13. Legal Update: Hot Topics in the Retirement Plan World
Qualified Retirement Plan rules are normally detailed and complex, but this legal update addresses the most current plan topics in a concise and easy-to-follow manner. Topics covered include recent legislation affecting qualified plans, including 401(k) and defined benefit plans, as well as recent guidance from the Internal Revenue Service and the Department of Labor. Join this presentation to hear about all the latest news and to understand the rules.
FOR DC/401(k) AND DB PLANS. GENERAL

14. Understanding, Documenting and Negotiating Plan Fees
With the spotlight on DC plan fees growing stronger, the importance of understanding, documenting and negotiating your fees has never been more important. Analyzing the administrative, record keeping, investment management, employee education and technology cost/value paradigms creates the leverage for the win-win-win we all want. Participants win with either more services at the same costs or the same services at lower costs; the fiduciary wins through a documented, fee-transparent process; and the service provider wins with a client positioned for a long-term relationship. Learn the best practices approach to understanding, documenting and negotiating fees for long-term success.
FOR DC/401(k), DB AND 403(b) PLANS. GENERAL

15. Tools to Help Your Employees Reach Financial Wellness
This session explores some of the proven retirement tools, broader education and consultation strategies that can help employees assess their own financial wellness. Learn best practices and hear case studies that promote positive employee actions and greater ownership for reaching holistic financial goals.
FOR DC/401(k) PLANS. INTERMEDIATE

16. Helping Participants Manage the Distribution Phase of Retirement
Learn how to help plan participants prepare for and manage the final phase of retirement. This session explores various services plan sponsors can make available to participants such as education seminars, technology planning tools and advisory services. Learn about various forms of distribution such as annuities, the "4% rule" and retirement income funds. Find out how to determine income needs in retirement and ways of managing assets to produce that income.
FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE

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