SPONSORSHIPS
Foster Wright
203 595 3280
fwright@plansponsor.com
GENERAL INQUIRIES
Carol Popkins
203 595 3282
cpopkins@plansponsor.com
| 11:30-12:45 | Registration & Buffet Lunch outside conference room
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| 12:45 - 1:00 | Opening Remarks SPEAKER Nevin Adams, Editor-in-Chief, PLANSPONSOR and PLANSPONSOR.com
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| 1:00-2:00 | Qualified “Success" Target-date funds, balanced funds, managed accounts all “winners” in the final QDIA regulations. Which is best for your plan—the pros and cons of each. MODERATOR Nevin Adams, Editor-in-Chief, PLANSPONSOR and PLANSPONSOR.com PANELISTS
Robert Capone, President, BNY Mellon
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| 2:00-3:00 | QDIA Essentials What the regulations on qualified default investment alternatives mean for your plan and when. MODERATOR Alison Cooke, Managing Editor, PLANADVISER PANELISTS Fred Reish, Managing Director, Reish Luftman Reicher & Cohen
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| 3:00-3:15 | Coffee Break
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| 3:15-4:05 | Stable Values Capital preservation funds may not have made the list of “long-term” solutions under the final QDIA regulations, but they remain a popular default choice for many plan sponsors, and an important asset class overall. What the new generation of stable value choices could bring to your program and what the next generation has in store. MODERATOR Nevin Adams, Editor-in-Chief, PLANSPONSOR and PLANSPONSOR.com PANELISTS Gregg Holgate, VP,Stable Value Sales, ING
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| 4:05-4:55 | Risky Business Notably absent from the DoL’s QDIA regulations were asset allocation solutions based exclusively on risk, rather than age/date. Yet, risk-based funds have been around longer, and have established track records. Should your plan menu include both risk- and date-based solutions? MODERATOR Nick Platt, COO, PLANSPONSOR PANELISTS
Gene Huxhold, Sr. Managing Director Investment Only Retirement Plans, John Hancock
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| 4:55-5:45 | Other People’s Money Open architecture or proprietary? Which approach is best for your plan: the pros and cons of each? MODERATOR Alison Cooke, Managing Editor, PLANADVISER PANELISTS
Phillip E. Enochs, Director, Institutional Defined Contribution Services, Russell Investments
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| 6:00-7:00 | Cocktail Reception
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| 7:00-9:00 | Dinner with Keynote Speaker SPEAKER Barbara Novick, Vice Chairman and Head of Account Management, BlackRock
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Day 2—Wednesday, March 5, 2008 > top
| 6:30 - 7:45 | Breakfast
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| 7:45 - 8:00 | Opening Remarks SPEAKER Nevin Adams, Editor-in-Chief, PLANSPONSOR and PLANSPONSOR.com
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| 8:00 - 9:00 | Underlying Assumptions/When You Assume There are some very different assumptions underlying the construction of the new generation of asset allocation funds and it can make a big difference in how they work for your plan. MODERATOR Mark Davis, Partner, Kravitz Davis Sansone PANELISTS
Eric Freedman, Managing Director, CAPTRUST Financial Advisors
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| 9:00 - 10:00 | Getting From Here to There—Glide Paths An inside look at the various glide paths, the strategies that underlie them, and how they might (and should) impact the choice of a lifestyle/cycle fund. MODERATOR Nevin Adams, Editor-in-Chief, PLANSPONSOR and PLANSPONSOR.com PANELISTS
Joseph Nagengast, Principal, Target Date Analytics LLC
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| 10:00 - 10:15 | Coffee Break
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| 10:15 - 11:15 | The End in Mind—Retirement Income Some argue that target-date funds fail to estimate accurately individuals’ income needs as they move from their working years to retirement and beyond and, according to others, some funds switch their asset allocation to a conservative mix too soon. Others have lengthened the investment horizon into the retirement years but failed to consider risk. How should asset allocation strategies tie in with retirement income strategies? MODERATOR Alison Cooke, Managing Editor, PLANADVISER PANELISTS
Brian Huckstep, Portfolio Manager, Ibbotson Associates |
| 11:15: - 12:15 | Building Your Own There is a new level of customization coming to asset allocation solutions—managed accounts built from the options that exist on your existing retirement plan menu. How does this approach stack up with more traditional asset allocation funds? Is this a better deal for participants? MODERATOR Charles Ruffel, CEO, PLANSPONSORPANELISTS Jerry Bramlett, President & CEO, BenefitStreet
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| 12:15 - 1:15 | Lunch
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| 1:30 - 2:30 | All or Nothing? Asset allocation solutions frequently are touted as a package solution, but what if one of the options is a dog? Will you be stuck with a “throwing out the baby with the bathwater” decision? MODERATOR Rebecca Moore, Senior Editor, PLANSPONSOR PANELISTS
Rodney A. Balbuena, Area Assistant Vice President, Gallagher Retirement Services
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| 2:30 - 3:30 | Moving Targets Building and maintaining workable benchmarks for your asset allocation solution. MODERATOR Erik Vander Kolk, SVP Sales, Group Publisher, PLANSPONSOR PANELISTS
Matt Smith, Managing Director Retirement Service—Americas, Russell Investment Group
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Agenda subject to change.