
Overview ■ Who Will Attend? ■ Our Partners ■ Early Registration and Team Discounts
What's Inside
Your Retirement Package?
Does your retirement program feel as though it’s boxed in, challenged by regulatory concerns, fiduciary issues and uncertainty over new plan design options? Plan sponsors are realizing that the chore of developing new plan management strategies is being made even more difficult with the passage of the Pension Protection Act. There is good news ahead! One educational program provides real, take-away solutions to all your 401(k) or defined benefit plan issues. The Mid-Sized Retirement & Pension Plan Management Conference, October 7–10, 2007, in Chicago, can enable your company to reach its goals and help your employees meet their retirement income needs. Prepare to expand your approach to plan management and think “outside of the box” as expert speakers present 53+ sessions on timely issues that directly affect your retirement program.
Unwrap the Pension Protection Act
- Learn how PPA 2006 has significantly impacted retirement plans and opened up new opportunities in auto-plan design, administration, disclosure to employees, investment advice and fiduciary protections.
- Ask an ERISA attorney all of those unanswered questions you have about the Act.
- Hear a case study on successful PPA-friendly plan changes that will allow employees to retire on track.
Reinvent Your Employee Communication and Education Programs
- Explore innovative methods to combat participation problems.
- Find out how communication technology can work for your plan, even if your employee base is not technologically savvy.
- Hear from plan sponsors who executed a smart, measurable education program that succeeded through advice, managed accounts and automatic plans.
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Examine DB Funding and Conversion Issues
- Hear about upcoming FASB changes and newly mandated accounting methods for DB plans.
- Learn what to ask your provider when considering the future of your pension plan and the options available, including freezing or terminating the plan.
- Gain an understanding of the full impact PPA 2006 has on defined benefit plans.
Consider New Plan Designs and Features: Are They Right for Your Plan?
- Hear a plan sponsor’s experience with automatic enrollment, advice, auto-increase and target retirement date funds.
- Review the ins and outs of implementing the Roth 401(k).
- Learn how to increase the value of your total compensation package by rebalancing the mix between salary and benefits—and perhaps, better serving your employees in various stages of life.
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Understand Your Fiduciary Risk: Know Your Responsibilities
- Gain an understanding of fiduciary responsibilities associated with your plan fees, how to document your actions and tips for communicating information to participants.
- Listen as an ERISA attorney answers legal questions about retirement and fringe benefit plans.
- Hear from a DOL representative on new regulatory issues and areas of plan management targeted for investigation.
Maximize Your Use of Plan Management Tools and Features
- Review the best tools and services that can help your participants save for a secure retirement, including a case study on how a plan sponsor used advice to help participants stay on track.
- Learn the best practices of working with your provider, from assessment during the search process to working with the selected provider—including a “how to” on completing an effective RFP/RFI.
- Hear the ins and outs of alternative investment strategies, guaranteed income products and building an effective Investment Committee.
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Presented by:
Media Partner
The Mid-Sized Retirement & Pension Plan Management Conference is proud to welcome BenefitsLink.com as the official Media Partner for the 2007 Chicago program.
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Who Will Attend?
Executives responsible for 401(k), pension, profit sharing, 403(b), 457 or retirement savings plans, including:
- Company officers with plan fiduciary responsibilities
- Human resource directors, managers and specialists
- Chief financial officers, treasurers and controllers
- Employee benefits/compensation directors, managers and specialists
- Pension/savings plan managers and trustees
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