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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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21. 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.
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22. Liability Driven Investing—New Focus for Defined Benefit Plans
It has been a wild ride for DB plan sponsors over the past decade: many
plans went from well-funded to under-funded in just a few short years.
High-profile plan insolvencies resulted in the passage of PPA 2006 and the
adoption of funding and accounting reforms. Stricter funding requirements
and the need for greater financial transparency have spotlighted the
need to control pension plan surplus volatility. Learn how liability driven
investing offers a different perspective for addressing the financial
realities of today’s DB plans.
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23. So Many Funds, So Many Choices—Selecting the Appropriate Investments for Your 401(k)
Examine how to determine the number and types of mutual funds to offer
plan participants and enable them to develop an appropriate overall
investment portfolio. Review the basic mean variance portfolio analysis
and learn how to use this analysis to develop an appropriate investment
menu. Real data and funds illustrate the principle.
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24. After the Mutual Fund Scandals: What Investment and Fiduciary Committees Should Focus On
Review current issues investment and fiduciary committees face, and
take away solutions for some of the more difficult challenges. What is an
appropriate response to the wave of 401(k) fee litigation? When should
funds be placed on “watch” and terminated? Should “bad” funds be
frozen or terminated? My 401(k) provider is offering investment advice for
participants; should we use it? Gain a deeper understanding of these and
other critical issues.
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