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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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16. New 403(b) Legislation: Pragmatic Ways to Navigate the Heightened Oversight Needs
This case study details the steps a 403(b) plan sponsor went through to
prepare for new regulations effective January 1, 2009. Learn how this
sponsor was able to enhance the program for participants while
reducing fiduciary liability exposure and designing an ongoing, best
practice investment monitoring process. Uncover how the impending
January 1, 2009, deadline will affect 90-24 transfers and impact your
personal liability—and, most importantly, what you should be doing
now to get ready.
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17. Putting Your Plan First: Fulfilling Fiduciary Obligations
Almost every decision that plan sponsors make to administer their
retirement savings plans is tied to a fiduciary obligation. In today’s
increasingly complex regulatory environment, plan sponsors must fully
understand their fiduciary roles and responsibilities to make prudent,
informed decisions on behalf of their plans and participants. Attend
this session to learn how current and proposed legislation impacts your
fiduciary requirements, including key areas such as reporting, disclosure,
service standards and investment strategies.
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18. 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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19. 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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20. Administrative Choice: Mutual Funds and the Performance of 401(k) Plans
The widespread use of mutual funds in employer-sponsored retirement
plans makes accurate measurement and evaluation of their performance
critically important to plan sponsors. This workshop reveals the bias in data
sources covering their performance. It also examines how well actively
managed funds have performed and the relationship between fees charged
and performance obtained.
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