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Earn up to 14 CPE (for CPAs) credits.

Attend a pre-conference workshop or tutorial and earn additional credits.

 


A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.

Monday

Tuesday

Wednesday

10:30 am-11:30 am

9:45 am-10:45 am

10:15 am-11:15 am

1:45 pm-2:45 pm

11:00 am-12:00 pm

11:30 am-12:30 pm

3:00 pm-4:00 pm

2:15 pm-3:15 pm

 

3:30 pm-4:30 pm

 

Wednesday, 11:30 am—12:30 pm

42. Washington Update—A Tour of the Sausage Factory

R.A. Holcomb
JPMorgan Retirement Plan Services

43. Plan Sponsor Round Table—DB Plans: Dead or Alive?

Moderated by P.J. Kendall
Diversified Investment Advisors

44. Effectively Planning a Retirement-Ready Workforce
M. Doshier
Fidelity Investments

45. Partner Effectively with Your Provider: Tips and Tools
S.C. Dailey, H.L. Walsh
T. Rowe Price Retirement Plan Services, Inc.


42.
Washington Update—A Tour of the Sausage Factory
Explore current legislative and regulatory developments as well as trends and directions for future initiatives. Take this opportunity to discover what the ever-changing legislative environment means to your plans today and where it may be headed tomorrow.
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43.
Plan Sponsor Round Table—DB Plans: Dead or Alive?
Many sponsors of traditional pension plans are questioning whether they should continue to offer these types of retirement benefits. This interactive session is an opportunity to talk with other plan sponsors about the advantages and disadvantages of defined benefit plans in the current environment, as well as the options and alternatives worth pursuing.

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44.
Effectively Planning a Retirement-Ready Workforce
Income replacement should be the focus of retirement planning goals at both the employer and employee levels. However, plans—as currently measured—do not provide meaningful results regarding this important figure. This session highlights the power of using an income replacement indicator as a true measure of how prepared employees are for retirement. The discussion focuses on the three essential elements to apply to your plan to help achieve a retirement-ready workforce: automated plan design, employee engagement, and an optimal allocation of workplace benefit dollars.
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45.
Partner Effectively with Your Provider: Tips and Tools
As Washington continues to focus on DC plans and employers move forward with countless plan management decisions, plan sponsors need assurance that their provider is a partner. Find out how to get the most from a provider—from assessing prospective firms during the search process to working with the selected provider. Also, learn about the best tools and services that can help you develop a plan to drive participants toward saving for a secure retirement.
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