|
A
GRID
for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
27.
401(k) Self-Corrections
Get inside information on the IRS’s top ten 401(k) issues—issues
like non-amended plans, timely depositing of elective deferrals,
problems with compensation, and eligibility. During this workshop,
an IRS representative explains how to identify and fix problems
before they trigger an IRS audit.
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28. Uncle Sam Wants You...To Be Responsible
for Your Own Retirement
This informative workshop showcases a number of plan sponsors who
have made changes to their plans and the services they offer their
employees based on passage of the Pension Protection Act. The goal
is to help their employees get to and through a comfortable retirement.
Included in the session is national and industry-specific benchmarking
data from many plan sponsors that can help you better understand
how your plan and the services you offer your employees stack up.
Gain insight, too, into 401(k) rates of return for participants
who receive professional advice, invest in target date funds, or
go it alone.
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29. Evaluating
and Selecting a Target Date Fund Without Using a Consultant
The
Employees Retirement System of Texas (ERS) decided to offer target
date retirement funds to coincide with the automatic enrollment
of new employees into its 401(k) plan beginning in January 2008.
This case study reviews the steps ERS took in evaluating and selecting
a target date fund vendor without using a consultant.
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30. Controlling Pension Volatility Risk:
Aligning LDI Strategies with 2008-2010 Funding Rules
Implementation of dramatically new funding rules for defined benefit
plans begins in 2008. These changes raise the importance of pension
liabilities and challenge senior financial executives to find new
ways to manage the increased funding and accounting volatility.
Highlights of this session include an outline of the components
of PPA that go into effect in 2008, a discussion of investment strategies
to control your plan’s impact on your financial statements,
and a case study of liability driven investing (LDI) that provides
examples of volatility reduction.
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31. Today's Prudent Fiduciary—Understanding Fees and Other Important Issues
Review current issues that investment and fiduciary committees face,
and take away solutions for some of the more difficult challenges.
What is an appropriate response to the wave of 401(k) fee litigation?
When should funds be placed on watch and terminated? Should bad
funds be frozen or terminated? How does the new mutual fund scandal
affect me? My 401(k) provider is offering investment advice for
participants; should we use it? Gain a deeper understanding of these
and other critical issues.
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