Conference Highlights

“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.

Shaping the Future of Retirement Plans: An Insider's View
Ann Combs, Principal, Institutional Strategic Consulting, Vanguard
Ann Combs, former Assistant Secretary of Labor and head of the Employee Benefits Security Administration (EBSA), provides an insider’s perspective on the creation and impact of the Pension Protection Act of 2006. Ann also shares her insights on hot topics in Washington and how they may affect plan sponsors.

It's the Audience, Stupid!
Diane M. Gallagher, Vice President, Participant Communications and Marketing, JPMorgan Retirement Plan Services
Communication involves the successful transfer of messages between a sender and receiver. And, the most successful communications are targeted specifically at the receiver. It’s Communication 101: Know Your Audience. When we talk about retirement communications, how much is really about the audience? How well do we, as plan sponsors and providers, know our “receivers”—our plan participants? Diane Gallagher highlights key attributes of our collective audiences and suggests how to make our messages more compelling.

Preparing for Your Fiduciary Role in 2008
J. Fielding Miller, Chief Executive Officer, CAPTRUST Financial Advisors
The rapidly evolving fiduciary landscape has created increased responsibilities and heightened scrutiny for plan sponsors. Fielding Miller provides helpful insight into understanding these responsibilities and how you can properly manage your role as a fiduciary in today’s retirement plan market.

Economic and Financial Market Outlook
James W. Paulsen, Ph.D., Chief Investment Strategist,
Wells Capital Management
James Paulsen, nationally recognized for his insights on the economy, shares his views on national and global economic trends and offers his thought-provoking economic outlook. Learn what you and your participants can expect from the financial markets in the coming months.

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General Session Panel Discussion
The World is Changing. Is Your Retirement Program Keeping Pace?
Moderator: Mark E. Friedman, Conference Chairman
Panelists: Susan S. Alford, Senior Vice President, Aon Consulting; Matthew X. Smith, Managing Director, Retirement Services, Russell Investment Group; Jon Waite, Chief Actuary, SEI Global Institutional Group

Competition and technology are transforming the way companies do business. The attitudes and expectations of workers are undergoing similarly sweeping changes. Now PPA 2006 and new accounting standards are compelling employers to re-think their retirement benefit strategies. With all of these challenges, is your current retirement program helping you to meet your recruitment and retention objectives? Will it ensure that your employees have adequate retirement income? Conference chairman Mark Friedman and a panel of retirement plan professionals discuss how to take advantage of the opportunities and avoid the pitfalls of the evolving environment. Learn what these experts have to say about such topics as new design features for defined contribution plans, qualified default investment alternatives, fee disclosure to participants, funding and balance sheet reporting requirements for conventional pension plans, and much more. Leave this session better informed and prepared to make the right decisions for your plan and participants.

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Attend this conference to score an A+ in plan management.

The Mid-Sized Retirement & Pension Plan Management Conference delivers the unbiased, reality-based curriculum you need to earn top marks for your retirement program. Enroll today to:

Learn from Qualified Plan Experts
Speakers from the DOL, IRS, top law firms, and the plan sponsor community cover today’s most critical issues: automating your 401(k), qualified default investment alternatives, plan fees and disclosures, target date funds, transitioning from a DB to a DC plan, and much more.

Choose from 40+ Sessions
Attend the workshops that focus on the issues that matter most to you and your employees. Only this program allows you to customize your conference experience.

Take Away Ideas You Can Use Now
Return to your office with straightforward, valuable information you can act on immediately to manage your plans more effectively.

Network with Hundreds of Your Plan Sponsor Colleagues
Luncheons, breaks, and receptions give you time for one-on-one conversations with your peers to compare problems, share ideas, and discuss solutions.

Gain Access to a Library of Resources
Your attendance entitles you to one year’s unlimited online access to workshop presentations from this and other Mid-Sized Retirement & Pension Plan Management Conferences. It’s like getting four conferences for the price of one.

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