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A
GRID
for this series of workshops is available in PDF format.
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12.
Fiduciary Obligations and Compliance Audits—How to
Make Your Plan Run Better and Protect It from Lawsuits
Recent class action lawsuits against major corporations and their
plan providers over plan fees and expenses have put many plan sponsors
on guard. This focus on fees is just one of a number of different
areas of plan management that can lead an unwary fiduciary to court.
This workshop focuses on what you can do to ensure that your plan
is not only operating properly, but is in a position to withstand
any challenge from the government or a private lawsuit. A compliance
audit will detect any operational or plan defects and allow you
to correct them before they hurt you and may well improve the operation
of your plan and reassure your participants.
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13. Applying DB Best Practices to the New DC
The DC marketplace is in a state of change. Learn how plan sponsors successfully shook up the status quo to evolve their DB plans to keep pace with the changing retirement benefits landscape. This session will outline five important DB lessons learned and how they can be applied to help you a new direction in the changing DC marketplace.
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14. How We Analyzed Our DB Plan and Determined
a Course for the Future
This case study examines how the sponsor of a once over-funded plan
that offered rich benefits in the 1990s was forced to reverse course.
Market volatility, combined with changes under PPA and FASB, made
the cost of continuing to provide a DB plan too prohibitive and
unpredictable. Learn how, with the help of a study group that included
several board members and an actuary, this sponsor considered a
variety of solutions, including hard and soft freezes, and plotted
the most viable course for itself and its employees.
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15. Communication Strategies for Late-Career
Participants
Pre-retirees face the daunting challenge of making informed decisions
on a long list of important topics such as distribution planning,
financial planning, budgeting, tax planning, health management,
and lifestyle choices. Learn how you can help your late-career employees
who are approaching retirement make better decisions about these
very personal matters.
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16. Simplifying Investment Menu Design
Decisions for Human Resources Managers
With the passage of PPA, plan sponsors are shifting their focus
from increasing participation and saving rates to improving the
quality of their participants’ investment decisions. This
session provides you with information you need to benchmark your
investment line-up and offers examples of where participants are
enjoying investment success. Learn how target retirement funds work
and how they fall into this mix. Gain insight, as well, into what
is “beneath the averages”—focusing on where you
can make improvements for targeted groups and the tools you need
to get there.
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