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A
GRID
for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
37. New 403(b) Rules—You Can Make Change Work for You!
For the first time in years, the IRS has issued new regulations
affecting 403(b) plans. When the new regulations come into effect
on January 1, 2009, will you be prepared? What should you be doing
today to help manage your personal investment and fiduciary liability?
What must be in place before the end of 2008? Is your strategy for
90-24 transfers working? Should your strategy of offering benefits
change? Join us for an informative session that concisely reviews
the new regulations and outlines how you can manage personal liability
while providing a plan your employees will appreciate.
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38. The Responsibility of Proper Fee Evaluation for Your Retirement
Plan
What fee does your company pay for its retirement plan? How does
the cost compare to the industry’s? As a fiduciary, are you
properly monitoring and communicating your retirement plan’s
total cost? Increased focus on fee transparency and newly passed
Pension Protection Act guidelines have brought retirement plan fee
evaluation and oversight to the forefront. Gain a better understanding
of these issues and how to properly evaluate and manage them.
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39. Should You Offer a Roth 401(k) to Your
Participants?
The
Pension Protection Act of 2006 has given permanent viability to
Roth 401(k) plans, and many sponsors are considering the addition
of this feature to their plans. Learn the ins and outs of the Roth
401(k), review client adoption results, and decide if this option
is right for your plan.
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40. Measuring Your Plan's Health While Providing Solutions for Today's
Reality
For years, sponsors and providers have tried to engage participants
in planning and saving for retirement using traditional education
and Internet tools. Learn how new high-impact solutions, when coupled
with automatic plan provisions, can change the entire dynamic of
your overall plan health.
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41. Everything You Wanted (and Need) to
Know but Were Afraid to Ask Your Financial Advisor
Increasingly, plan sponsors work with financial advisors to manage
aspects of their plans. As a fiduciary, you need to know what to
ask and what responses you should get so that you do not compromise
your legal and oversight responsibilities. Where does the financial
advisor derive his fees? Does he receive revenue sharing for recommending
a fund from one provider over another? Who will provide the education—
the financial advisor, the record keeper, or a third party? And,
who will pay for education—meetings, printing, postage, mailings,
SPDs, fund-change notices, etc.? Plan sponsors need to get the straight
answers, in writing, to these and other equally important questions.
This workshop gives you guidelines and a list of questions to ask
to better protect yourself and your company when dealing with outside
advisors.
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