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The road to successful plan management has taken a number of detours in recent years. Plan sponsors are constantly reminded of the fiduciary potholes, plan design u-turns and regulatory speed traps they face every day. And now, the “PPA” super highway is open to traffic! The Pension Protection Act of 2006, the most comprehensive overhaul of pension law in more than 30 years, has produced sweeping new changes that will directly affect your retirement plan. Find out exactly which route you should take by attending the 2007 Mid-Sized Pension Management Conference, scheduled for January 28–31, in Orlando, Florida. This event is your best source for information concerning new directions for 401(k) plans—including Roth options and auto-pilot plans—defined benefit plan management and conversion solutions, important new approaches to employee advice and new regulations for non-qualified plans. Expert speakers will help map out your route for the road ahead while driving you toward success in 45+ sessions on timely issues at the forefront of retirement plan management:
Gain Perspective: The Pension Protection Act of 2006
- Learn what new obligations the Act imposes on plan sponsors as well as the opportunities it provides.
- Review the provisions of EGTRRA that have been made permanent.
- Ask an ERISA attorney all of those unanswered questions you have about the Act, including the anticipated relief from fiduciary issues.
- Take away a full understanding of new DC plan provisions under the Act.
Take Away New Strategies: Plan Designs and Features
- Learn what you need to know about the Roth 401(k) now that PPA 2006 has made this a permanent option.
- Take away a full understanding of plan automation and how new laws
pave the way for automating enrollment, deferral increases and investment re-balancing.
- Avoid wrong turns: Find out which new plan features are just trends and determine which ones really add value.
- Hear a case study from a plan sponsor’s experience with automatic enrollment—a firsthand analysis of the pros and cons.
DB Plan Management, Funding and Conversion
- Understand the implications of PPA 2006 and how you can begin to assess its impact on your plan by evaluating key aspects of your design, funding, accounting and investment policies.
- Gain a fundamental understanding of the design, financing and operation of defined benefit plans.
- Hear the questions you should ask when considering the future of your
pension plan and the options available, including freezing or terminating the plan.
- Review the newly mandated FASB accounting methods for recording
defined benefit plans.
Evaluate Your Plan: Risks and Rewards
- Hear from a DOL representative on areas of plan management targeted for investigation and new issues to consider under PPA 2006.
- Gain expert insight on the plan fees every plan sponsor pays and learn how to evaluate your plan expenses.
- Hear an ERISA attorney’s recommendations on how to differentiate between legitimate and questionable practices used by providers that impact your cost and participants’ returns.
- Review strategies for effective financial and risk management of defined benefit plans.
- Get “inside” information on the IRS’s top ten 401(k) issues—an IRS representative explains how to identify and fix problems before they trigger an audit.
Gain ROI: Communication, Education and Advice
- Take away proven communication solutions on advice, managed accounts, and automatic and semi-automatic retirement plans.
- Discover new communication strategies that plan sponsors should consider as participants move into the new arena of automated retirement savings.
- Learn how providing financial planning as a foundational benefit can be advantageous to your organization and employees.
- Review the steps to consider in the selection, implementation, delivery and monitoring of an advisory service.
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Presented by:
 Media Partner
The Mid-Sized Pension Management Conference is proud to welcome BenefitsLink.com as the official Media Partner for the 2007 Orlando program.
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Who Will Attend?
Executives responsible for pension, profit sharing, 401(k), 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
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