|
A
GRID
for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
22.
DOL Investigations and Enforcement Emphases
A DOL representative offers insights into the areas of plan management
it is currently scrutinizing and what you can do to keep your plan
safely in compliance.
Back to Top
23. Forging a Mutually Beneficial Partnership
Relationship with Your Service Provider
Learn from an experienced plan sponsor how to work effectively with
your plan providers in a partnership environment to maximize your
benefit program. Find out how good lines of communication are key
to setting expectations and ensuring that you and your participants
receive all of the available services necessary to meet your needs.
Gain insight and acquire tools that will enable you to ask questions
about your plan’s services agreement; how to measure and monitor
service delivery; how to assess participants’ needs and gauge
their satisfaction with your provider; and how to work with your
providers to receive timely, accurate, and meaningful reporting.
Walk away from this session better prepared to improve the value
of the overall relationship for you and your participants.
Back to Top
24. It's Not Just About the Funds—Education
is Key
This case study profiles how one plan sponsor’s conversion
of its 401(k) plan saved administrative costs and improved participation.
Gain insight into how the Fiduciary Committee approached the process
and identified important issues to be addressed. Learn about improvements
this employer made, including auto enrollment with auto increase
and free financial planning for all employees.
Back to Top
25.
Tax Diversification and the Roth 401(k)
Has the Roth 401(k) got you puzzled? Learn three basics you need to know about this new retirement savings option: It's not an option just for the highly paid; it offers opportunities for tax diversification; and effective communication can overcome the Roth's added complexity that might otherwise discourage retirement savings.
Back to Top
26. Risk, Age-Based, and Custom Allocation
Funds—Monitoring Best Practices
Your participants trust that your asset allocation funds have simplified,
yet enhanced, their investment decisions. Should they? How do you
know whether the performance is good or bad if there are no agreed-upon
peer groups or benchmarks? Should you compare the target date fund
of one money manager with that of another? Learn how to monitor
your asset allocation funds in a best practices approach.
Back to Top
Home | About
Us | Conference Calendar
| View
Past Presentations
View E-Seminars
| Registration
| FAQ | Contact
Us
|
