|
A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
23. A Primer on Defined Benefit Plans, Part II: Changes Under PPA 2006 and Proposed Accounting Reform
Defined benefit plans have been in the news quite a bit lately. In July, FASB announced that companies must now use a more conservative measure to record their defined benefit plans on their balance sheets. In August, the President signed into law the Pension Protection Act, introducing comprehensive pension reform with a significant effect on many plans. In response to these and other factors, many companies have been freezing their defined benefit plans and putting more emphasis on defined contribution benefit delivery. This session provides further insight into these significant changes and their potential impact on plan sponsors.
Back
to Top
24. 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
25. 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 tools that will enable you to ask questions about your plan’s services agreement (e.g. type of fee structure and exclusions, vendor’s fiduciary commitment); how to measure and monitor service delivery and effectiveness; how to assess participants’ needs and gauge their satisfaction with their access to and interface with your provider; and how to work with your providers to receive timely, accurate and meaningful reporting that includes both plan and participant-level analyses together with recommendations for action. Walk away from this session better prepared to improve the value of the overall relationship for you and your participants.
Back
to Top
26. A Case Study: Offering Investment Advice as Part of Your Retirement Program
The state of Texas offers both a 401(k) and a 457 plan. The Employees Retirement System of Texas decided to offer investment advice as part of its Texa$aver Program in September 2004. Review the steps that plan administrators may want to consider in determining the selection, implementation, delivery and monitoring of an advisory service.
Back
to Top
27. Providing Retirement Income Through Proper Defined Contribution Plan Design
While employers can spend hundreds of hours and thousands of dollars trying to craft the “perfect” plan design and investment line-up, participants still often fail to create enough income at retirement. There is a surprisingly practical way to change that dynamic. Hear how three simple adjustments to an existing model can deliver a new paradigm.
Back
to Top
Home | About
Us | Conference Calendar
| View
Past Presentations
View E-Seminars
| Registration
| FAQ | Contact
Us
|
