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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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6. Basics of Defined Contribution Plans Under PPA 2006, Part II
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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7. Understanding Today's Legal Environment
New legislative and regulatory proposals are coming from every
corner of the nation’s capital. Many of these changes could have
a profound impact on your organization’s retirement plans. Join a
specialist in employee benefits and tax law for a discussion on the
Washington environment. Gain fresh insights into how current and
proposed legislation and regulatory changes may affect your plan and
participants, and learn what may be on
the horizon.
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8. Tough Love in 401(k) Communications—Why Your Employees Do the Unpredictable Things They Do and How You Can Help Them Achieve a More Secure Financial Future
Plan sponsors and retirement service vendors have spent billions
of dollars on employee communication materials and campaigns.
Many of these programs have been ineffective because they failed
to recognize important behavioral finance forces and emotions that
drive employee behavior. In this session, learn how to understand
and embrace your employees’ behaviors, reassess your current
strategy, fix some common communication pitfalls and increase
the effectiveness of your education and communication programs.
Benefit from lessons learned from recent client campaigns that took a “tough love” approach.
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9. Controlling Pension Volatility Risk: Aligning LDI Strategies with 2008-2010 Funding Rules
Implementation of dramatically new funding rules for defined benefit
plans begins in 2008. These changes raise the importance of pension
liabilities and challenge senior financial executives to find new ways
to manage the increased funding and accounting volatility. Highlights
of this session include an outline of the components of PPA that go
into effect in 2008, a discussion of investment strategies to control
your plan’s impact on your financial statements and a case study of
liability driven investing (LDI) that provides examples of volatility
reduction.
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10. Risk, Age-Based and Custom Allocation Funds—Monitoring Best Practices
Your participants trust that your asset allocation funds have
simplified, and yet enhanced, their investment decisions. Should
they? How do you know the performance is good or bad if there are
no agreed upon peer groups or benchmarks? Should you compare
the 2020 fund of another money manager? Learn how to monitor your
asset allocation funds in a best practices approach.
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