A GRID for this series of workshops is available in PDF format.
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31. Retirement Income Innovation: Next Generation Target Date Funds
QDIA-compliant target date strategies have an undeniably important role to play in retirement savings and offer important benefits to sponsors and participants. They can be enhanced, however, with an in-plan income solution that helps participants solve for sequencing of market risk and longevity risk— two clear threats to retirement security. The income solution becomes especially powerful when it’s constructed with downside protection, upside potential, money management control and flexibility.
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32. Ask the Lawyer
This is an opportunity for you to ask an ERISA attorney all of those unanswered questions you have about the Pension Protection Act, as well as other nagging legal questions you have about your retirement and fringe benefit plans. Take advantage of this opportunity to quiz a top benefits attorney free of charge.
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33. DB Best Practices for DC Participant Success
Recent regulatory changes place more responsibility on DC plan sponsors. In response, DC plan providers are looking for new solutions to address their changing needs. This session provides examples that highlight key insights into how successful investment techniques from DB can be applied to designing DC investment solutions.
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34. The Secret to Efficiency and Cost Savings in Plan Documentation
Prototype documents and other pre-approved documents—once used only by small employers or service providers with limited product offerings—are now being used by employers of all sizes and for increasingly innovative and complex plan designs due to the efficiencies they provide. Learn how using pre-approved documents can help you better manage your document compliance and plan administration costs. Gain an understanding about the new IRS guidelines that require at least annual amendments to plan documents with regular restatements and filings for IRS approval.
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35. The Art of the Deal—How to Complete an Effective RFP/RFI from the Plan Sponsor Perspective
Developing and sending out a request for proposal (RFP) or a request for information (RFI) can be a long and difficult process. Taking the time to do it right pays off for your company and, most importantly, your plan participants. Gain an understanding of the RFP/RFI process and learn key practices when negotiating your best deal. Whether you are evaluating a current provider or considering adding a new program or vendor relationship, this session will deliver invaluable information from the plan sponsor’s perspective and provide a checklist for the decision-making process.
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