A GRID for this series of workshops is available in PDF format.
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11. Secrets of a Successful Transition
Have you been with your current retirement provider for three, five, eight years or more? Are you interested in exploring your options with a new provider but keep putting it at the bottom of your “to do” list because of the time and energy it may require from you, your co-workers or direct reports? Long gone is the transition that was measured in months; a transition is now measured in days and, if done correctly, is a smooth and seamless process for both you and your participants. This discussion reveals the secrets of a successful transition—what you should look for and what to ask when interviewing providers.
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12. What to Expect from DOL Investigations
A DOL representative offers insights into the employee benefit plan areas that the Department is currently scrutinizing, its voluntary compliance programs and what you can do to prepare for a DOL investigation.
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13. What a Difference a Year Makes
Since the passage of PPA, adoption of automatic plan features has dramatically accelerated; but the impact has been uneven. This workshop looks at how “auto” has changed the DC landscape and discusses the opportunity that lies before plan sponsors. It examines three case studies of plan sponsors whose differing implementation strategies produced substantially different results. Learn why plans are experiencing these disparities and what can be done to ensure that auto features consistently move the retirement readiness needle forward. Explore, as well, other components of plan design that must be addressed to continue to capitalize on the momentum from PPA.
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14. Controlling Pension Volatility Risk: Aligning LDI Strategies with 2008–2010 Funding Rules
Implementation of dramatically new funding rules for defined benefit plans began in 2008. These changes rewrite how pensions impact the sponsor organizations, and they challenge senior financial executives to find new ways to manage the increased funding and accounting volatility. Highlights of this session include an outline of the key PPA components that change plan funding from this point forward, a discussion of investment strategies to control your plan’s impact on company financial statements and a case study of liability driven investing that provides examples of volatility reduction.
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15. A Little Less Conversation, a Little More Action: Has Client Satisfaction "Left the Building"?
Whether you’re a plan sponsor for a 401(k), profit sharing plan, pension plan or all three, you depend on strong working relationships with your retirement plan services providers. But how can sponsors measure the success of those provider relationships? And what are providers doing to regularly gauge client satisfaction with their products and services? Learn what satisfaction looks like in the record keeping industry—including survey techniques, both new and tried-and-true tools of the trade, and executive sponsor programs that take relationship management to a new level.
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