Mid-Sized Pension Plan Management Conference Workshops

A GRID for this series of workshops is available in PDF format.
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Thursday, 9:45 am–10:45 am

16. A Primer on Fiduciary Responsibility for 401(k) Plan Sponsors
C.A. Giorgi
The Hartford

17. PPA Case Studies—Plan Sponsors Take Action
M.J. Olah
Charles Schwab

18. Key Considerations When Analyzing Target Date Funds
S.J. Donaldson
Vanguard

19. Pension Plans: How to Use an Asset-Liability Study to Explore Liability Driven Investing
T.A. Swain
Wells Fargo Institutional Trust Services

20. After the Mutual Fund Scandals: What Investment and Fiduciary Committees Should Focus On
Presented by
Aon Consulting

16. A Primer on Fiduciary Responsibility for 401(k) Plan Sponsors
Take part in this primer for sponsors of 401(k) plans and gain a better understanding of your fiduciary duties. Walk away with tools to help you better manage your responsibilities.
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17. PPA Case Studies—Plan Sponsors Take Action
This informative workshop showcases a number of plan sponsors who have made changes to their plans and the services they offer employees as a result of the Pension Protection Act. The goal is to help their employees get to and through a comfortable retirement. National and industry-specific benchmarking data from many plan sponsors helps you better understand how your plan and the services you offer stack up. Gain insight, too, into 401(k) rates of return for participants who receive professional advice, invest in target date funds or go it alone.
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18. Key Considerations When Analyzing Target Date Funds
This session takes an in-depth look at four key considerations for selecting target date funds: construction of a glidepath, the management style of underlying assets, the trade-offs of packaged versus customized solutions and the impact that target date funds have on participant portfolios. Included is a discussion of research on how target date funds are being used with the new QDIA regulations.
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19. Pension Plans: How to Use an Asset-Liability Study to Explore Liability Driven Investing
Over half of CFOs cited pension cost volatility as a major problem or serious concern in a recent survey, and more than a third have already taken a more risk-averse strategy to reduce volatility. Learn how using an asset-liability study can help your organization evaluate the various investment and funding strategies available, including a more in-depth look at how liability driven investing works and could benefit your plan, participants and company.
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20. After the Mutual Fund Scandals: What Investment and Fiduciary Committees Should Focus On
Review current issues that investment and fiduciary committees face, and take away solutions for some of the more difficult challenges. What is an appropriate response to the wave of 401(k) fee litigation? When should funds be placed on "watch" and terminated? Should "bad" funds be frozen or terminated? How does the mutual fund scandal affect me? My 401(k) provider is offering investment advice for participants; should we use it? Gain a deeper understanding of these and other critical issues.
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