Track: Pension and Benefits

Defined Contribution Trends and Best Practices

Wednesday, October 22, 2008
9:00 a.m. - 10:00 a.m.
Room: 503

The defined contribution landscape is ever changing. There are not only increased investment and plan design opportunities, but also increased risks including fee and stock drop lawsuits. This session evaluates the opportunities and challenges surrounding decisions.

Speakers:

• Lori Lucas
  Defined Contribution Practice Leader
  Callan Associates

• Stacy L. Schaus, CFP
  Defined Contribution Practice Leader
  PIMCO

Objectives

• Understand the most cutting edge thinking in 401(k) plan design and delivery
• Understand fiduciary risks and ways to minimize them
• Sort through the investment products available to 401(k) plans, including defaults and target date funds

Pre-Requisites

• Basic understanding of Defined Contribution plans

Take-Aways

• Current regulatory environment
• Current litigation environment

CPA Field of Study: FIN