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A GRID for this series of workshops is available in PDF format.
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13. A New Look at Defined Contribution Plans Under PPA 2006, Part II
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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14. Ensuring Sound Fiduciary Practices for Investment Committees
How will recently passed legislation change the fiduciary landscape? What are the ideal standards of care a fiduciary advisor should provide to a plan sponsor? How do sound fiduciary practices serve the needs of committee members? Get answers to these and other important questions surrounding your fiduciary responsibilities.
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15. Build Your Benefits on a Financial Planning Foundation
Benefit enrollment choices aren’t made in a vacuum. Each choice an employee makes has a financial component that requires an integrated financial decision. Research shows that today’s consumer-driven benefits environment creates stress for workers and challenges for employers. Learn how providing financial planning as a foundational benefit can create a framework for benefits optimization, retirement security and general financial health. Discover, as well, how assistance with financial planning can boost morale, reduce absenteeism, and enhance workforce relationships while helping employees get the most from their benefit choices. The result is a better return on your organization’s total benefits investment.
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16. More Than Money: Examining the Retirement Puzzle
Auto-pilot programs are important vehicles for addressing employee inattention to crucial financial components of retirement planning. But financial planning is only one component of a larger strategy of life planning that leads to successful retirement. Attention to life planning issues can also help focus employee interest on financial planning. Hear how employee financial experience and life-planning feedback can support the varied components of successful retirement preparation and explore the ways in which they amplify one another.
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17. The Impact of Legislative Changes on Defined Benefit Plan Funding Requirements and Plan Design
Gain a better understanding of the impact of recent defined benefit plan legislative changes on your plan’s funding and design. This session takes a close look at how new plan funding rules may affect your approach to your plan’s economics and also cause you to evaluate design options to ensure the future health of your retirement program.
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