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A GRID for this series of workshops is available in PDF format.
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1. Understanding Today’s Legal Environment
New legislative and regulatory proposals are coming from every corner of the nation’s capital. Many of these changes could have a profound impact on your organization’s retirement plans. Join a specialist in employee benefits and tax law for a discussion on the Washington environment. Gain fresh insights into how current and proposed legislation and regulatory changes may affect your plan and participants, and learn what may be on the horizon in 2007.
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2. Are Your Participants Prepared for Retirement?
Review best practices for minimizing the gaps between your baby boomers' income needs and their retirement assets. Take away tips on reaching participants when they still have time to save, and learn how to address the importance of personal savings in retirement security.
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3. Keep It, Freeze It, Terminate It: What Should We Do with Our DB Plan?
Defined benefit (DB) 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 defined contribution 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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4. If You Don’t Know Where You Are, How Do You Get Where You’re Going?
Your plan is a competitive tool for recruitment, retention and talent management, but how competitive is it? Is it ahead of the pack, equal to others, or a laggard? Are you getting the right guidance to move your plan ahead of the competition and help achieve your business goals? Hear from plan sponsors and industry experts who use data analysis, experience and creativity as part of a proven, consultative process to drive decisions and create positive change in plan design and participant outcomes. Benefit, as well, from industry-specific data you can use to benchmark your own plan.
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5. Putting the Pieces Together
Plan sponsors struggle to offer well-structured, diverse investment line-ups, but are still missing a critical piece—the appropriate advisory tools for communicating strategically to employees. Where in the world can you start putting all that together? Learn how to build a strong core investment line-up, provide a suite of advisory services for your participants’ different investing styles, and communicate effectively with each interaction.
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6. Retirement Income: Preparing Your Employees for the Future
With the uncertainty of Social Security’s future and the trend toward employers making tough decisions about defined benefit plans, employees are forced to take a hard look at what they can count on for retirement income. Employees are looking for better guidance from the plan’s administrator. This session focuses on the importance of building a defined contribution plan that provides employees with the opportunity to save enough for retirement. Learn about a new way of thinking about how plan sponsors should measure the effectiveness of their plans and apply solutions for success.
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