Mid-Sized Retirement & Pension Plan Management Conference Workshops

A GRID for this series of workshops is available in PDF format.

Conference Workshops

Monday	Tuesday	Wednesday
10:30 am-11:30 am	9:45 am-10:45 am	10:15 am-11:15 am
1:45 pm-2:45 pm	11:00 am-12:00 pm	11:30 am-12:30 pm
3:00 pm-4:00 pm	2:15 pm-3:15 pm
	3:30 pm-4:30 pm

Monday, 10:30 am—11:30 am

1. Evolving ERISA Fiduciary Standards for DC Plan Sponsors
M.H. Cahn, J.D.
Diversified Investment Advisors

2. The Automatic 401(k)—2010
P. Chandler
Retirement Made Simpler

3. Target Date Funds: Common Misperceptions
J.L. DiCenzo
Behavioral Research Associates, LLC

4. Evaluating, Selecting and Monitoring Service Providers
N. Della Vedova and M.E. Falcone
401(k) Advisors

1. Evolving ERISA Fiduciary Standards for DC Plan Sponsors
Get up to date on the latest industry and regulatory developments and how they impact your role as a plan sponsor and fiduciary. Discover whether new products are making it easier or more challenging to meet fiduciary requirements.
FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE

2. The Automatic 401(k)—2010
A lot has happened in the world of automatic plans in the past few years. Best practices are becoming clearer, and many companies that were on the fence are taking steps to automate. If you are still debating the pros and cons of “going auto” or want to improve employee participation and contribution rates, this session will keep you informed about the latest research, case studies and peer feedback about automating your company’s retirement savings plan.
FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE

3. Target Date Funds: Common Misperceptions
In this session, learn about important differences in target date funds and how to evaluate them. The session also includes a discussion of glide path issues as well as results from new behavioral research uncovering participant misperceptions of target date funds. Gain a better understanding of how to evaluate target date funds and overcome problematic participant misperceptions of the funds.
FOR DC/401(k) PLANS. INTERMEDIATE

4. Evaluating, Selecting and Monitoring Service Providers
Finding the right service provider can be time-consuming and cumbersome, but it doesn’t have to be. Learn how to use tools and techniques to effectively manage your search as well as your ongoing relationship with your provider. It all starts with clearly defining your goals and objectives and establishing a streamlined bid process to help you compare and contrast provider responses on an "apples-to-apples" basis. The ultimate goal is to be able to document that the process was done in a diligent, prudent manner. Once you’ve made your decision, it’s also important to establish guidelines for your ongoing service expectations. Ultimately, it is the participants who will be best served by your having gone through this process.
FOR DC/401(k) AND DB PLANS. GENERAL