Mid-Sized Retirement & Pension Plan Management Agenda

"This conference focused on many of the issues faced by plan sponsors on a daily basis [and] provided valuable information. I recommend this conference to any plan sponsor."

–Marcelino R. Gomez
Assistant Attorney General – Tax Unit
Navajo Nation Department of Justice

Conference Agenda
All conference-related events are located on the 2nd floor of the hotel. The room locations of all general sessions are located below. Check out the hotel page for a map of the Palace Hotel.

Sunday, March 7, 2010
9:00 am-5:00 pm	Registration Sunset Court
10:00 am-5:00 pm	PRE-CONFERENCE TUTORIAL Fiduciary Obligations Under ERISA Nick Della Vedova and Michael E. Falcone, 401(k) Advisors and Sherwin S. Kaplan, J.D., Nixon Peabody LLP Sea Cliff
Monday, March 8, 2010
8:00 am-4:00 pm	Registration Sunset Court
8:00 am-9:00 am	Continental Breakfast Sunset Court
9:00 am-9:15 am	WELCOME/OPENING REMARKS Steven F. Maier, Ph.D., Conference Co-Chairman Twin Peaks
9:15 am-10:15 am	KEYNOTE ADDRESS The 21st-Century Fiduciary: Lessons, Insights and Best Practices Sherryann Plessé Vanguard Twin Peaks
10:30 am-11:30 am	Concurrent Workshops
11:30 am-1:30 pm	LUNCH AND SPEAKER "I Thought It Was Free"—The True Cost of Your Plan Stephen J. Smith Diversified Investment Advisors Twin Peaks
1:45 pm-2:45 pm	Concurrent Workshops
3:00 pm-4:00 pm	Concurrent Workshops
4:00 pm-5:30 pm	NETWORKING RECEPTION Sunset Court
Tuesday, March 9, 2010
7:30 am-4:00 pm	Registration Sunset Court
7:30 am-8:30 am	Continental Breakfast Sunset Court
8:30 am-9:30 am	KEYNOTE ADDRESS Helping Your Employees Reach Financial Wellness Kevin F. Crain Bank of America Merrill Lynch Twin Peaks
9:45 am-10:45 am	Concurrent Workshops
11:00 am-12:00 pm	Concurrent Workshops
12:00 pm-2:00 pm	LUNCH AND SPEAKER The New 401(k) Handbook to Higher Consciousness: Less Is More Nick Della Vedova 401(k) Advisors Twin Peaks
2:15 pm-3:15 pm	Concurrent Workshops
3:30 pm-4:30 pm	Concurrent Workshops
4:30 pm-5:15 pm	RECEPTION Sunset Court
Wednesday, March 10, 2010
7:30 am-11:30 am	Registration Sunset Court
7:30 am-8:30 am	Continental Breakfast Sunset Court
8:30 am-10:00 am	PANEL DISCUSSION Create a Winning Strategy for Your Plan and Participants Moderator: Mark E. Friedman, Conference Co-Chairman Panelists: Peter Chandler, Retirement Made Simpler Sherwin S. Kaplan, J.D., Nixon Peabody LLP Stephen J. Smith, Diversified Investment Advisors Twin Peaks
10:15 am-11:15 am	Concurrent Workshops
11:30 am-12:30 pm	Concurrent Workshops
12:30 pm-1:30 pm	LUNCHEON BUFFET Marina

Questions? Call 800-864-2063