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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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11. Can You Trust Your Consultants and Service Providers? Questions to Ask and Red Flags to Look For
Recent class action litigation, government investigations, congressional interest and financial industry scandals may have you wondering if your outside retirement service providers are really working for you or pursuing their own personal agendas. Everybody expects service providers to get paid, but as a plan fiduciary, you should understand your service provider’s fee structure and be in a position to assure yourself and your participants that you are getting good value for every dollar of plan assets paid to your providers. This session explores the fiduciary and industry issues that have arisen, questions you should ask and the red flags you should look for. What are the differences between legitimate and questionable payment practices? How can a service provider’s conflict of interest create legal liabilities and cripple a plan’s performance? How do you hire an intermediary and determine if that intermediary is working expressly for you and getting paid a fair amount?
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12. Evaluating the Features of Automatic Programs within Your 401(k) Plan
This session pulls back the curtain on the individual components of
automatic programs and explores the pros and cons of auto-enrollment,
auto-increase and selecting qualified default investment alternatives.
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13. You've Frozen Your Pension Plan: Now What Do You Do?
You've frozen your pension plan thinking that would solve the problem. Now you realize that although your problem may not be growing, all of the basic issues still remain. You would like the equity markets and interest rates to cooperate so that you'll eventually be able to terminate the plan. So far, they haven’t cooperated. Learn about strategies that plan sponsors are adopting to successfully manage their frozen plans.
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14. Case Study: Retirement Planning Education for Your Employees
By 2020, pre-retirees and those already retired are expected to
account for half of the U.S. population. As your employees prepare to
transition from full-time employment to retirement, they will face an
array of decisions and concerns: Have I saved enough? Can I afford to
retire? What company benefits do I take with me? How much will they
cost—especially medical? What about Social Security? Learn how
one plan sponsor brings the subject matter experts to their employees
via annual Retirement Planning Seminars. Discover how you can help
your employees become better prepared for their future retirement.
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15. Target Date and Target Risk Funds: We Put Them on the Menu, Now How Are They Doing?
Plan sponsors have been adding target date and/or target risk funds
to plan menus to help participants find an easier way to diversify and
make solid choices in planning for retirement. How do you monitor
these funds? What are the appropriate comparisons? Who are
their peers? Discuss benchmarks and peer groups that may help in
evaluating and monitoring asset allocation funds.
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