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A GRID for this series of workshops is available in PDF format.
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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.
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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.
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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.
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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.
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