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A
GRID
for this series of workshops is available in PDF format.
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17. Washington Update—A
Tour of the Sausage Factory
Explore current legislative and regulatory developments as well
as trends and directions for future initiatives. Take this opportunity
to discover what the ever-changing legislative environment means
to your plans today and where it may be headed tomorrow.
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18. Hard Freeze a DB to a DC in
Seven Months
Once you decide to freeze your DB plan, what happens next? Hear
a live-fire case study of an employer who made the decision to freeze
a DB plan, design a DC plan, and implement the new program in the
span of seven months. Hear what went right and wrong in this process
and where the surprises were hiding. This session is sure to assist
you in planning your transition from a DB plan to a DC plan.
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19. On Track for a Comfortable
Retirement—The Right Message to the Right Employee at the
Right Time Can Yield the Right Results
Learn how a proven, results-oriented employee communication program
can help your employees make the best choices for their retirement
savings, and learn how you can change your employees’ behavior
for the better. Hear a detailed case study directly from a fellow
plan sponsor on planning and implementing a targeted, personalized
campaign that has real impact on your plan, without breaking the
budget.
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20. Asset Allocation Fund Choices
Do you offer asset allocation funds, such as age-targeted, target
retirement date, lifestyle, and balanced funds, in your plan? Do
you want to know more about how they work? Are you considering using
one of these funds as a default investment? Are you considering
how to communicate to participants about these investment choices?
This workshop explains what you need to know.
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21. Active vs. Passive: What's
the Right Choice?
One of the most important investment decisions plan sponsors must
make is that of choosing between active and passive management for
their portfolio funds. What are the arguments for and against each
approach? Is one strategy consistently superior to the other? What
does the historical evidence show and what factors should be considered
when evaluating those results? Gain insight into some of the issues
to be considered when selecting passively managed and actively managed
funds.
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