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A GRID for this series of workshops is available in PDF format.
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7. A New Look at Defined Contribution Plans Under PPA 2006, Part I
The recently passed Pension Protection Act of 2006 significantly affects DC/401(k) plans. Gain an overview of these impacts, 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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8. DOL Investigations/Enforcement Emphasis/VFC Program
A DOL representative offers insights into the areas of plan management the DOL is currently scrutinizing and what you can do to keep your plan safely in compliance. This session includes an overview of the Voluntary Fiduciary Correction Program (VFC).
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9. Using Online Technology to Deliver Education Programs
Explore how plan sponsors can use a number of methods to communicate more effectively using online technology as part of a multimedia approach to employee communication and education.
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10. Next Generation Plan Design: Strategies to Reduce the Gap in Retirement
Income Replacement
Recent industry trends, combined with the Pension Protection Act provisions, have put many employees on a financial path where the assets built up in their defined contribution plans will become their single largest source for retirement income. This workshop looks at the impact that DC plans can have on income replacement, what appropriate replacement rates should be and how automated plan design features can drive success by changing the common behaviors that can undermine an individual’s retirement success.
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11. Not All Lifestyle Funds Are Created Equal
Differences in fund construction, investment style and manager selection processes can be dramatic, and these differences can impact participant results. Discover five common myths about lifestyle funds and gain perspective on how to structure a robust investment solution for participants.
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12. Pros, Cons and Alternatives to Freezing or Terminating a DB Plan
Freezing or terminating a defined benefit plan poses legal, financial, accounting and employee relationship questions. Discover the facts you need to know as this workshop outlines key issues to consider and walks you through the steps in freezing a plan, including how to assess the impact on you and your employees. Review the myriad regulations involved in plan terminations and the options for distributing plan assets. Finally, take away a full understanding of life after defined benefit—what you can do to fill the DB gap and ensure that your retirement program continues to meet your company and employee goals.
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