Improving 401(k) Plan Design to Achieve Participants' Retirement Income Goals While Taking on Less Risk
Is your 401(k) designed
to meet your participant’s retirement income goals? How can you evaluate whether your plan is
likely to succeed?
How can we improve
savings rates? How can we think about
the investment options in the default plan as well as the core line up? What advice is being given either directly or
indirectly via design? Is the investment
structure likely to meet participant’s need for retirement income? How do we
help participants weather the storms of market turbulence and impending
inflation?
If these are
questions your organization is concerned about, you will not want to miss this
important breakfast meeting.
In
this presentation, you will learn more about the following:
Measurements for determining financial health
Is a plan sponsor’s plan objective different than
a participant’s objective for plan health?
How to fix some plan “illnesses”
Meeting Details:
Date: February 1, 2012 (Wednesday)
Time:
8:00 – 8:30 am – Registration & Breakfast
8:30 – 9:30 am – Program
Location: Holiday Inn - Orange County Airport, 2726 South Grand Avenue, Santa Ana, CA 92705
Cost:
$20 for ISCEBS Chapter Members (Los Angeles, Orange County and San Diego chapters)
$30 for Guests and Nonmembers (Nonmembers are welcome)
