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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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26. 401(k) Self-Corrections
Get information on the IRS’s top ten 401(k) issues, such as non-amended
plans, timely depositing of elective deferrals, problems
with compensation and eligibility. During this workshop, an IRS
representative explains how to identify and fix problems before they
trigger an IRS audit.
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27. New 403(b) Legislation: Pragmatic Ways to Navigate the Heightened Oversight Needs
This case study details the steps a 403(b) plan sponsor went through
to prepare for new regulations effective January 1, 2009. Learn how
this sponsor was able to enhance the program for participants while
reducing fiduciary liability exposure and designing an ongoing, best
practice investment monitoring process. Uncover how the impending
January 1, 2009, deadline will affect 90-24 transfers and impact your
personal liability—and, most importantly, what you should be doing
now to get ready.
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28. Why Defined Benefit Plans Can Give You a Workforce Management Advantage
Many companies today are moving to a 401(k)-only environment.
What is there about a program like this that would make a person
ever leave the company? That’s a problem many companies may be
facing today. They seem to have no effective means for motivating
individuals to leave or stay. Defined benefit plans, among all HR
programs, can afford companies a unique opportunity in workforce
management.
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29. The Latest on QDIAs
The final regulations have been issued by the DOL. Learn how to
take advantage of the opportunity to replace your default investment
option with a QDIA that enhances your participants’ retirement
savings balances and can provide safe harbor protection for your plan.
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30. Plan Sponsors Under the Microscope
Under the watchful eye of regulators, legislators, participants and
class-action lawyers, plan sponsors face the daunting challenge of
increasing the retirement readiness of employees without spending
more money. At the same time, they must keep up with non-stop
legislative and regulatory changes. This session reviews the results
of a recent survey of plan sponsors in which they identified the
strengths and weaknesses of their plans. Hear, too, about the tactics
they are using to strengthen their plans to address retirement
readiness and fiduciary concerns.
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