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 |