Tuesday, May 6, 2008 |
| 9:00 am-5:00 pm |
Registration |
| 10:00 am-5:00 pm |
PRE-CONFERENCE TUTORIAL
Everything You Ever Wanted to Know About
Being a Fiduciary but Were Afraid to Ask
Presented by
Aon Consulting
Sherwin S. Kaplan
Thelen Reid Brown Raysman & Steiner LLP
back to top |
| 2:00 pm-5:00 pm |
PRE-CONFERENCE WORKSHOPS
The Art of Understanding, Documenting and Negotiating Plan Fees
Nick Della Vedova and Michael E. Falcone
401(k) Advisors
A Primer on Defined Benefit Plans Under the New Rules and Regulations
Michael J. Olah and Mark F. Valentine
Charles Schwab
back to top |
Wednesday, May 7, 2008 |
| 7:30 am-4:00 pm |
Registration |
| 7:30 am-9:00 am |
Continental Breakfast |
| 9:00 am-9:15 am |
WELCOME/OPENING REMARKS
Steven F. Maier, Ph.D., Conference Co-Chairman |
| 9:15 am-10:15 am |
KEYNOTE ADDRESS
A New Day in the Sun: DC Plans in the 21st Century
Cynthia Hayes
Merrill Lynch |
| 10:15 am-10:30 am |
Refreshment Break |
| 10:30 am-11:30 am |
Five Concurrent Workshops |
| 11:30 am-1:30 pm |
LUNCH AND SPEAKER
A Fully Funded Retirement—An American Dream
Patrick J. Kendall
Diversified Investment Advisors |
| 1:45 pm-2:45 pm |
Five Concurrent Workshops |
| 2:45 pm-3:00 pm |
Refreshment Break |
| 3:00 pm-4:00 pm |
Five Concurrent Workshops |
| 4:00 pm-5:30 pm |
NETWORKING RECEPTION
back to top |
Thursday, May 8, 2008 |
| 7:30 am-4:00 pm |
Registration |
| 7:30 am-8:30 am |
Continental Breakfast |
| 8:30 am-9:30 am |
KEYNOTE ADDRESS
Not Your Grandfather's Annuity: Perspectives on the Retirement Income Issue
Barbara Fallon-Walsh
Vanguard |
| 9:30 am-9:45 am |
Refreshment Break |
| 9:45 am-10:45 am |
Five Concurrent Workshops |
| 10:45 am-11:00 am |
Break |
| 11:00 am-12:00 pm |
Four Concurrent Workshops |
| 12:00 pm-2:00 pm |
LUNCH AND SPEAKER
Managing Retirement Plan Risk in a Changing Environment
James V. Morris
SEI Institutional Group |
| 2:15 pm-3:15 pm |
Four Concurrent Workshops |
| 3:15 pm-3:30 pm |
Refreshment Break |
| 3:30 pm-4:30 pm |
Four Concurrent Workshops |
| 4:30 pm-5:30 pm |
RECEPTION
back to top |
Friday, May 9, 2008 |
| 7:30 am-11:30 am |
Registration |
| 7:30 am-8:30 am |
Continental Breakfast |
| 8:30 am-10:00 am |
PANEL DISCUSSION
Avoiding Fiduciary Pitfalls in Today's Fast-Evolving Environment
Moderator:
Mark E. Friedman, Conference Co-Chairman
Panelists:
Howard Hiller
T. Rowe Price Retirement Plan Services, Inc.
Robert A. Holcomb
JPMorgan Retirement Plan Services
Sherwin S. Kaplan
Thelen Reid Brown Raysman & Steiner LLP
|
| 10:00 am-10:15 am |
Refreshment Break |
| 10:15 am-11:15 am |
Four Concurrent Workshops |
| 11:15 am-11:30 am |
Break |
| 11:30 am-12:30 pm |
Four Concurrent Workshops |
| 12:30 pm-1:30 pm |
LUNCHEON BUFFET
back to top |
