a better understanding of these issues and how to
properly evaluate and manage them.
Back to Top
38. What a Difference a Year Makes
Since the passage of PPA 2006, adoption of automatic plan features has
dramatically accelerated; but the impact has been uneven. This workshop
looks at how “auto” has changed the DC landscape and discusses the
opportunity that lies before plan sponsors. It examines three case studies
of plan sponsors whose differing implementation strategies produced
substantially different results. Learn why plans are experiencing these
disparities and what can be done to ensure that auto-features consistently
move the retirement readiness needle forward. Explore, as well, other
components of plan design that must be addressed to continue to capitalize
on the momentum from PPA.
Back to Top
39. Tricks, Traps and Target-Date Funds
As target-date funds proliferate in 401(k) plans, what tricks do plan
sponsors need to be aware of to protect them from making a poor
investment decision? What traps have been set along the way to lead
plan sponsors down the wrong path? This interactive session outlines
the steps necessary to avoid common tricks and traps by highlighting
examples of evaluating, implementing and monitoring target-date and
other DC plan funds.
Back to Top
40. Target-Date and Target-Risk Funds: We Put Them on the Menu, Now How Are They Doing?
Plan sponsors have been adding target-date and/or target-risk funds to
plan menus to help participants find an easier way to diversify and make
solid choices in planning for retirement. How do you monitor these funds?
What are the appropriate comparisons? Who are their peers? Discuss
benchmarks and peer groups that may help in evaluating and monitoring
asset allocation funds.
Back to Top
Home | About
Us
| Conference
Calendar
| View
Past Presentations
View E-Seminars
| Registration
|
FAQ
| Contact
Us |
