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The AFP Annual Conference

2007 Highlights

Conference Archives

Original.

Essential.

Unbiased.

INFORMATION.

AFP Annual Conference
Thank you for your interest in attending the AFP Annual Conference. This will be a tremendous opportunity for you to stay current on issues driving the industry and to exchange different corporate perspectives on solving some of the challenges.

Register Online
Printable Registration Form

Corporate Treasurers Council Members Enjoy a Special Rate!
CTC Members: Register Online

Be sure to register for pre-conference workshops and seminars!
Save time and money! Join us in Boston this October for a unique set of workshops offered only once this year at the AFP Annual Conference. Find out more.

Please note - the AFP Annual Conference will take place at the Boston Convention & Exhibition Center.

SESSIONS BY DAY/TIME

SESSIONS BY TRACK

SESSIONS BY SPEAKER

A - Z

CONTENT MATRIX

Full PDF [ 11" x 17" ]
Print PDF [ 8.5" x 11" ]
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Pension and Benefits
Investment Policy Statements for Defined Contribution Plans

Tuesday, 2:00 p.m. - 3:15 p.m.
Room: 203

This session will cover the components of an Investment Policy Statement needed to ensure the Plan continually meets regulatory and governance standards in light of changing regulations.

Speakers

Linda Ruiz-Zaiko
President & Founder
Bridgebay Financial, Inc.
Marlow B. Kee, CPA
Director of Investments
PATH

Objectives

Fiduciary responsibilities, definition of a fiduciary per SEC, ERISA, DOL
How to manage a watchlist on the plan and options
ERISA Sections 404(c) and other relevant sections
Recent regulatory and reporting disclosures that should be addressed in an IPS

Pre-Requisites

Intended for 401(k), 403(b), 457 Plans, Profit Sharing Plans
Knowledge of fiduciary and ERISA responsibilities

Educational Session Selection Process:
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