| 
Conference Workshops
A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
6. Basics of Defined Contribution Plans Under PPA 2006, Part II
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.
Back to Top
7. QDIAs: Does Your Plan Need One?
What are qualified default investment alternatives (QDIAs), and should
your plan have one? This session reviews the DOL’s final regulations
which, when met, can create fiduciary protection for you, the plan
sponsor. Take advantage of this session to learn why all plans should look
closely at adding a QDIA.
Back to Top
8. Communication Strategies for Late-Career Participants
Pre-retirees have the daunting challenge of making a list of informed
decisions on a number of important topics, such as distribution planning,
financial planning, budgeting, tax planning, health management
and lifestyle choices. Learn how plan sponsors can help employees
approaching retirement make better decisions for their retirement and
assist them with these very personal decisions. Explore ways to assist
late-career employees in planning for a successful retirement.
Back to Top
9. Automatic Solutions and the Impact on Retirement Security
Automatic enrollment and other automatic solutions, such as lifecycle
funds and managed account programs, have the ability to dramatically
improve participant retirement savings outcomes. Learn about new
research that has shed light on how automatic solutions are affecting
retirement savings for participants today, and then examine how
employees enrolled automatically compare to those enrolled voluntarily.
The results may surprise you.
Back to Top
10. Target-Date and Target-Risk Funds: We Put Them on the Menu, Now How Are They Doing?
Plan sponsors have been adding target-date and/or target-risk funds to
plan menus to help participants find an easier way to diversify and make
solid choices in planning for retirement. How do you monitor these funds?
What are the appropriate comparisons? Who are their peers? Discuss
benchmarks and peer groups that may help in evaluating and monitoring
asset allocation funds.
Back to Top
Home | About
Us
| Conference
Calendar
| View
Past Presentations
View E-Seminars
| Registration
|
FAQ
| Contact
Us |
