“I loved the conference. I felt it offered a wide variety of applicable topics. The workshops gave me many useful tools that I can use back in the office. Thank you!” – Stacey Swanson Manager, Human Resources Schroeder Company, Inc.

Overview ■ Our Partners ■ Who Will Attend? Early Registration and Team Discounts ■ Download Conference Brochure Now! Is Your Plan Management Textbook Outdated? Comprehensive legislative changes, increased regulatory scrutiny, mounting litigation, and unprepared participants have created whole new chapters on plan management. PPA has cleared the way for automating 401(k) enrollment and deferral increases, but it has also introduced strict new rules for traditional pension plans. The DOL is set to provide fiduciary relief for qualified default investment alternatives, but has also ratcheted up what plan sponsors need to know and disclose about plan fees. And, as study after study shows that your employees are not saving enough or investing wisely for retirement, class action attorneys are filing briefs targeting plan sponsors. With all of these changes and challenges, you need to update your plan management book today. The Mid-Sized Retirement & Pension Plan Management Conference, January 27–30 at the Hilton in the Walt Disney World® Resort, Orlando, Florida, is your chance to study with the best in 40+ sessions. Make plans now to attend and move to the head of the plan management class. Primers on How to Avoid ERISA Litigation Discover that ignorance isn’t a defense in an ERISA lawsuit. Find out what you and your participants need to know about plan fees. Learn the questions you and your Fiduciary Committee should be asking of plan providers, consultants, and advisors. Hear DOL and IRS representatives reveal what you can do to keep your plan in compliance and their agents out of your office. Listen as a top ERISA attorney explains how a plan audit can keep your plan out of class action lawsuits. The Changing Fundamentals of DC Plan Design Get up-to-date information on PPA and its impact on DC plan design. Uncover the truth about auto 401(k) plans. Will these features work for you and your employees? Strengthen your knowledge of how QDIAs affect your participants’ account balances and your fiduciary position. Learn why income replacement is the new benchmark for the success of your plan and the “retirement readiness” of your participants. Gain insight into how the Roth 401(k) fits into your overall retirement program. Hear how new funding and administrative rules will affect your non-qualified plan. Master the New Rules for Defined Benefit Plans Gain a fundamental understanding of the impact new funding requirements and accounting rules will have on your pension plan and your company’s balance sheet. Learn about investment strategies designed to curb volatility. Unravel the complex debate over whether to keep, freeze, or terminate your DB plan. Hear case studies of plan sponsors who recently froze their DB plans and transitioned to DC plans and get a real-world perspective on the process and issues to be considered. Understanding the Basics of Target Date and Other Asset Allocation Funds Learn that all asset allocation funds are not created equal, and hear about a best practices approach to evaluating and monitoring these investments. Take away expert advice on criteria you can use to properly evaluate and select appropriate default investments. Participant Education Pays Dividends Learn why participant education and communication are still vitally important in an auto-enrollment, default investment environment. Discover how to meet your fiduciary responsibilities and provide much-needed investment advice to late-career employees. Hear how plan sponsors have implemented targeted, personalized, high-impact communication campaigns without breaking the budget. back to top Presented by: Media Partner The Mid-Sized Retirement & Pension Plan Management Conference is proud to welcome BenefitsLink.com as the official Media Partner for the 2008 Orlando program. back to top   Who Will Attend? Executives responsible for 401(k), pension, profit sharing, 403(b), 457, or retirement savings plans, including: Company officers with plan fiduciary responsibilities Human resource directors, managers, and specialists Chief financial officers, treasurers, and controllers Employee benefits/compensation directors, managers, and specialists Pension/savings plan managers and trustees back to top Home | About Us | Conference Calendar | View Past Presentations View E-Seminars | Registration | FAQ | Contact Us