Sunday,
January 27, 2008 |
| 9:00
am-5:00 pm |
Registration |
| 10:00
am-5:00 pm |
PRE-CONFERENCE
TUTORIAL
Everything
You Ever Wanted to Know About
Being a Fiduciary but Were Afraid to Ask
Joseph W. Steen and
Grant D. Verhaeghe, Aon Consulting
Sherwin S. Kaplan, Thelen Reid Brown Raysman & Steiner
LLP
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| 2:00
pm-5:00 pm |
PRE-CONFERENCE
WORKSHOP
The
Art of Understanding, Documenting,
and Negotiating Plan Fees
Nick Della Vedova and Michael E. Falcone, 401(k) Advisors
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| 2:00
pm-5:00 pm |
PRE-CONFERENCE
WORKSHOP
A
Primer on Defined Benefit Plans Under
the New Rules and Regulations
Paul W. Foley, Diversified Investment Advisors
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Monday,
January 28, 2008 |
| 7:30
am-4:00 pm |
Registration |
| 7:30
am-9:00 am |
Continental
Breakfast |
| 9:00
am-9:15 am |
WELCOME/OPENING
REMARKS
Mark E. Friedman, Conference Chairman
|
| 9:15
am-10:15 am |
KEYNOTE
ADDRESS
Shaping
the Future of Retirement
Plans: An Insider's View
Ann Combs
Vanguard |
| 10:15
am-10:30 am |
Refreshment Break |
| 10:30
am-11:30 am |
Five
Concurrent Workshops |
| 11:30
am-1:30 pm |
LUNCH
AND SPEAKER
It's the Audience, Stupid!
Diane M. Gallagher
JPMorgan Retirement Plan Services |
| 1:45
pm-2:45 pm |
Six
Concurrent Workshops |
| 2:45
pm-3:00 pm |
Refreshment Break |
| 3:00
pm-4:00 pm |
Five
Concurrent Workshops |
| 4:00
pm-5:30 pm |
RECEPTION
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Tuesday,
January 29, 2008 |
| 7:30
am-4:00 pm |
Registration |
| 7:30
am-8:30 am |
Continental
Breakfast |
| 8:30
am-9:30 am |
KEYNOTE
ADDRESS
Preparing
for Your Fiduciary Role in 2008
J. Fielding Miller
CAPTRUST Financial Advisors
|
| 9:30
am-9:45 am |
Refreshment Break |
| 9:45
am-10:45 am |
Five Concurrent Workshops |
| 10:45
am-11:00 am |
Break |
| 11:00
am-12:00 pm |
Five
Concurrent Workshops |
| 12:00
pm-2:00 pm |
LUNCH
AND SPEAKER
Economic and Financial Market Outlook
James
W. Paulsen, Ph.D.
Wells Capital Management |
| 2:15
pm-3:15 pm |
Five
Concurrent Workshops |
| 3:15
pm-3:30 pm |
Refreshment Break |
| 3:30
pm-4:30 pm |
Five
Concurrent Workshops |
| 4:30
pm-5:30 pm |
RECEPTION
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Wednesday,
January 30, 2008 |
| 7:30
am-11:30 am |
Registration |
| 7:30
am-8:30 am |
Continental
Breakfast |
| 8:30
am-10:00 am |
PANEL
DISCUSSION
The World is Changing. Is Your Retirement
Program Keeping Pace?
Moderator:
Mark E. Friedman, Conference Chairman
Panelists:
Susan S. Alford
Aon Consulting
Matthew X. Smith
Russell Investment Group
Jon Waite
SEI Global Institutional Group
|
| 10:00
am-10:15 am |
Refreshment Break |
| 10:15
am-11:15 am |
Five
Concurrent Workshops |
| 11:15
am-11:30 am |
Break |
| 11:30
am-12:30 pm |
Four
Concurrent Workshops |
| 12:30
pm-1:30 pm |
LUNCHEON BUFFET
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