Mid-Sized Pension Plan Management Conference Overview

“I would recommend this conference to any plan sponsor new to his or her fiduciary role. Very informative and well-organized conference. An excellent opportunity to network and share knowledge and experiences."

– Rhonda L. Ihde
Controller
Stillwater Mining Company

Overview

Our Partners

Who Will Attend?

Early Registration and Team Discounts

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The Future Begins Today
Global economics, the sub-prime debacle, the upcoming presidential election and PPA 2006 all have an impact on your retirement program. Most plan sponsors can do little if anything
about rising oil prices, turbulent financial markets or the focus of presidential politics. But, you must be aware of the demands and opportunities that PPA 2006 presents. The DOL’s final guidelines on qualified default investment alternatives (QDIAs) mean you need to review and possibly change your defined contribution plan’s default investment. PPA also requires you to take action on new reporting and disclosure requirements. Add to this your fiduciary responsibilities relating to auto-enrollment, auto-deferral, plan fees and due diligence on investments such as target date funds, and the signs are clear: Plan management is changing! The Mid-Sized Retirement & Pension Plan Management Conference in San Francisco, March 11–14, is your opportunity to learn what you need to do to manage your plan today and prepare your company for tomorrow. Make plans now to attend and learn how to read and respond to the signs of the times.

How to Avoid Fiduciary and ERISA Lawsuits

Learn from experts what you need to do to protect yourself and your company from class-action lawsuits or litigation from a disgruntled employee or retiree.
Are you paying too much in plan fees? Learn how to manage all of the direct and indirect fees associated with your plan.
A representative of the IRS reviews the top ten 401(k) problems and how to
avoid them.
Target date funds are rapidly becoming part of investment line-ups. But not all are created equal. Discover potential fiduciary pitfalls and learn best practices for selecting and monitoring these funds.

Keep Your DC Plan Up to Date and Enhance Your Participants' Retirement Readiness

Do you know what you need to do to keep your plan in compliance with PPA? ERISA attorneys and the DOL present legal strategies and provide information on actions you should take.
Explore the pros and cons of the automatic 401(k). Is auto-enrollment the answer to declining participation rates? What are the best strategies for introducing auto-enrollment and auto-deferral features?
Collect “inside” information as an IRS representative explains how to identify and fix problems within your plan before they trigger an audit.
Is your default investment aligned with new QDIA regulations? Amending your plan and updating your Investment Policy Statement are important first steps, but what else should you do?

Participant Education: New Twists on a Persistent Challenge

Is employee education necessary in an auto-everything world? What is the impact of plan automation on participant communication?
Learn how to put behavioral finance to work to improve the return on your investment for you and your participants.
Find out how to answer pre-retirees’ questions about their retirement income needs without compromising your fiduciary position.
Make it personal. Participants want to know about their own retirement readiness. Discover how to shift the emphasis of your educational focus to individual results.

Your DB Plan Is Changing

Are you aware of the new reporting and funding guidelines and what your obligations are? Find out what you need to know and do now to be in compliance.
PPA raises the bar on plan funding beginning in 2008. Learn how your investment strategy can help you control the impact on your financial statements.

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Presented by:

Media Partner:

The Mid-Sized Retirement & Pension Plan Management conference is proud to welcome BenefitsLink.com as the official Media Partner for the 2008 San Francisco program.

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Who Will Attend?
Executives responsible for 401(k), pension, profit sharing, 403(b), 457 and retirement savings plans, including:

Company officers with plan fiduciary responsibilities
Human resource directors, managers and specialists
Chief financial officers, treasurers and controllers
Employee benefits/compensation directors, managers and specialists
Pension/savings plan managers and trustees

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