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“Very informative. The sessions gave me more questions than I came with; I left with my initial questions answered and with knowledge of how to get information from my proposed vendors. ”

Terri Kastanis
Controller
Medical Center Cardiologists

Agenda

Tuesday | Wednesday | Thursday | Friday

 
Tuesday, March 11, 2008
9:00 am-5:00 pm Registration
10:00 am-5:00 pm

PRE-CONFERENCE TUTORIAL
Everything You Ever Wanted to Know About Being a Fiduciary but Were Afraid to Ask
Presented by Aon Consulting and
Sherwin S. Kaplan, Thelen Reid Brown Raysman & Steiner LLP

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2:00 pm-5:00 pm

PRE-CONFERENCE WORKSHOP
The Art of Understanding, Documenting and Negotiating Plan Fees
Nick Della Vedova and Michael E. Falcone
401(k) Advisors

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Wednesday, March 12, 2008
7:30 am-4:00 pm Registration
7:30 am-9:00 am Continental Breakfast
9:00 am-9:15 am

WELCOME/OPENING REMARKS
Mark E. Friedman, Conference Co-Chairman

9:15 am-10:15 am

KEYNOTE ADDRESS
A Call to Action: What Every American Needs to Know to Become Financially Fit
Carrie Schwab Pomerantz
Charles Schwab

10:15 am-10:30 am Refreshment Break
10:30 am-11:30 am Five Concurrent Workshops
11:30 am-1:30 pm LUNCH AND SPEAKER
The Impact of Key Trends in Employer-Sponsored Retirement Plans: Hope or Despair?
Scott J. Macey
Aon Consulting
1:45 pm-2:45 pm Five Concurrent Workshops
2:45 pm-3:00 pm Refreshment Break
3:00 pm-4:00 pm Five Concurrent Workshops
4:00 pm-5:30 pm

NETWORKING RECEPTION

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Thursday, March 13, 2008
7:30 am-4:00 pm Registration
7:30 am-8:30 am Continental Breakfast
8:30 am-9:30 am

KEYNOTE ADDRESS
The Evolution of Workplace Benefits: Providing for Employees' Total Financial Health
Scott David, Retirement Services
Fidelity Investments

9:30 am-9:45 am Refreshment Break
9:45 am-10:45 am Five Concurrent Workshops
10:45 am-11:00 am Break
11:00 am-12:00 pm Five Concurrent Workshops
12:00 pm-2:00 pm LUNCH AND SPEAKER
Balancing Competitive Total Retirement Plan Fees and Comprehensive Plan Services
Nick Della Vedova
401(k) Advisors
2:15 pm-3:15 pm Five Concurrent Workshops
3:15 pm-3:30 pm Refreshment Break
3:30 pm-4:30 pm Five Concurrent Workshops
4:30 pm-5:30 pm

NETWORKING RECEPTION

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Friday, March 14, 2008
7:30 am-11:30 am Registration
7:30 am-8:30 am Continental Breakfast
8:30 am-10:00 am

PANEL DISCUSSION
Mapping Out a Strategy to Boost Your Employees' Retirement Readiness
Moderator:
Mark E. Friedman, Conference Co-Chairman
Panelists:
Brant J. Griffin
The Corporate Services Group of Oppenheimer & Co.

Patrick J. Kendall
Diversified Investment Advisors
Deborah A. Novotny
T. Rowe Price Retirement Plan Services, Inc.
Dennis K. Simmons
Vanguard

10:00 am-10:15 am Refreshment Break
10:15 am-11:15 am Four Concurrent Workshops
11:15 am-11:30 am Break
11:30 am-12:30 pm Four Concurrent Workshops
12:30 pm-1:30 pm 

LUNCHEON BUFFET

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