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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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25. Understanding Today's Legal Environment
New legislative and regulatory proposals are coming from every corner of
the nation’s capital. Many of these changes could have a profound impact
on your organization’s retirement plans. Join a specialist in employee
benefits and tax law for a discussion on the Washington environment. Gain
fresh insights into how current and proposed legislation and regulatory
changes may affect your plan and participants, and learn what may be on
the horizon.
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26. Controlling Pension Volatility Risk: Aligning LDI Strategies with 2008–2010 Funding Rules
Implementation of dramatically new funding rules for defined benefit plans
begins in 2008. These changes raise the importance of pension liabilities
and challenge senior financial executives to find new ways to manage
the increased funding and accounting volatility. Highlights of this session
include an outline of the components of PPA that go into effect this year, a
discussion of investment strategies to use to control your plan’s impact on
your financial statements and a case study of liability driven investing that
provides examples of volatility reduction.
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27. Reaching the Mid-Sized Plan Participant
What’s the right mix of participant communication and educational tools
and services that will encourage your participants to save smarter through
their retirement plan? Learn effective strategies that engage participants,
increase participation and motivate them to take action and save more.
This session reviews successful print and electronic communication
campaigns that focus on the use of advice, target-date funds and other
strategic tools to use to reach mid-sized plan participants.
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28. How to Evaluate Target-Date Funds
Not all target-date funds are created the same. This workshop helps you
determine the right questions to ask your provider so you can understand
the underlying portfolio composition, risks and general investment
approach. Learn how to monitor these funds using proper benchmarks and
peer groups. The goal is to help you, as a sponsor, make informed decisions
about which target-date funds you offer and then make sure you do the
necessary monitoring.
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