Pre-Conference Tutorial :: Sunday, January 28, 2007 10:00 a.m.–5:00 p.m. Everything You Ever Wanted to Know About Being a Fiduciary but Were Afraid to Ask Terri Vaughan and Cynthia O. Zaleta, Aon Consulting Sherwin S. Kaplan, Thelen Reid Brown Raysman & Steiner LLP This daylong, pre-conference tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement plan sponsors. Conducted by a team of highly respected ERISA experts, the tutorial covers issues ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues as well as obligations under the recently enacted pension reform legislation. Among the topics covered are ERISA’s definition of who has fiduciary responsibility, core standards of conduct, fiduciary risk and how to minimize it, and a high level legal analysis—in lay terms—of the latest developments in fiduciary standards and practices. Separate enrollment is required and available only to conference registrants. Lunch is included with enrollment. Attend this session for only $325 when you register on or before November 17, 2006 (regular fee $425). back to top Pre-Conference Workshops :: Sunday, January 28, 2007 2:00 p.m.–5:00 p.m. A Primer on Defined Benefit Plans Under the New Rules and Regulations Paul W. Foley, Diversified Investment Advisors The Pension Protection Act of 2006 has introduced a comprehensive reform package that will have a significant impact on many plans. In addition, the FASB recently announced that companies must use new methods when recording their defined benefit plans on their balance sheets. Many of these issues hold the potential of generating significant financial repercussions. These changes may also play a leading role as many companies choose to freeze their defined benefit plans and look towards defined contribution solutions. Gain a fundamental understanding of the design, financing and operation of defined benefit plans and compare the defined benefit versus defined contribution benefit delivery. Hear an overview of the environment in which defined benefit plans currently operate, a review of the various types of defined benefit plan designs and how companies must fund and account for their defined benefit plans. This session provides much needed insight into these significant changes and their potential impact on plan sponsors. back to top Today’s Non-Qualified Plans Blaine W. Laverick, Principal Financial Group Non-qualified deferred compensation benefits are a vital component of an executive’s total retirement plan solution. This workshop outlines issues every plan sponsor needs to know about non-qualified arrangements, including legislative changes and administrative issues. Hear how today’s plan sponsors can successfully design, finance and administer deferred compensation plans. An industry expert answers questions concerning related legislation issues. Separate enrollment for workshops is required and available only to conference registrants. Attend a workshop for just $75 when you register on or before November 17, 2006 (regular fee $175). back to top Home | About Us | Conference Calendar | View Past Presentations View E-Seminars | Registration | FAQ | Contact Us