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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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11. DOL Investigations and Enforcement Actions
A DOL representative offers insights into the areas of plan management
the Department of Labor is currently scrutinizing and what you can do to
keep your plan safely in compliance.
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12. DB Best Practices for DC Participant Success
Recent regulatory changes place more responsibility on DC plan
sponsors. In response, DC plan providers are looking for new solutions to
address their changing needs. This session provides you with examples
that reveal key insights into how successful investment techniques from
DB plans can be applied to designing DC investment solutions.
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13. Keep It, Freeze It, Terminate It: What Should We Do with Our DB Plan?
Defined benefit plans are under attack on many fronts. Primary
problem areas include cash funding and accounting disclosures—more
specifically, the volatility caused by investment returns and interest
rates—and the complexities of the applicable rules. In addition, Congress
and the FASB have more changes in the works. Now is the time to review
your DB plan design and total retirement program structure, including
DC plans. The choices surrounding a DB plan may not be as simple as
maintaining, freezing or terminating the program. Review the world of
retirement plans and explore their development, issues, problems and
potential resolutions while gaining a full understanding of one of the
most serious issues facing America today.
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14. Advice and QDIAs
The final QDIA regulations are in effect. Learn about the benefits and
considerations of the various types of investments that are considered
to be qualified default investment alternatives, including the role that
participant advice programs can play in enhancing your participants’
retirement savings and providing safe harbor protection for your plan.
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15. Tricks, Traps and Target Dates
As target-date funds proliferate in 401(k) plans, what tricks do plan
sponsors need to be aware of to protect them from making a poor
investment decision? What traps have been set along the way to lead
plan sponsors down the wrong path? This interactive session outlines
the steps necessary to avoid common tricks and traps by highlighting
examples of evaluating, implementing and monitoring target-date and
other DC plan funds.
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