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

Mid-Sized Retirement & Pension Plan Management Conference

Conference Workshops

Monday

Tuesday

Wednesday

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

 

Tuesday, 3:30 pm—4:30 pm

25. Cut the Fat: Reduce Costs While Improving Your Plan
B.J. Griffin, J.I. Scheinberg
North Pier Fiduciary Management, LLC

26. Case Study: From Opt-In to Opt-Out
R.E. Thompson
Mandarin Oriental Hotel Group

27. A Fully Funded Retirement for All
S.A. Coopersmith
Diversified Investment Advisors


25. Cut the Fat: Reduce Costs While Improving Your Plan
In this new economic era where every dollar counts, many sponsors are looking for new and creative ways to save for their companies and for their participants. In this session, discover steps you can take to slash plan expenses and increase efficiency in the areas of benefit funding, employee services, advisor and provider fees, and plan investments. This session alone could pay for your conference attendance.
FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE


26. Case Study: From Opt-In to Opt-Out
A plan sponsor shares her plan’s experience with giving employees the extra push they needed to prepare for retirement. Learn how this company changed providers, redesigned its plan, re-educated participants and successfully moved from an opt-in plan with waiting periods to auto enrollment and paperless management. The results over the past three years have shown the change to be well worth the effort.
FOR DC/401(k) PLANS. GENERAL


27. A Fully Funded Retirement for All
This session examines a variety of issues related to retirement income sufficiency. What is the current state of retirement preparation among workers today? Is a fully funded retirement for all employees realistic or attainable? What can plan sponsors do to help bring this about? Examine these and other questions, challenges and possible solutions.
FOR DC/401(k), DB AND 403(b) PLANS. GENERAL

Questions? Call 800-864-2063

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