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A
GRID
for this series of workshops is available in PDF format.
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1.
Basics of DC Plans Under PPA, Part I
The Pension Protection Act of 2006 significantly affects DC/401(k)
plans. Gain an overview of its impact, including changes and opportunities
in auto-plan design, the Roth 401(k), administration, disclosure
to employees, investment diversification, and fiduciary protections.
Take away a full understanding of the most important aspects of
today’s new defined contribution plans, with an emphasis on
401(k) plans.
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2. Keep
It, Freeze It, Terminate It: What Should We Do with Our DB Plan?
Defined
benefit plans are under attack on many fronts. Primary problem areas
include cash funding and accounting disclosures—more specifically,
the volatility caused by investment returns and interest rates—and
the complexities of the applicable rules. In addition, Congress
and the FASB have more changes in the works. Now is the time to
review your DB plan design and total retirement program structure,
including DC plans. The choices surrounding a DB plan may not be
as simple as maintaining, freezing, or terminating the program.
Review the world of retirement plans and explore their development,
issues, problems, and potential resolutions while gaining a full
understanding of one of the most serious issues facing America today.
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3.
Effectively Planning a Retirement-Ready Workforce
Income replacement should be the focus of retirement planning goals
at both the employer and employee levels. However, plans—as
currently measured—do
not provide meaningful results regarding this important figure.
This session highlights the power of using an income replacement
indicator as a true measure of how prepared employees are for retirement.
The discussion focuses on the three essential elements to apply
to your plan to help achieve a retirement-ready workforce: automated
plan design, employee engagement, and an optimal allocation of workplace
benefit dollars.
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4. Enhancing the Participant Experience:
Measurement and Execution Techniques That Create a Successful Plan
Future retirement plans will be judged by the participant experience.
How much is the employee saving? What investments has he or she
selected? Will the participant’s account balance be adequate
at retirement? How will the shift from plan features to individual
results affect the changing fiduciary landscape? How will plan sponsors
measure the participant experience and execute management strategies?
Learn the answers to these questions and ways to positively affect
a participant’s retirement income.
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5.
Partner Effectively with Your Provider: Tips and Tools
As Washington continues to focus on DC plans and employers move
forward with countless plan management decisions, plan sponsors
need assurance that their provider is a partner. Find out how to
get the most from a provider—from
assessing prospective firms during the search process to working
with the selected provider. Also, learn about the best tools and
services that can help you develop a plan to drive participants
toward saving for a secure retirement.
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