|
A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.
43. Ensuring Sound Fiduciary Practices for Investment Committees
How will recently passed legislation change the fiduciary landscape? What are the ideal standards of care a fiduciary advisor should provide to a plan sponsor? How do sound fiduciary practices serve the needs of committee members? Get answers to these and other important questions surrounding your fiduciary responsibilities.
Back to Top
44. Next Generation Plan Design: Strategies to Reduce the Gap in Retirement
Income Replacement
Recent industry trends, combined with the Pension Protection Act provisions, have put many employees on a financial path where the assets built up in their defined contribution plans will become their single largest source for retirement income. This workshop looks at the impact that DC plans can have on income replacement, what appropriate replacement rates should be and how automated plan design features can drive success by changing the common behaviors that can undermine an individual’s retirement success.
Back to Top
45. Build Your Benefits on a Financial Planning Foundation
Benefit enrollment choices aren’t made in a vacuum. Each choice an employee makes has a financial component that requires an integrated financial decision. Research shows that today’s consumer-driven benefits environment creates stress for workers and challenges for employers. Learn how providing financial planning as a foundational benefit can create a framework for benefits optimization, retirement security and general financial health. Discover, as well, how assistance with financial planning can boost morale, reduce absenteeism, and enhance workforce relationships while helping employees get the most from their benefit choices. The result is a better return on your organization’s total benefits investment.
Back to Top
46. Putting the Pieces Together
Plan sponsors struggle to offer well-structured, diverse investment line-ups, but are still missing a critical piece—the appropriate advisory tools for communicating strategically to employees. Where in the world can you start putting all that together? Learn how to build a strong core investment line-up, provide a suite of advisory services for your participants’ different investing styles, and communicate effectively with each interaction.
Back to Top
47. Retirement Income: Preparing Your Employees for the Future
With the uncertainty of Social Security’s future and the trend toward employers making tough decisions about defined benefit plans, employees are forced to take a hard look at what they can count on for retirement income. Employees are looking for better guidance from the plan’s administrator. This session focuses on the importance of building a defined contribution plan that provides employees with the opportunity to save enough for retirement. Learn about a new way of thinking about how plan sponsors should measure the effectiveness of their plans and apply solutions for success.
Back to Top
Home | About
Us | Conference Calendar
| View
Past Presentations
View E-Seminars
| Registration
| FAQ | Contact
Us
|
