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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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1. Basics of Defined Contribution Plans Under PPA 2006, Part I
The Pension Protection Act of 2006 significantly affects DC/401(k)
plans. Gain an overview of the impact, including changes and
opportunities in: auto-plan design, the Roth 401(k), administration,
disclosure to employees, investment diversification and fiduciary
protections. Take away a full understanding of the most important
aspects of today’s new defined contribution plans, with an emphasis
on 401(k) plans.
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2. A Fiduciary's Guide to DC Plan Fee Disclosure
With well-publicized lawsuits and Congressional hearings, 401(k) fee
disclosure has become one of the industry’s hottest issues. Learn
strategies for understanding the fees associated with your plan, ways
to document your actions, what to expect from your provider and tips
for communicating information to participants.
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3. Communication Strategies for Late-Career Participants
Pre-retirees have the daunting challenge of making a list of informed
decisions on a number of important topics, such as distribution
planning, financial planning, budgeting, tax planning, health
management and lifestyle choices. Learn how plan sponsors can
help employees approaching retirement make better decisions for
their retirement and assist them with these very personal decisions.
Explore ways to assist late-career employees in planning for a
successful retirement.
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4. Using PPA's Required Communications to Help Enhance the Perception of Your Defined Benefit Plan
The Pension Protection Act requires defined benefit plan sponsors
to provide certain communications to participants beyond what was
required before. To many, providing these communications may just
be an extra chore with no benefit. On the other hand, this can be seen
as an opportunity to show the value of your defined benefit program.
Presenting the benefits of the plan—both accrued and projected in
different forms—can help you accomplish that goal.
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5. Advisors Are Providers, Too: Prudent and Practical Steps for Benchmarking, Evaluating and Ensuring Value
Most sponsors understand their duty to regularly evaluate the costs,
services and value received from their record keepers. However,
most committees don’t follow those same steps in monitoring advisor
relationships. Learn your obligations and the tools available to meet
them. The discussion covers various third party advisor/consultant/broker service models, cost structures and benchmarking processes.
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