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A GRID for this series of workshops is available in PDF format.
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28. Ask the Lawyer
This is an opportunity for you to ask an ERISA attorney all of those unanswered questions you have about the Pension Protection Act of 2006 as well as other nagging legal questions you have about your retirement and fringe benefit plans. Take advantage of this opportunity to quiz a top benefits attorney “free of charge.”
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29. Has the Pension Plan Death Knell Sounded? Deciding the Future of Your Defined Benefit Plan
Despite the media’s focus on pension plan freezes, today’s employers have other options. Deciding what to do with your defined benefit plan is a complex process, presenting many choices and challenges. Learn how to evaluate your options and decide what is best for your organization and employees.
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30. The Trend Towards Auto-Pilot Plans
As defined contribution plans replace defined benefit plans, it becomes even more challenging to persuade employees to participate and improve savings rates. In response, despite some legal uncertainty, plans have been adding automatic features for enrollment, savings rates and investment options. Hear how the Pension Protection Act of 2006 now paves the way for even more companies to add automatic features to their plans.
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31. Hey! Just Give Me the Fish!
Participants aren’t interested in becoming money experts. They already have a day job—working for your company. Meeting their retirement plan needs means shifting the goal of education from learning to doing. Hear from plan sponsors who took action to get action—and succeeded—with smart, measurable education programs and creative plan designs that tackled problem areas head on. Take away proven solutions on advice, managed accounts, automatic and semi-automatic plans, and more.
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32. After the Mutual Fund Scandals: What Investment and Fiduciary Committees Should Focus On
This session will cover the most current issues facing investment and fiduciary committees, including: What is an appropriate response to the wave of 401(k) fee litigation? How does it affects 457 and 403(b) plans? 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? What is the right default investment for my plan? How does the NEW mutual fund scandal affect me?
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