University Conference Services
LogoHomeAbout usConference CalendarView Past PresentationsRegistrationFAQContact Us
image

imageOverviewConference SponsorsConference HighlightsAgendaPre-Conference WorkshopsWorkshopsHotel And TravelBrochureRegister

Download Brochure



 


A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.

Wednesday

Thursday

Friday

10:30 am–11:30 am

9:45 am–10:45 am

10:15 am–11:15 am

1:45 pm–2:45 pm

11:00 am–12:00 pm

11:30 am–12:30 pm

3:00 pm–4:00 pm

2:15 pm–3:15 pm

3:30 pm–4:30 pm


Friday, 10:15 am–11:15 am

36. The Responsibility of Proper Fee Evaluation for Your Retirement Plan
Presented by
CAPTRUST Financial Advisors

37. Finally! The 403(b) Regulations
D. Ray
Diversified Investment Advisors

38. The ABCs of Asset Allocation Funds
D. Weber
Lincoln Financial Group

39. Benchmarking the Design of Your DB/DC Combination Retirement Program
N. Della Vedova, M.E. Falcone
401(k) Advisors


36. 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 PPA 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.
Back to Top


37. Finally! The 403(b) Regulations
Hear a comprehensive overview of the technical changes brought about by the recent release of the final 403(b) regulations. CFOs, human resource professionals, as well as anyone involved with retirement plan oversight, will benefit from this engaging look at the impact of these new regulations on 403(b) plans.
Back to Top


38.The ABCs of Asset Allocation Funds
Learn about different types of asset allocation funds and the pros and cons of each. Find out what costs are associated with each fund and how to effectively communicate them to plan participants.
Back to Top


39. Benchmarking the Design of Your DB/DC Combination Retirement Program
Plan sponsors with both defined contribution and defined benefit plans have many questions. Are my retirement benefits competitive with the industry? What should I do with my defined benefit plan? Will our employees retire securely with our current plan design? Gain a better understanding of these questions and how to effectively evaluate and manage your plan.
Back to Top

 

Home | About Us | Conference Calendar | View Past Presentations
Registration | FAQ | Contact Us