|
|
              
|
Conference Workshops
Bundling Retirement and Savings Programs Examines trends in outsourcing and bundling Defined Contribution, Defined Benefit, Non-Qualified, Stock Option, and Stock Purchase Plans. Emphasis on increased investment flexibility, enhanced participant satisfaction, and reduced administrative functions and overall costs. Panel discussion format. Eligible for CPE/CE credits.
Creating and Monitoring an Investment Policy Offers resources for narrowing fulfillment choices, an analysis of employee demographics in the menu structure process, and guidance in the implementation and management of an investment policy. Panel discussion format. Eligible for CPE/CE credits.
Developing Successful Communication Programs An overview of the FedEx communications and education campaign, highlighting the objectives and challenges, and the methods used to measure the campaign’s success. Panel discussion format.
Education, Guidance & Advice Examines various experiences and services offered to help individuals achieve retirement success. Eligible for CPE/CE credits.
Effective Annual Retirement Plan Management A review of techniques for identifying and assessing methods
for successfully managing retirement plans. Panel discussion format.
Expensing Stock Options Examines the impact of expensing stock options and its effect on companies’ plan design, including use of stock options and alternative equity-based compensation. Topics include concentrated stock strategies and stock option planning services. Eligible for CPE/CE credits.
Implementing Advice and Guidance Examines BMI’s (Broadcast Music Incorporated) efforts to successfully actuate Merrill Lynch Advice Access. Highlights their decision to offer an advisory product, including the legal, fiduciary and planning design challenges. Panel discussion format.
Maintaining Non-Qualified Deferred Compensation Plans Examines deferred compensation plan strategies and planning issues, and the effect of legislative developments on executive benefit plans, including stock option gain deferral arrangements. Eligible for CPE/CE credits.
Making the Most of eReporting An overview of the Benefits OnLine® reporting tool — eReporting — and how several utilize it to their advantage. Panel discussion format.
Maximizing Benefit Programs: Section 529 Plans A study on designing benefit programs to attract and retain employees, using corporate 529 plans as a component. Panel discussion format.
Sarbanes-Oxley Act of 2002 Examines the impact of Sarbanes-Oxley Act of 2002 on employer-sponsored benefit plans. Emphasis on compliance, accelerated disclosure and reporting requirements, and financing of cashless stock option exercises. Panel discussion format. Eligible for CPE/CE credits.
PRE-CONFERENCE WORKSHOPS 401(k) Plan Benchmarking Reviews the Watson Wyatt 401(k) Value Index — a benchmarking tool for plan sponsors to measure the effectiveness of their 401(k) plan against meeting specific goals and providing value to participants.
Managing Fiduciary Risk Reviews the basics of plan sponsor fiduciary responsibilities for qualified retirement plans, including retirement committee formation, selection of advisors, and investment and communication challenges. Eligible for CPE/CE credits.
Retirement Plan Governance: A New Look Examines effective methods for mitigating risks associated with plan governance and fiduciary oversight. Eligible for CPE/CE credits.
Space is very limited, so
Benefits OnLine is a registered service mark
of Merrill Lynch & Co., Inc. |
HOT NEWS!
Register now and you will automatically
be entered to win an opportunity to meet superstar performer Chris Isaak
before his performance on Monday night! |
 |
