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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.
The past year has had profound implications for retirement plan professionals and participants. To help you stay abreast of the changing landscape, meet your fiduciary obligations and guide you in helping your participants save enough for retirement, we have developed a timely agenda for the Pensions & Investments MidAmerica DC Conference.
We will discuss emerging options-such as annuities, guaranteed minimum withdrawal benefit offerings, commingled trust funds, separate accounts, target date funds, alternative investments, managed accounts, new developments in plan design, participant communications, investment line-ups, fiduciary responsibilities, compliance/governance, and more.
Following are some highlights from the agenda:
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The growing shift toward "auto-pilot" features in DC plans |
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408 (b)(2): Proposed Rules, Regulations & Concerns surrounding Fee disclosure |
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Best Practices on Fee Analysis & Negotiation |
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Re-Defaulting Participants |
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Different approaches to selecting & benchmarking asset allocation funds |
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Unbundling DC Plans: Exploration of advantages to employers/employees |
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Addressing longevity risk for participants through Retirement Income Strategies |
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To help you better serve the organization and participants you represent, we invite you to join us in what promises to be an exceptional learning experience.
We invite you to join us for what we believe is a "must-attend" learning opportunity to help you better serve the organization and participants you represent.
Conference Co-Chairs:
Luke Collins
Senior Vice President of Business
DevelopmentManagers
Investment Group, LLC
Jaime Erickson
Manager, Defined Contribution Plans
Akzo Nobel
Conference Advisory Board:
James M. Delaplane, Jr
Partner, Benefits Group
Davis & Harman LLP
Olena Berg-Lacy
Partner
Fiduciary Benchmarks
Former Assistant Secretary of Labor
Former Head of the Pension and WelfareBenefits Administration
Lori Lucas
Senior Vice President
Defined Contribution Practice Leader
Callan Associates
Ed Gleason
Specialist-401(k) Plan
Retirement StrategyAmerican Airlines
Annette D. Grabow
Manager of Retirement Benefits
M.A. Mortenson Company
Nancy Webman
Editor
Pensions & Investments
Matt Gnabasik
Managing Director
Blue Prairie Group
Marla Kreindler
Partner
Winston & Strawn LLP
Douglas R. Manchester
Managing Director
Goldman Sachs Assets Management
Silvia Frank
Manager, DC Plans
Trinity Health
Keith Overly
Executive Director
State Of OH Public Employees Deferred Compensation
Candy Roberts
Operations Manager
BP
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Network with
plan sponsor from:
Akzo Nobel
American Airlines
Bay Area Rapid Transit District
Boeing Company
BP America Inc.
CableLabs
Citizens Gas & Coke Utility
City of Austin
Cook County Government
Dan's Super Market, Inc.
ExxonMobil
Fellowes Inc
FMC Corporation
Fortune Brands, Inc.
General Motors Asset Management
Grant Thornton LLP
Guardian Industries Corp
Herman Miller
Hess Corporation
Kindred Healthcare, Inc.
Kohler Co.
MA Mortenson
Michigan Department of Treasury
MidMichigan Health
Midwest Research Institute
Municipal Employees Retirement System of Michigan
Nalco Company
National Futures Association
Nordson Corporation
Nortel
NYC Deferred Compensation Plan
Oakland County Employee's Retirement System
Omaha Public Power District
Plante & Moran
Plexus Corp.
Portland Cement Association
R.R. Donnelley
Reyes Holdings
Rockwell Automation
Smithfield Foods, Inc.
Starwood Hotels
The Northern Trust Company
Trinity Health
Utah Retirement Systems
Washtenaw County
WCI Steel, Inc.
We Energies
Exhibitor Opportunities:
For sponsorship and exhibit opportunities, please contact Craig Simak, Senior Vice President (516) 765-9005 ext. 170 or craig@ibfconferences.com
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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.
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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