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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

 

Wednesday, 10:15 am—11:15 am

28. Common Mistakes Fiduciaries Make and How to Avoid Them
N. Della Vedova and M.E. Falcone
401(k) Advisors

29. Case Study: Retirement Planning Education for Your Employees
M.A. Vetter
Westar Energy, Inc.

30. The Total Retirement Package

R.E. Inglis
Vanguard


28. Common Mistakes Fiduciaries Make and How to Avoid Them
With the rules and regulations surrounding retirement plans in a constant state of flux, it's easy for things to fall through the cracks. Find out the most common mistakes fiduciaries and committees fall prey to and learn how to implement prudent processes to prevent them from happening in the future.
FOR DC/401(k) AND DB PLANS. GENERAL


29. Case Study: Retirement Planning Education for Your Employees

By the year 2020, retirees and those about to retire are expected to account for half of the U.S. population. As your employees prepare to transition from full-time employment to retirement, they will face an array of decisions and concerns: Have I saved enough? Can I afford to retire? What company benefits do I have as a retiree? How much will medical, prescription drugs and other benefits cost? What can I expect from Social Security? Is phased-in retirement an option? Learn how one plan sponsor brings the subject matter experts to employees via seminars designed to provide education and assist with retirement planning. Discover how you can help your employees become better prepared for their future retirement.
FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE


30. The Total Retirement Package

Treasury and benefit professionals face new challenges as they seek to maintain effective retirement programs to attract and retain employees. Both defined benefit plans and defined contribution plans have an associated cost to the employer that can be managed through thoughtful plan design and an understanding of risk. This session looks at the defined benefit to defined contribution plan trend and explores various plan design options.
FOR DC/401(k), DB AND 403(b) PLANS. GENERAL

Questions? Call 800-864-2063

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