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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, 11:30 am—12:30 pm

31. Correcting Common Mistakes in 401(k) Plans
D.R. Spanier
Internal Revenue Service

32. Case Study: Changing 401(k) Providers During Investment Market Turmoil

W.G. Dorcas
Evonik Degussa Corporation

33. Turn a Boring 401(k) Meeting into Fun and Entertainment
J. Adamik
Employee Benefits Training and Solutions, LLC


31. Correcting Common Mistakes in 401(k) Plans
An IRS representative explains how to identify and fix problems in 401(k) plans. Obtain information on the most frequent errors uncovered during IRS 401(k) plan audits, which include compensation errors, excess deferrals, incorrect matching, ADP/ACP testing errors, safe harbor plan issues and issues with Roth. Learn how to avoid common mistakes in these areas and get your plan into top shape.
FOR DC/401(k) PLANS. GENERAL


32. Case Study: Changing 401(k) Providers During Investment Market Turmoil
There are two situations that are always challenging for plan sponsors: changing a plan provider and turmoil in the financial markets. What happens when both occur simultaneously? A plan sponsor shares his company’s experience in moving to another provider with a different investment line-up during a time of market volatility. Learn how the company navigated these treacherous waters.
FOR DC/401(k) PLANS. BASIC


33.
Turn a Boring 401(k) Meeting into Fun and Entertainment
Do you have problems getting your employees to show up to the typical…yawn… employee benefits meeting?  Come experience effective methods for getting employees lined up outside the meeting room—with standing-room only!  Increase employee awareness and understanding of your benefit plans by engaging your employees in the fun and laughter of plan details.

Questions? Call 800-864-2063

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