Pension and Benefits
For a copy of any of the sessions listed please contact Chris Banas, Educational Programs Administrator at 301.961.8816.
10:30 a.m. - 12:00 p.m.
24: ERISA Fiduciary Issues and Investment Developments
- Treasury professionals act as fiduciaries under ERISA in
managing investments for their organizations' retirement
plans. ERISA rules on fiduciary conduct are strict and there
is a potential for liability. This session will cover current
retirement plan investment trends, fiduciary standards and ways to
best fulfill these standards, with a focus on defined benefit plan
- Stuart I. Odell, Director, Retirement
Investments, Intel Corporation
- R. Bradford Huss, Esq., Partner,
1:30 p.m. - 3:00 p.m.
42: Defined Contribution: A Brave New World?
- The recent market crisis has called into question the design
and perhaps even the viability of defined contribution plans.
This session examines the latest trends and best practices in DC
plan management, including retirement income adequacy, managing
plan risk, investment fund due diligence, mutual funds versus
collective trusts, the current state of securities lending, and
benchmarking target date funds.
- Lori Lucas, CFP, Defined Contribution
Practice Leader, Callan Associates
- Stacy L. Schaus, CFP, Defined Contribution
Practice Leader, PIMCO
4:00 p.m. - 5:00 p.m.
60: The Health Care Dilemma: Individual Responsibility, Social
Good or Entitlement?
- This session will discuss the growing problem of escalating
health care costs, turbulent economic conditions and a changing
global landscape. Learn what the future may hold for the U.S.
health care system under the new president and Congress, and what
the implications may be for individuals, businesses, and the
national landscape. Gain valuable information to use in your future
- Dennis Triplett, President of Healthcare
Services, UMB Financial Corporation
10:30 a.m. - 12:00 p.m.
77: Pension Plan Financial Management - Today and in the
- It's a challenging time for pension plan sponsors. Pension
assets have declined significantly in the past year resulting in
increased cash contribution and expense requirements. New rules for
funding and accounting have important implications on cash
requirements, balance sheet adjustments as well as benefit
distributions and participant notifications. Come learn how to
avoid financial surprises and make sure your program is aligned to
your business objectives.
- Christine Tozzi, FSA, EA, Retirement
Leader, San Francisco, Watson Wyatt
8:00 a.m. - 9:00 a.m.
117: Target-Date Funds: The Search for Transparency
- Target-date funds were touted as the plan sponsor's perfect
401(k) solution. During this financial meltdown, many target-date
funds have proven to be seriously flawed. Discuss methods to gain
greater transparency on target-date funds and other investment
options. Regulations define plan fiduciaries as investment experts.
A comprehensive investment due diligence process is essential to
protecting plan sponsors from being held personally liable for
employee investment underperformance.
- Marlow Key, Director of Finance,
- Linda Ruiz-Zaiko, President and Founder,
Bridgebay Financial, Inc.