University Conference Services
LogoHomeAbout usConference CalendarView Past PresentationsView E-SeminarsRegistrationFAQContact Us
image
imageOverviewConference SponsorsConference HighlightsAgendaPre-Conference WorkshopsWorkshopsHotel And TravelBrochureRegister


Earn up to 14 CPE (for CPAs) credits.

Attend a pre-conference session and earn additional credits.

Conference Workshops

A GRID for this series of workshops is available in PDF format.
You must have the Adobe Acrobat Reader to view this file.

Wednesday

Thursday

Friday

  7:15 am-8:15 am  

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

 

Thursday, 11:00 am—12:00 pm

21. Understanding Plan Fees in Defined Contribution Plans

H.B. Bjornson, Jr., C.A. Giorgi, D.L. McCullough
Sun Life Retirement Services

22. Plan Design: Taking Advantage of PPA

R.C. Long, J.T. Upham
SageView Advisory Group

23. How to Build Employee Understanding of and Participation in 401(k) and Other DC Plans
B. Middleton
ADP Retirement Services

24. Liability Driven Investing—New Focus for Defined Benefit Plans
J.K. Beall
Diversified Investment Advisors

25. Partner Effectively with Your Provider: Tips and Tools

S.L. Smith
T. Rowe Price Retirement Plan Services, Inc.


21. Understanding Plan Fees in Defined Contribution Plans
What are the responsibilities a fiduciary has relating to plan fees? This session examines the answer to that question and also reviews current regulatory issues related to plan fees and fee disclosure. The speakers also discuss the various types of direct and indirect fees associated with defined contribution plans, focusing on plan investment-related fees.
Back to Top


22. Plan Design: Taking Advantage of PPA
Learn how to incorporate the legislative changes and recently issued guidelines to enhance your retirement plan for your employees.

Back to Top


23. How to Build Employee Understanding of and Participation in 401(k) and Other DC Plans
Learn how to take better advantage of the resources, tools and communications to ensure that employees are aware of the benefits of saving for retirement and that they are maximizing their opportunity.

Back to Top


24. Liability Driven Investing—New Focus for Defined Benefit Plans
It has been a wild ride for DB plan sponsors over the past decade: many plans went from well-funded to under-funded positions in just a few short years. High profile plan insolvencies resulted in the passage of PPA 2006 and the adoption of funding and accounting reforms. Stricter funding requirements and the need for greater financial transparency have spotlighted the need to control pension plan surplus volatility. Learn how liability driven investing offers a different perspective for addressing the financial realities of today’s DB plans.
Back to Top


25. Partner Effectively with Your Provider: Tips and Tools
As Washington continues to focus on DC plans and employers move forward with countless plan management decisions, plan sponsors need assurance that their provider is a partner. Find out how to get the most from a provider—from assessing prospective firms during the search process to working with the selected provider. Also, learn about the best tools and services that can help you develop a plan that drives participants toward saving for a secure retirement.

Back to Top

 

Home | About Us | Conference Calendar | View Past Presentations
View E-Seminars | Registration | FAQ | Contact Us