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Best Practices for Employers Managing DC/401(k) Plans
Presented in conjunction with: PENSIONS & INVESTMENTS
Updating Plan Sponsors on compliance, best practices and changing regulations for today’s Defined Contribution plans.
MARCH 2-4, 2008
PGA NATIONAL RESORT & SPA, PALM BEACH GARDENS, FL
THE LATEST DEVELOPMENTS IN MANAGING DEFINED CONTRIBUTION PLANS:
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Current Legislative Impact: Fees, Coverage And Election Repercussions: Defined Contribution |
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Plan Policy Today And Tommorow |
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Building The Ideal Core Menu: Whats The Magic Number? |
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Case Studies On benchmarking & analyzing fees: Ensuring you get what you pay for |
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QDIAs:Adopting and adjusting the appropriate default |
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Redesigning DC Plans thru auto-enrollment |
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The decumulation Phase:"Making partcipants balances last a life time " |
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Providers in the hot seat:Key notes in the conversation with leading DC providersExecutives of |
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leading DC provider firms answer questions |
KEYNOTE SPEAKER
9:00-10:00
FEES, COVERAGE AND ELECTION REPERCUSSIONS: DEFINED CONTRIBUTION PLAN POLICY TODAY AND TOMMOROW
James M. Delaplane, Jr.
Partner, Benefits Group
Davis & Harman LLP
In this session, Jamey Delaplane will address the latest legislative and regulatory developments regarding defined contribution plan fee disclosure and other key policy issues facing DC plan sponsors.
Jamey will discuss the implications of the Department of Labor's regulatory issuances and whether they will prevent enactment of the various related bills introduced in Congress. He will also describe the increasing momentum behind proposals to provide savings opportunities to individuals who do not have employer plan coverage and the repercussions of such proposals for plan sponsors. Additionally, Jamey will recap the latest issuances from the regulatory agencies and will give us a look forward to DC plan policy and the 2008 elections.
KEYNOTE SPEAKER
Raymond Martin
President and CEO CitiStreet Advisors
EA, CFP, CEBS
Ray Martin is the president and CEO of CitiStreet Advisors LLC.
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Distinguished Conference Co-Chairs:
Deanna Garen
Senior Vice President, Plan Sponsor Solutions
Prudential Retirement
Michael Riak
Director, Savings & Affiliate Plans
Verizon Investment Management Corp.
Nancy Webman
Editor
Pensions & Investments
Fredrik Axsater, CFA
Head of Defined Contribution Sales
and Investment Strategy
Barclays Global Investors
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Luke Collins
Senior Vice President of Business
Development
Managers Investment Group
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Ed Cronin
Vice President, Industry Research
JPMorgan Retirement Plan Services
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James M. Delaplane, Jr.
Partner, Benefits Group
Davis & Harman LLP
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Deanna Garen
Senior Vice President,
Relationship Management
Prudential Retirement
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Cynthia Hayes
Managing Director
Merrill Lynch
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Christopher Herman
Vice President, Director of
Retirement Solutions
Old Mutual
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David J. Katz
Partner
Rocaton Investment Advisors, LLC
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Tom Kmak
Partner
Fiduciary Benchmarks
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Marla Kreindler
Partner
Winston & Strawn LLP
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Stephen Lansing, CIMC, CEBS
Senior Consultant
The Bogdahn Group
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Bruce R. Lasko
Communication Partner, Human Capital Initiatives
Avaya Inc.
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Shauna Marcus
Mgr Operations/Planning & Development
NYC Deferred Compensation Plan
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Michael Riak
Director, Savings & Affiliate Plans
Verizon Investment Management Corp.
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Maryanne Rupy
Director, Investment Management
Sony Corporation of America
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Tina Stamato
Savings Plan Manager
Pfizer, Inc.
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Carol Sung
Manager, 401(k) Product Management
International Paper
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Nancy Webman
Editor
Pensions & Investments
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AUDIENCE PROFILE: National cross section of plan sponsors, retirement administrators, employee benefit, defined contribution and 401(k) managers, investment officers, human resource managers, treasurers, consultants, investment management executives and recordkeepers.
THE EDDY AWARDS, the Pensions & Investments Defined Contribution Investment Education Awards recognize the best in high-quality investment education for defined contribution participants. Plan sponsors that have helped participants understand the investment process are encouraged to enter. Winners will be announced at the conference. Plan sponsors may receive assistance from their consultants or outside vendors.
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We are sorry to announce that the PGA National Resort & Spa is sold out for the conference dates. We have arranged for rooms at the Embassy Suites Palm Beach Gardens Hotel at the discounted rate of $235 plus tax per night.
Embassy Suites Palm Beach Gardens Hotel
4350 PGA Boulevard
Palm Beach Gardens, FL 33410
Reservations: (561) 622-1000 Must mention IBF Conferences to receive group rate
Rate: $235per night
Cut-Off Date: 2/22/08
Shuttle Transportation: Click Here For Schedule
Plan Sponsor Registration Form, Click Here
Please contact Cathy Fenn, Registrar at (516) 765-9005 x 210 or cathy@ibfconferences.com.
For more information, speaking and sponsorship opportunities please contact
Craig A. Simak, Sr. Vice President, T: (516) 765-9005 ext.170, E: craig@ibfconferences.com
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