Mid-Sized Pension Plan Management Conference Workshops

A GRID for this series of workshops is available in PDF format.
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Thursday, 2:15 pm–3:15 pm

26. Understanding Today's Legal Environment
J.E. Schadl
Vanguard

27. New 403(b) Legislation: Pragmatic Ways to Navigate the Heightened Oversight Needs
N. Della Vedova, M.E. Falcone
401(k) Advisors

28. Automatic Enrollment Best Practices: What Works and Why
P. Chandler
Retirement Made Simpler
M. Herndon
AARP

29. On Track for a Comfortable Retirement—The Right Message to the Right Employee at the Right Time Can Yield the Right Results
C. Miller
Charles Schwab

30. QDIA: Does Your Plan Need One?
R.W. Gray
DWS Scudder

26. Understanding Today's Legal Environment
New legislative and regulatory proposals are coming from every corner of the nation’s capital. Many of these changes could have a profound impact on your organization’s retirement plans. Join a specialist in employee benefits and tax law for a discussion on the Washington environment. Gain fresh insights into how current and proposed legislation and regulatory changes may affect your plan and participants, and learn what may be on the horizon.
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27. New 403(b) Legislation: Pragmatic Ways to Navigate the Heightened Oversight Needs
This case study details the steps a 403(b) plan sponsor has gone through to prepare for new regulations that go into effect January 1, 2009. Learn how this sponsor was able to enhance the program for participants while reducing fiduciary liability exposure and designing an ongoing, best practice investment monitoring process. Uncover how the impending deadline will affect 90-24 transfers and impact your personal liability—and, most importantly—what you should be doing now to get ready.
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28. Automatic Enrollment Best Practices: What Works and Why
Are you on the fence about automatic enrollment or escalation? Soak up the latest research, case studies and peer feedback on what makes the most successful 401(k) plan. Participate in a frank discussion of costs, what to ask a plan administrator and whether automatic features are the best way to reach those who always seem to fall through the retirement savings cracks.
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29. On Track for a Comfortable Retirement—The Right Message to the Right Employee at the Right Time Can Yield the Right Results
Learn how a proven, results-oriented employee communication program can help your employees make the best choices for their retirement savings, and learn how you can change your employees’ behavior for the better. Hear a detailed case study directly from a fellow plan sponsor on planning and implementing a targeted, personalized campaign that has real impact on your plan, without breaking the budget.
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30. QDIA: Does Your Plan Need One?
What are qualified default investment alternatives (QDIAs), and should your plan have one? This session reviews the DOL’s final regulations which, when met, can create fiduciary protection for you. Take advantage of this session to learn why all plans should look closely at adding a QDIA.
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