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A GRID for this series of workshops is available in PDF format.
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38. Can You Trust Your Consultants and Service Providers? Questions to Ask and Red Flags to Look For
Recent SEC and DOL investigations and mutual fund scandals may have you wondering if your outside retirement service providers are really working for you or pursuing their own personal agendas. Everybody expects service providers to get paid, but neither the form nor the amount of payment should interfere with the quality of the service or best interests of your plan and its participants. This session explores industry issues that have arisen, questions you should ask and the red flags you should look for. What are the differences between legitimate and questionable payment practices? How can a service provider’s conflict of interest create legal liabilities and cripple a plan’s performance? How do you hire an intermediary and determine if that intermediary is working expressly for you and getting paid a fair amount?
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39. Mergers & Acquisitions: Tips for Successful Retirement Plan Sponsor Management to Ensure a Positive Transition
Employee benefits issues are present in virtually every business merger and/or acquisition (M&A). Why is it important for HR benefit professionals to be involved early in the M&A process? Learn more on this topic, including important information to aid in navigating both the tactical and strategic decision-making process required for a successful deployment. Whether your company is acquiring another or being acquired, this session provides helpful information that includes an overview of M&A trends and a checklist to guide you through the pre-deal stage and post-close management of complex benefit issues, such as identifying what your organization can do “in house” and when outside help may be necessary to mitigate compliance risk.
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40. DB or Not DB
In today’s changing economic and work environments, many sponsors of traditional pension plans are questioning whether they should continue to offer these types of retirement benefits. Gain perspective on the advantages and disadvantages of defined benefit and defined contribution plans, learn the questions you should ask when considering the future of your pension plan, and find out the options available, including freezing or terminating the plan.
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41. Trends in Delivering Participant Advice
Retirement is being redefined with the accelerating trend from defined benefit to defined contribution plans, and the Pension Protection Act provides new clarity around options for providing default investment options, auto programs and participant advice. Gain insight from a new study that reviews statistics on some of the latest participant communication approaches and study trends in default investment options, auto-programs and delivering investment advice.
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42. Risk, Age-Based and Custom Allocation Funds Monitoring “Best Practices”
Your participants trust that your asset allocation funds have simplified, yet enhanced, their investment decisions. Should they? How do you know the performance is “good or bad” if there are no agreed upon peer groups or benchmarks? Should you compare the 2020 fund of one money manager with the 2020 fund of another money manager? Learn how to monitor your asset allocation funds in a “Best Practices” approach.
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