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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