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Conference Workshops
A GRID for this series of workshops is available in PDF format.
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40. What a Difference a Year Makes
Since the passage of PPA 2006, adoption of automatic plan features
has dramatically accelerated; but the impact has been uneven. This
workshop looks at how “auto” has changed the DC landscape and discusses the opportunity that lies before plan sponsors. It examines three case studies of plan sponsors whose differing implementation strategies produced substantially different results. Learn why plans are experiencing these disparities and what can be done to ensure that auto-features consistently move the retirement readiness needle forward. Explore, as well, other components of plan design that must be addressed to continue to capitalize on the momentum from PPA.
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41. Tough Love in 401(k) Communications—Why Your Employees Do the Unpredictable Things They Do and How You Can Help Them Achieve a More Secure Financial Future
Plan sponsors and retirement service vendors have spent billions
of dollars on employee communication materials and campaigns.
Many of these programs have been ineffective because they failed
to recognize important behavioral finance forces and emotions that
drive employee behavior. In this session, learn how to understand and embrace your employees’ behaviors, reassess your current strategy, fix some common communication pitfalls and increase the effectiveness of your education and communication programs. Benefit from lessons learned from recent client campaigns that took a “tough love” approach.
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42. How Will the Pension Protection Act of 2006 Impact Participant Education?
The PPA has generated more questions than answers for plan
sponsors and providers. Does it signal the end of traditional
retirement education programs? Can you disregard your enrollment
books and other materials and simply auto-enroll and auto-defer
all of your employees into your retirement savings plan? Can you
use employee inertia to your benefit, without fear of litigation or
compromising your fiduciary responsibility? A respected retirement
education expert shares his insights and perspectives to help you
better understand the “Brave New World” of PPA and its impact on
your employees.
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43. Partner Effectively with Your Provider: Tips and Tools
As Washington continues to focus on DC plans and employers move
forward with countless plan management decisions, plan sponsors
need assurance that their provider is a partner. Find out how to get
the most from a provider—from assessing prospective firms during the search process to working with the selected provider. Also, learn about the best tools and services that can help you develop a plan that drives participants toward saving for a secure retirement.
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