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A GRID for this series of workshops is available in PDF format.
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18. A Primer on Defined Benefit Plans, Part I: Design, Financing and Operations
Gain a fundamental understanding of the design, financing and operation of defined benefit (DB) plans. Hear an overview of the environment in which DB plans currently operate, a review of the various types of DB plan designs, how companies must fund and account for their DB plans and a comparison of DB versus defined contribution benefit delivery.
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19. Transitioning from Defined Benefit to Defined Contribution—Considerations
and Solutions
Defined benefit plans are on the decline and being replaced with defined contribution plans. This is the leading edge of a trend towards employees needing to take more responsibility for their own financial solutions. This session focuses on trends in pension offerings as well as the implications for employers as they shift their HR emphasis from paternalism to self-reliance.
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20. Plan Sponsor Perspective: Putting Participants First!
Sponsors of retirement programs have had a lot of issues with which to contend in recent years: the appropriateness of target-date funds, how to reduce fees in a low-return environment, the Roth 401(k) and, most recently, the Pension Protection Act of 2006. This session, led by a plan sponsor, examines these and other issues from the viewpoint of putting the needs of the participants at the forefront of managing your retirement program.
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21. Use the Behavioral Approach to Drive Your Employees to Positive Retirement Action!
Participants need to know their retirement planning options and take action. This session takes a close look at a new, groundbreaking “behavioral approach” to participant communications designed to study participant behavioral tendencies and motivators. Explore ways you, the plan sponsor, can better understand your participants’ unique planning needs; at the same time, uncover how you can solve your communication challenges. See how people, process, and technology integrate to develop and implement a successful communications strategy.
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22. Enhancing the Participant Experience: Measurement and Execution Techniques to Create a Successful Plan
Future retirement plans will be judged by the participant experience. How much is the employee saving? What investments has he or she selected? Will the participant’s account balance be adequate at retirement? How will the shift from plan features to individual results impact the changing fiduciary landscape? How will plan sponsors measure the participant experience and execute management strategies? Learn the answers to these questions and ways to positively impact a participant’s retirement income.
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