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A
GRID
for this series of workshops is available in PDF format.
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6. 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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7. The Responsibility of Proper Fee Evaluation
for Your Retirement Plan
What fee does your company pay for its retirement plan? How does
the cost compare to the industry’s? As a fiduciary, are you
properly monitoring and communicating your retirement plan’s
total cost? Increased focus on fee transparency and newly passed
Pension Protection Act guidelines have brought retirement plan fee
evaluation and oversight to the forefront. Gain a better understanding
of these issues and how to properly evaluate and manage them.
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8. Plan
Sponsors Under the Microscope
Under the watchful eye of regulators, legislators, participants,
and class action lawyers, plan sponsors face a daunting challenge:
increase retirement readiness of employees without spending more
money and keep up with non-stop legislative and regulatory changes.
Hear results of a recent survey of plan sponsors in which they identified
strengths and weaknesses in their plans, and learn about tactics
they are using to strengthen their plans to address retirement readiness
and fiduciary concerns.
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9. Contemporary Non-Qualified Plan Strategies
in a Post 409A Environment
Learn what’s likely to happen in the world of non-qualified
executive benefits as experts discuss the new regulations, plan
design, and what the industry trends look like for 2008.
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10. Case Study: Auto Programs: The Impact
on Communication Programs
What impact should auto programs have on your communication and
education efforts? How do you get auto-enrolled employees to recognize
the value of their benefits? How do you address employees who change
jobs several times over their careers, retire, or have other planning
needs over their lifetimes? This session covers these topics and
more.
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11. Meeting the 401(k) Challenge: Six Key
Areas for Success
As 401(k) plans become the primary source of retirement income for
private-sector workers, expectations will continue to rise. This
workshop sets out a structure for 401(k) plan sponsors to address
some of the toughest issues they face in this new environment. Learn
how the starting point is a clear understanding of plan objectives
and that six policy areas are key to meeting those objectives.
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