AFP Conference Planner

Assessing the True Cost of Employee Retirement Plans
The goal of this session is to look at the due diligence process one defined contribution plan undertook and the financial and fiduciary savings they now enjoy. This 'how to' session will look at an actual case study as presented by the plan sponsor and their consultant.

Greg Kelm CTP, Director, Global Finance Initiatives, Mineral Technologies, Inc.

Brent Glading, CEO, Glading Group, LLC

Defined Contribution Trends and Best Practices
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.

Lori Lucas, Def. Contrib. Practice Leader, Callan Associates

Stacy L. Schaus CFP, Senior Vice President, PIMCO

Target-Date and Asset Allocation Fund Solutions for DC Plans
DC plan sponsors can offer asset allocation solutions to their plan participants by adding target-date, target-risk and asset allocation funds. The glidepaths, underlying funds, customized or packaged solutions vary and are increasingly confusing to evaluate. Customized target-date strategies allow plan sponsors to tailor the offering precisely to the participant base and to reduce costs. Offering a custom-built option requires the plan sponsor to address a range of investment, operational and technical issues.

Linda Ruiz-Zaiko, President & Founder, Bridgebay Financial, Inc.

Change in Control and Executive Benefits: Is Your Corporate Treasury Group Prepared?
Companies that sponsor severance plans, nonqualified plans and employment agreements are often in for a surprise when a Change in Control lands on their door step. This session will discuss many of the unique financing and legal issues that corporate treasurers face, including funding triggers, discretionary trusts, illiquid assets, tax reporting and the new IRS Code 409A. With a record number of mergers, acquisitions, and buyouts in today's marketplace, this topic is important to companies on both sides of a deal. Once the Change in Control is in motion, the company has little ability to manage the process, so it is imperative to address these issues now.

Martin D. Eng CPA, Chief Financial Officer, Western Technology Investment
Peter D. Quinn. Senior Vice President, Wachovia Executive Benefits Group

ERISA Fiduciary Issues: Avoiding Traps and Pitfalls
Treasury professionals who oversee pension plans, either directly or as part of a committee, are considered fiduciaries under ERISA, and are bound to strict rules and serious penalties for noncompliance. This session will examine the current fiduciary landscape and ways to fulfill constantly changing ERISA standards. It will highlight rules and practices for both defined benefit and defined contribution plans, with a focus on defined benefit plans.

Thomas O'Conner, Assistant Treasurer, Aerospace Corporation

R. Bradford Huss, Director, Trucker Huss