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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.
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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, 3:30 pm—4:30 pm


31. Ask the Lawyer

I.S. Kopelman
DLA Piper US LLP

32. Applying DB Best Practices to the New DC
M.A. Flynn
SEI Global Institutional Group

33. The PPA: Friend or Foe for Pre-Retiree Advice?
E. Orford
Vanguard

34. Managed Accounts, Target Date Funds, Asset Allocation Portfolios—Which Is the Best Solution?
R.C. Long, J.T. Upham
SageView Advisory Group

35. Today's Prudent Fiduciary—Understanding Fees and Other Important Issues

S.T. Fisher
Aon Consulting


31. Ask the Lawyer
This is an opportunity for you to ask an ERISA attorney all of those unanswered questions you have about the Pension Protection Act, as well as other nagging legal questions you have about your retirement and fringe benefit plans. Take advantage of this opportunity to quiz a top benefits attorney “free of charge.”

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32. Applying DB Best Practices to the New DC
This session provides an up-to-date review of plan design and fiduciary issues surrounding DC plan sponsors. Uncover the impact of PPA on plan design and participant behavior. Also hear about such headline-making topics as plan fees and ERISA litigation while you learn best practices to address the changing DC environment.

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33. The PPA: Friend or Foe for Pre-Retiree Advice?
With the passage of the Pension Protection Act of 2006, plan sponsors are seeking guidance on advice options for pre-retirees. In this session, hear about the latest research that unlocks the mystery of the New Retirement and how you, as a plan sponsor, can continue to meet your fiduciary responsibilities while offering much-needed advice.

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34. Managed Accounts, Target Date Funds, Asset Allocation Portfolios—Which Is the Best Solution?
With the variety of investment diversification strategies available, which is the right choice for your employees? This session discusses the pros and cons of the multiple solutions in today’s marketplace.

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35. Today's Prudent Fiduciary—Understanding Fees and Other Important Issues
Review current issues that investment and fiduciary committees face, and take away solutions for some of the more difficult challenges. What is an appropriate response to the wave of 401(k) fee litigation? When should funds be placed on watch and terminated? Should bad funds be frozen or terminated? How does the new mutual fund scandal affect me? My 401(k) provider is offering investment advice for participants; should we use it? Gain a deeper understanding of these and other critical issues.

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