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Earn up to 14 CPE (for CPAs) credits.

Attend a pre-conference workshop or tutorial and earn additional credits.


 

Conference Workshops
A GRID for this series of workshops is available in PDF format.
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Wednesday

Thursday

Friday

  7:45 am-8:15 am  

10:30 am–11:30 am

9:45 am–10:45 am

10:15 am–11:15 am

1:45 pm–2:45 pm

11:00 am–12:00 pm

11:30 am–12:30 pm

3:00 pm–4:00 pm

2:15 pm–3:15 pm

 

3:30 pm–4:30 pm

 

Thursday, 3:30 pm–4:30 pm

29. Ask the Lawyer
I.S. Kopelman
DLA Piper US LLP

30. Evaluating the Features of Automatic Programs Within Your 401(k) Plan
G. DeMaio
Merrill Lynch

31. Alternatives to Traditional Asset Allocation
M.E. Swartzwelder
Prudential Financial

32. Risk, Age-Based and Custom Allocation Funds—Monitoring Best Practices
J. Ward, M.E. Falcone
401(k) Advisors


29. Ask the Lawyer
This is an opportunity for you to ask an ERISA attorney all of those unanswered questions you have about the Pension Protection Act, as well as other nagging legal questions you have about your retirement and fringe benefit plans. Take advantage of this opportunity to quiz a top benefits attorney “free of charge.”

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30. Evaluating the Features of Automatic Programs Within Your 401(k) Plan
This session pulls back the curtain on the individual components of automatic programs and explores the pros and cons of auto-enrollment, auto-increase and selection of qualified default investment alternatives.

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31. Alternatives to Traditional Asset Allocation
Explore the role that non-traditional investments play in your DB plan’s asset allocation strategy. Learn how liability driven investments can reduce a plan’s volatility and smooth out funding volatility.
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32. Risk, Age-Based and Custom Allocation Funds—Monitoring Best Practices
Your participants trust that your asset allocation funds have simplified and, yet, enhanced their investment decisions. Should they? How do you know if the performance is good or bad if there are no agreed upon peer groups or benchmarks? Should you compare one 2020 fund with that of another money manager? Learn how to monitor your asset allocation funds in a best practices approach.

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