Tuesday, October 14 |
| 9:00
am–5:00 pm |
Registration |
| 10:00 am–5:00 pm |
PRE-CONFERENCE TUTORIAL
Everything You Ever Wanted to Know About Being a Fiduciary but Were Afraid to Ask
Presented by
Aon Consulting
Sherwin S. Kaplan
Thelen Reid Brown Raysman & Steiner LLP |
| 2:00 pm–5:00 pm |
PRE-CONFERENCE WORKSHOP
The Art of Understanding, Documenting
and Negotiating Plan Fees
Nick Della Vedova and Michael E. Falcone
401(k) Advisors |
| 2:00 pm–5:00 pm |
PRE-CONFERENCE WORKSHOP
A Primer on Defined Benefit Plans
Under the New Rules and Regulations
Frank Carberry
Diversified Investment Advisors
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Wednesday, October 15 |
| 7:30
am–4:00 pm |
Registration |
| 7:30
am–9:00 am |
Continental
Breakfast |
| 9:00
am–9:15 am |
WELCOME/OPENING
REMARKS
Steven F. Maier, Ph.D., Conference Co-Chairman |
| 9:15
am–10:15 am |
KEYNOTE
ADDRESS
Modernization of the Defined Contribution Plan: Looking at the Past and What Lies Ahead for the Future
Cynthia Egan
T. Rowe Price Retirement Plan Services, Inc. |
| 10:15 am–10:30 am |
Refreshment Break |
| 10:30 am–11:30 am |
5
Concurrent Workshops |
| 11:30
am–1:30 pm |
LUNCH
AND SPEAKER
The Evolution of Workplace Benefits:
Providing for Employees' Total Financial Health
Rich Linton
Fidelity Investments |
| 1:45
pm–2:45 pm |
5
Concurrent Workshops |
| 2:45 pm–3:00 pm |
Refreshment Break |
| 3:00
pm–4:00 pm |
5
Concurrent Workshops |
| 4:00
pm–5:30 pm |
NETWORKING RECEPTION
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Thursday, October 16 |
| 7:30
am–4:00 pm |
Registration |
| 7:30
am–8:30 am |
Continental
Breakfast |
| 8:30
am–9:30 am |
KEYNOTE ADDRESS
Managing Retirement Plan Risk in a Changing Environment
James V. Morris
SEI Institutional Group |
| 9:30 am–9:45 am |
Refreshment Break |
| 9:45 am–10:45 am |
5 Concurrent Workshops |
| 10:45 am–11:00 am |
Break |
| 11:00
am–12:00 pm |
5
Concurrent Workshops |
| 12:00
pm–2:00 pm |
LUNCH AND SPEAKER
Donkeys, Elephants, Bulls and Bears—Oh My! Economic and Political Impact on Participant Behavior
Pamela A. Popp
JPMorgan Retirement Plan Services |
| 2:15
pm–3:15 pm |
5
Concurrent Workshops |
| 3:15 pm–3:30 pm |
Refreshment Break |
| 3:30
pm–4:30 pm |
5
Concurrent Workshops |
| 4:30
pm–5:30 pm |
RECEPTION
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Friday, October 17 |
| 7:30
am–11:30 am |
Registration |
| 7:30
am–8:30 am |
Continental
Breakfast |
| 8:30
am–10:00 am |
PANEL
DISCUSSION
Strategies to Enhance the Impact
of Your Retirement Program
Moderator:
Mark E. Friedman, Conference Co-Chairman
Panelists:
Drew McCorkle, Aon Consulting
John E. Schadl, Vanguard
Bradley J. Schlichting, Wells Fargo Institutional Trust Services |
| 10:00 am–10:15 am |
Refreshment Break |
| 10:15
am–11:15 am |
4
Concurrent Workshops |
| 11:15 am–11:30 am |
Break |
| 11:30
am–12:30 pm |
4
Concurrent Workshops |
| 12:30
pm–1:30 pm |
LUNCHEON BUFFET
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