Monday, March 8 · Morning Keynote
The 21^st-Century Fiduciary: Lessons, Insights and Best Practices
Sherryann Plessé, J.D., Principal
Vanguard
The changing economic landscape may also have caused changes to your fiduciary role. Get answers to the tough questions you face due to the recent market and litigation environments. Learn how to best manage your risk and fulfill your fiduciary responsibilities from a leading Vanguard investment and legal expert.

Monday, March 8 · Lunch Session
"I Thought It Was Free"—The True Cost of Your Plan
Stephen J. Smith, Vice President–Corporate Plans Market Leader
Diversified Investment Advisors
In his lunch session, Stephen Smith explores and reveals the true costs associated with your retirement plan. Do you understand and recognize the explicit and implicit costs associated with your plan? Where are the hidden fees? Learn how to understand and reveal all the costs of your plan.

Tuesday, March 9 · Morning Keynote
Helping Your Employees Reach Financial Wellness
Hank Zoller, Director, Office of Consultant Relations and Client Relationship Management
Bank of America Merrill Lynch
Employers are becoming increasingly concerned with broader financial wellness for their employees. The tools and services offered to plan participants for communicating, tracking and ensuring success for financial wellness have become broader than just one benefit plan offering. Hank Zoller examines the trend toward financial wellness and looks at innovative ways to communicate wellness and use it to drive greater employee benefits utilization.

Tuesday, March 9 · Lunch Session
The New 401(k) Handbook to Higher Consciousness: Less Is More
Nick Della Vedova, President
401(k) Advisors
401(k) plans were never designed to be the primary retirement vehicle. However, in light of the decline of traditional defined benefit plans, here we are! Where do we go from here? How do we take what was designed as a supplemental savings plan and turn it into a retirement solution? Consumerism in the United States has driven the creation of choice in virtually every industry. Twenty-five years ago there were, at most, three types of spaghetti sauce. Today, there are more than 40. Similarly, 401(k) plans in the 1980s had an average of three investments and very limited withdrawal features, and some allowed investment changes only annually. Today's 401(k) plan offers 15–20 investments, and it allows daily changes and flexible access of account balances through loans, hardships and termination of employment. Has this helped or hurt the development of 401(k) plans? What do we do about it? Where do we go from here?

Wednesday, March 10
Create a Winning Strategy for Your Plan and Participants
Moderator:
Mark E. Friedman, Conference Co-Chairman
Panelists:
Peter Chandler, Retirement Made Simpler
Sherwin S. Kaplan, J.D., Nixon Peabody LLP
Stephen J. Smith, Diversified Investment Advisors

Conference Co-Chair Mark Friedman and a panel of experts explore issues that are critical to your plan and participants’ success in today’s uncertain economic and changing regulatory environment, such as:

• Fulfilling ERISA’s requirements and protecting your fiduciary position
• Determining the best plan design options for your company and plan participants
• Assessing whether QDIAs and other investments are in sync with your investment policy and participants’ needs
• And much more!
  

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