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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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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.
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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.
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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.
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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.
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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.
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