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SUNDAY, AUGUST 17, 2008 (Austin, TX) / |
WEDNESDAY, SEPTEMBER 3, 2008 (Palm Beach Gardens, FL)
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| 1:00 - 6:00 |
Pre-Registration and Exhibitor Set-up |
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DAY ONE AGENDA |
| 7:30 - 8:30 |
Continental Breakfast with Exhibitors |
| 8:30 - 8:45 |
Welcoming Remarks
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| 8:45 - 9:45 |
Preparing for the New Regulations - A Plain English Readiness Guide
This session will review the new regulations affecting 403(b) plans and provide a plain English summary of the steps needed for employers, TPAs and other affected parties to be prepared for the January 1, 2009 implementation date.
Tom Peller, Vice President, Benefits Compliance, Fidelity Investments
Lucy Sagansky, Vice President - Product Strategy, Fidelity Investments
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| 9:45 - 10:15 |
Break with Exhibitors |
| 10:15 - 11:15 |
Busting the Top 10 403(b) Plans Myths & Mistakes
New and complex regulations often generate myths about their application and implications. In this session, we'll bust a number of myths circulating in the 403(b) community and provide guidance to avoid potential mistakes.
Richard Turner, Vice President and Deputy General Counsel, AIG Retirement (Austin, TX)
Joseph Kendy, Senior Counsel, AIG Retirement (Palm Beach Gardens, FL)
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| 11:15 - 12:15 |
Working with Exclusive and Multi-Vendor Providers
With the expanding role of the employer in overseeing its 403(b) plan, the number of vendors made available to employees is becoming a more significant issue. A panel of industry experts will explore the pros and cons of single vendor and multi vendor 403(b) arrangements.
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| 12:30 - 1:30 |
Lunch with Exhibitors |
| 1:30 - 2:30 |
Fiduciary Concerns - Is my Plan Still Exempt from ERISA?
The new regulations require employers to be more involved in the operation and oversight of their plan. How much does an employer have to do and how much can an employer do without becoming an ERISA fiduciary. Attend this session to hear form a panel of legal experts on how the changes affect ERISA and non-ERISA plans.
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| 2:30 - 3:00 |
Break with Exhibitors |
3:00 - 4:00
(Note: Concurrent
Sessions at this time.) |
SESSION A -- TPA / Vendor Workshop
In a highly interactive format, TPAs and 403(b) plan vendors will have a opportunity to share information and candidly discuss how to work with each other in the new regulatory environment. (TPAs, Plan Advisors, and Conference Sponsors only.)
Ralph Del Sesto, National Director of 403(b) TPA Support & Distribution, ING
SESSION B -- Plan Document Workshop
In this hands-on workshop, employers will learn about the plan documents requirements, and get tips and guidance on creating documents for their own plans.
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| 4:00 - 4:45 |
A Consultant's Guide to Managing 403(b) Plans
The information presented in this session represents the views of an unbiased industry expert regarding the issues and challenges faced by both ERISA and non-ERISA plan sponsors as well as industry vendors. Session topics will include:
- What a plan sponsor should be doing now and to prepare for the future
- An optimal plan sponsor model
- The types of fees associated with these plans
- What a plan sponsor should expect from their vendors
- A framework for how a plan sponsor should select their vendors
Andy Adams, Principal, Strategic Benefits Advisors
Jay C. Schmitt, A.S.A., Senior Benefits Consultant, Strategic Benefits Advisors
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| 6:00 - 9:00 |
Reception with Exhibitors & Tropical Themed Entertainment
(click here for details)
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DAY TWO AGENDA |
| 7:30 - 8:30 |
Continental Breakfast with Exhibitors |
| 8:30 - 9:30 |
Plan Management and Ongoing Compliance After January 2009
January 1, 2009 is not the end, its just the beginning. Once the January deadline has passed, what will employers/plan sponsors need to do to keep their plans in compliance? What ongoing services will they need? What differences will there be for non-ERISA vs. ERISA plans? And what should they expect from service providers? These questions and more will be addressed in this session.
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| 9:30 - 10:00 |
Break with Exhibitors |
10:00 - 11:00
(Note: Concurrent
Sessions at this time.) |
SESSION A -- Benefiting from the New Regulations - TPAs / Advisors
By attending this session, TPAs and Advisors will learn how to move from the role service providers to that of trusted partners. The session will explore the decision making process of plan sponsors and will look at the sales process, the role of participant education and how products and services will need to change.
Jim Racine, Assistant Vice President and Director of Customer Support Strategy and Projects for Lincoln Financial Group's Employer Markets
SESSION B -- Benefiting from the New Regulations - Employers
Employers/plan sponsors will learn how to: turn the new regulations from a compliance chore into a business opportunity; leverage their position to acquire more competitive products; identify the services they should be getting from their vendors; and improve services for participants at a lower cost.
John Arant, Head of Business Development and Strategic Partner Relationship Management, Lincoln Employer Markets
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| 11:00 - 12:00 |
Marketplace in Motion: Solutions and Best Practices That are Gaining Acceptance
This informative session will provide an update on the latest industry trends and issues faced by the 403(b) plan community. Attendees will learn about emerging best practices for the most current issues, including information sharing practices that will benefit the entire 403(b) community.
Bruce Corcoran, Senior Vice President, National Markets – Education, AIG Retirement
Sandy Fotiades, Vice President, Relationship Management Fidelity Investments
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| 12:00 - 12:15 |
Closing Remarks
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Sponsored By:
Exhibitors:
Media Sponsors:
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