Sunday, January 28, 2007 |
| 9:00
a.m.-5:00 p.m. |
Registration |
| 10:00 a.m.-5:00 p.m. |
PRE-CONFERENCE TUTORIAL
Everything You Ever Wanted to Know About Being a Fiduciary but Were Afraid to Ask
Terri Vaughan and Cynthia Zaleta, Aon Consulting
Sherwin S. Kaplan, Thelen Reid & Priest LLP
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| 2:00 p.m.-5:00 p.m. |
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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| 2:00 p.m.-5:00 p.m. |
PRE-CONFERENCE WORKSHOP
Today’s Non-Qualified Plans
Blaine W. Laverick, Principal Financial Group
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Monday, January 29, 2007 |
| 7:30
a.m.-4:00 p.m. |
Registration |
| 7:30
a.m.-9:00 a.m. |
Continental
Breakfast |
| 9:00
a.m.-9:15 a.m. |
WELCOME/OPENING
REMARKS
Mark E. Friedman, Conference Chairman
|
| 9:15
a.m.-10:15 a.m. |
KEYNOTE
ADDRESS
What Does the New Congress Have in Store on the Employee Benefits Agenda?
James A. Klein
American Benefits Council |
| 10:15 a.m.-10:30 a.m. |
Refreshment Break |
| 10:30 a.m.-11:30 a.m. |
Six
Concurrent Workshops |
| 11:30
a.m.-1:30 p.m. |
LUNCH
AND SPEAKER
Boomers and Retirement: A Look Ahead
Cynthia Hayes
Merrill Lynch Retirement Group |
| 1:45
p.m.-2:45 p.m. |
Six
Concurrent Workshops |
| 2:45 p.m.-3:00 p.m. |
Refreshment Break |
| 3:00
p.m.-4:00 p.m. |
Five
Concurrent Workshops |
| 4:00
p.m.-5:30 p.m. |
RECEPTION
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Tuesday, January 30, 2007 |
| 7:30
a.m.-4:00 p.m. |
Registration |
| 7:30
a.m.-8:30 a.m. |
Continental
Breakfast |
| 8:30
a.m.-9:30 a.m. |
KEYNOTE ADDRESS
The Pension Protection Act of 2006: New Rules of the Road for Plan Sponsors
Dennis Simmons
Vanguard
|
| 9:30 a.m.-9:45 a.m. |
Refreshment Break |
| 9:45 a.m.-10:45 a.m. |
Five Concurrent Workshops |
| 10:45 a.m.-11:00 a.m. |
Break |
| 11:00
a.m.-12:00 p.m. |
Five
Concurrent Workshops |
| 12:00
p.m.-2:00 p.m. |
LUNCH AND SPEAKER
Linking the Money to the Emotion
Donn Hess
JPMorgan Retirement Plan Services |
| 2:15
p.m.-3:15 p.m. |
Five
Concurrent Workshops |
| 3:15 p.m.-3:30 p.m. |
Refreshment Break |
| 3:30
p.m.-4:30 p.m. |
Five
Concurrent Workshops |
| 4:30
p.m.-5:30 p.m. |
RECEPTION
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Wednesday, January 31, 2007 |
| 7:30
a.m.-11:30 a.m. |
Registration |
| 7:30
a.m.-8:30 a.m. |
Continental
Breakfast |
| 8:30
a.m.-10:00 a.m. |
PANEL
DISCUSSION
Negotiating the Twists and Turns of the New Retirement Plan Highway
Moderator:
Mark E. Friedman, Conference Chairman
Panelists:
Deborah A. Novotny
T. Rowe Price Retirement Plan Services, Inc.
Thomas F. O’Connor
MassMutual Financial Group
Michael J. Olah
Charles Schwab
|
| 10:00 a.m.-10:15 a.m. |
Refreshment Break |
| 10:15
a.m.-11:15 a.m. |
Five
Concurrent Workshops |
| 11:15 a.m.-11:30 a.m. |
Break |
| 11:30
a.m.-12:30 p.m. |
Five
Concurrent Workshops |
| 12:30
p.m.-1:30 p.m. |
LUNCHEON BUFFET
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