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Many plan sponsors are feeling lost in a
maze of uncertainty. Volatile financial
markets, a battered economy and a changing
regulatory environment seem to obscure the
pathway to effective plan management.
- What do you tell your participants
when they come to you for advice?
- How do you motivate employees to
stay in the plan in these tough times?
- Do Wall Street’s wild swings
demand extra fiduciary diligence?
- How do you continue the company
match in a tight economy?
- Is it time to reassess your investment
lineup and plan design?
- Are you paying too much for
plan services?
- Is your plan meeting all of the
new reporting requirements and
complying with new regulations?
As you try to navigate through these
challenges, don’t hit the panic button!
Instead, make your way to the Mid-Sized
Retirement & Pension Plan Management
Conference, March 10–13 in San Francisco.
It’s the ideal place to explore the issues, hear
what plan management experts have to
say and gain new ideas you can implement
immediately. Plan now to attend, and
disable that panic button for good!
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Get a Firm Grasp on Your
Fiduciary Responsibilities
- Learn how roller-coaster financial markets
and a changing regulatory environment
affect your responsibilities as a fiduciary.
- Discover questions to ask your providers
and steps to take as a fiduciary to ensure
that all of your plan’s fees are fully
disclosed and reasonable.
- Explore the advantages and
disadvantages of delegating fiduciary
duties to a third party.
Stay in Step with Regulators
- Learn what the DOL sees as hot button
issues in plan management and what
you can do to ensure that your plan is
in compliance.
- Hear directly from the IRS on two
important compliance issues: the new
Form 5500 and how to identify and
correct common 401(k) mistakes.
- Take advantage of the opportunity to
ask a top ERISA attorney those nagging
fiduciary and compliance questions you
have.
Investigate Auto Plan Design
- Take a closer look at the impact of
automated features on participants’
investment diversification and your
fiduciary protection.
- Examine new data and research on auto
plans, and learn what the data means for
participants and plan sponsors.
- Hear firsthand accounts of implementing
automatic features, and decide if auto
features are right for your plan.
Cultivate Productive Service
Provider Relationships
- Hear one plan sponsor’s fresh perspective
on vendor management that results in a
mutually beneficial relationship.
- Uncover the secrets of successfully
transitioning to a new provider.
- Learn how to get straight answers from
and communicate service expectations to
your financial advisor.
Educate Employees on
Smart Investing
- Employees today face extraordinary
challenges in saving for retirement.
Learn how providing targeted
communication and resources to your
employees can significantly contribute to
their retirement readiness.
- Hear how one company benefited from
providing its participants with free
advice from a certified financial planner.
- Learn how to help your employees make
informed investment decisions under
new proposed DOL regulations on
giving advice.
Prepare Late-Career Participants
for Retirement
- Plan participants who are nearing
retirement face huge decisions. Learn
what you can do to help them make
informed choices and avoid falling prey
to scams and con artists.
- Hear research-based recommendations
on how to improve the likelihood that
soon-to-be retiring employees attain their
retirement goals.
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| Presented
by: |
Media
Partner |
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The Mid-Sized Retirement & Pension Plan Management Conference is pleased to have BenefitsLink.com as the official Media Partner for the 2009 San Francisco program. |
Executives responsible for
401(k), pension, profit sharing, 403(b), 457, or 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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