A GRID for this series of workshops is available in PDF format.
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6. Basics of DC Plans Under PPA, Part II
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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7. Is Your 403(b) Ready for Reform?
New 403(b) management regulations go into effect January 1, 2009. Are your plan and your employees ready for the coming “storm?” Are your investment decisions in line with the new regulations? Learn how you can be ship shape for 2009!
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8. Communication Strategies for Late-Career Participants
Pre-retirees have the daunting challenge of making informed decisions on a number of important topics, such as distribution planning, financial planning, budgeting, tax planning, health management and lifestyle choices. Learn how plan sponsors can help employees approaching retirement make better decisions for their retirement and assist them with these very personal decisions. Also explore ways to assist late-career employees in planning for a successful retirement.
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9. How to Evaluate Target Date Funds
Not all target date funds are created equal. This workshop helps you know the right questions to ask your provider to understand the underlying portfolio composition, risks and general investment approach. Learn how to monitor these funds using proper benchmarks and peer groups. The goal is to help you make informed decisions about which target date funds you offer and then make sure you do the necessary monitoring.
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10. A Fiduciary's Guide to Evaluating, Selecting and Monitoring Service Providers
Finding the right service provider for your plan can be time consuming and cumbersome, but it doesn't have to be! Learn about tools and techniques to effectively manage not only your search, but the ongoing relationship with your provider as well. It all starts with clearly defining your goals and objectives and establishing a streamlined bid process to help you compare and contrast provider responses on an “apples-to-apples” basis. The ultimate goal is to be able to document that the process you followed was done in a diligent and prudent manner. Once you have made your decision, it’s also important to establish guidelines for what will be expected of your provider on an ongoing basis. In the end, it is ultimately the participants who will be best served by your having gone through this process.
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