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A GRID for this series of workshops is available in PDF format.
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1. Basics of DC Plans Under PPA, Part I
The Pension Protection Act significantly affects DC/401(k)
plans. Gain an overview of these impacts, including changes
and opportunities in auto plan design, the Roth 401(k),
administration, disclosure to employees, investment
diversification and fiduciary protections. Take away a full
understanding of the most important aspects of today’s new
defined contribution plans, with an emphasis on 401(k) plans.
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2. 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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3. Keep It, Freeze It, Terminate It: What Should We Do with Our DB Plan?
Defined benefit plans are under attack on many fronts.
Primary problem areas include cash funding and accounting
disclosures—more specifically, the volatility caused by
investment returns and interest rates—and the complexities
of the applicable rules. In addition, Congress and the FASB
have more changes in the works. Now is the time to review
your DB plan design and total retirement program structure,
including DC plans. The choices surrounding a DB plan may
not be as simple as maintaining, freezing or terminating the
program. Review the world of retirement plans and explore
their development, issues, problems and potential resolutions
while gaining a full understanding of one of the most serious
issues facing America today.
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4. Getting the Most from Education Workshops
Conducting retirement education workshops is a large
investment for your company, but also one of the most
effective ways to impact participant behavior. Learn how
to use targeted strategies to maximize results from your
education efforts.
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5. QDIA: Considerations for Implementation
The qualified default investment alternative regulations
provide a welcome safe harbor for fiduciaries who make
investment decisions for participants who do not make their
own. In order to take advantage of the safe harbor, however,
fiduciaries need to deal with new selection, monitoring and
fee issues associated with the default. This session reviews the
safe harbor and explores the challenges for fiduciaries.
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