2012 San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference Agenda

March 18, 2012 - March 21, 2012

03182012

9:00 am - 5:00 pm

Registration

10:00 am - 5:00 pm

Pre-Conference Tutorial
Fiduciary Obligations Under ERISA

Sherwin S. Kaplan, J.D., Nixon Peabody LLP
Michael E. Falcone, 401(k) Advisors

2:00 pm - 5:00 pm

Pre-Conference Workshop
Health and Welfare Benefits Boot Camp

Tiffany N. Santos, J.D., Trucker Huss

2:00 pm - 5:00 pm

Pre-Conference Workshop
Does Your Non-Qualified Plan Really Get You Qualified People?

Stephen J. Smith, Diversified


03192012

8:00 am - 5:00 pm

Registration

8:00 am - 9:00 am

Continental Breakfast

9:00 am - 9:15 am

Welcome/Opening Remarks

Mark E. Friedman, Conference Chairman, UAI Technology, Inc.

9:15 am - 10:15 am

Keynote Address
Benchmarking Trends in DC Retirement Plans

Gerard P. Mullane, Vanguard

10:30 am - 11:30 am

5 Workshops

11:30 am - 1:30 pm

Lunch and Speaker
Plan Design Inflection Points: Enhancing Participant Outcomes

Vince J. Giovinazzo, 401(k) Advisors

1:45 pm - 2:45 pm

5 Workshops

3:00 pm - 4:00 pm

5 Workshops

4:00 pm - 5:30 pm

Networking Reception


03202012

7:30 am - 8:30 am

Continental Breakfast

8:30 am - 9:30 am

Keynote Address
Rethinking the 401(k)

David Gray, Charles Schwab

9:45 am - 10:45 am

5 Workshops

11:00 am - 12:00 pm

5 Workshops

12:00 pm - 2:00 pm

Lunch and Speaker
Understanding How We Make Choices

David Kaplan, M.D., Mercer

2:15 pm - 3:15 pm

5 Workshops

3:30 pm - 4:30 pm

5 Workshops

4:30 pm - 5:30 pm

Networking Reception


03212012

7:30 am - 8:30 am

Continental Breakfast

8:30 am - 9:30 am

Keynote Address
Change Before You Have To: Use Strategic Data Analytics to Drive Your Company’s Success

Peter W. Garner, The Benefit Services Group, Inc.
Gerald W. Frye, The Benefit Services Group, Inc.

9:45 am - 10:45 am

5 Workshops

11:00 am - 12:00 pm

5 Workshops

12:00 pm - 1:00 pm

Networking Lunch and Grand Prize Drawing