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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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36. On Track for a Comfortable Retirement—The Right Message to the Right Employee at the Right Time Can Yield the Right Results
Learn how a proven, results-oriented employee communication
program can help your employees make the best choices for their
retirement savings and learn how you can change your employees’
behavior for the better. Hear a detailed case study direct from
a fellow plan sponsor on planning and implementing a targeted,
personalized campaign that has real impact on your plan, without
breaking the budget.
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37. Enhancing the Participant Experience: Measurement and Execution Techniques That Create a Successful Plan
Future retirement plans will be judged by the participant experience.
How much is the employee saving? What investments has he or she
selected? Will the participant’s account balance be adequate at
retirement? How will the shift from plan features to individual results
affect the changing fiduciary landscape? How will plan sponsors
measure the participant experience and execute management
strategies? Learn the answers to these questions and ways to have a
positive impact on a participant’s retirement income.
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38. Challenges Fiduciaries Face When Evaluating Target Date Funds and Monitoring Plan Fees
This advanced tutorial examines how to evaluate target date funds (TDFs) and benchmark plan fees. Hear an industry expert clearly explain how new regulations affect these two hot topics and what plan fiduciaries should do now. Learn how to boil down the complexity of TDFs into a few distinguishing factors and make effective comparisons. This prudent evaluation process also helps fiduciaries identify TDFs that may fall short of meeting the specific requirements of participants. Discover, as well, how to identify the right price for each service provided. Detailed case studies reveal problems fiduciaries face when identifying shared revenue versus actual plan costs.
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39. How to Truly Differentiate Among Record Keepers—It's Not Just About Bundled or Unbundled Anymore
Learn how to truly differentiate among the distinct cultures and
business models of record keepers and the trade-offs that exist.
What are their profit and revenue expectations, and is there parity
with the services you and your employees are receiving? Do they
maintain divisions within their organizations where potential conflicts
exist? Learn how to evaluate your plan’s service in comparison to the
marketplace to ensure that you are paying a fair price.
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