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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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1. Basics of Defined Contribution Plans Under PPA 2006, Part I
The Pension Protection Act of 2006 significantly affects DC/401(k) plans.
Gain an overview of the impact, including changes and opportunities
in: auto-plan design, the Roth 401(k), administration, disclosure to
employees, investment diversification and fiduciary protections. Take
away a full understanding of the most important aspects of today’s new
defined contribution plans, with an emphasis on 401(k) plans.
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2. 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.
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3. Uncle Sam Wants You...To Be Responsible for Your Own Retirement
This informative workshop showcases a number of plan sponsors who
have made changes to their plans and the services they offer their
employees based on passage of the Pension Protection Act. The goal
is to help their employees get to and through a comfortable retirement.
Included in the session is national and industry-specific benchmarking
data from many plan sponsors that can help you better understand how
your plan and the services you offer your employees stack up. Gain
insight, too, into 401(k) rates of return for participants who receive
professional advice, invest in target-date funds or go it alone.
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4. If at First You Don't Succeed: Responding to Test Failures
This workshop covers the root causes of nondiscrimination test failures,
alternative testing methods, test correction methods and deadlines, plan
design options to prevent future failures and communication strategies as
well as non-qualified plan alternatives.
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5. Enhancing the Participant Experience: Measurement and Execution Techniques that Create a Successful Plan
Future retirement plans will be judged by the participant experience. How
much is the employee saving? What investments has he or she selected?
Will the participant’s account balance be adequate at retirement? How
will the shift from plan features to individual results affect the changing
fiduciary landscape? How will plan sponsors measure the participant
experience and execute management strategies? Learn the answers
to these questions and how to have a positive impact on a participant’s
retirement income.
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