|
A
GRID
for this series of workshops is available in PDF format.
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32.
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,
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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33. Defined Benefit Plan Modification:
One Employer's Path to Success
This case study examines how one employer modified an existing defined
benefit plan to allow the organization to maintain the plan for
the retirement security of its employees, yet continue to meet the
financial needs of the company. Hear how this plan sponsor changed
the plan, and communicated and implemented the modifications.
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34. Plan
Design in a Post-409A World
How does the post-409A world affect your non-qualified
plan? Find out what key considerations plan sponsors have thought
about as they designed their plans to be attractive to executives
in this new regulatory world. Gain fresh perspectives on industry
trends and learn how plan sponsors are keeping their non-qualified
plans competitive within the new federal deferred compensation rules.
Learn what you should look for in a non-qualified plan provider.
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35. Evaluating Target Date Funds
PPA and new Department of Labor regulations provide plan sponsors
with guidance on the use of automatic enrollment and encourage disciplined
investing through the use of appropriate default investments. This
session examines how to evaluate potential default investments using
criteria designed to give you confidence that your choice can help
your employees reach their retirement goals with greater certainty.
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36. A Fiduciary's Guide to DC Plan Fee
Disclosure
With well-publicized lawsuits and Congressional hearings, 401(k)
fee disclosure has become one of the industry’s hottest issues.
Learn strategies for understanding the fees associated with your
plan, how to document your actions, what to expect from your provider,
and tips for communicating information to participants.
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