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Who should attend Nuts And Bolts Of Fiduciary Liability For 401(k) Plans
This one-day seminar is designed for accountants, controllers, human resource managers, presidents, vice presidents, benefits administrators, payroll professionals, CFOs, enrolled agents, business and office managers, financial planners, banking executives, insurance professionals and attorneys.
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Nuts And Bolts Of Fiduciary Liability For 401(k) Plans  

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This one-day seminar is designed for accountants, controllers, human resource managers, presidents, vice presidents, benefits administrators, payroll professionals, CFOs, enrolled agents, business and office managers, financial planners, banking executives, insurance professionals and attorneys.

Cost:   

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Seminar Summary:

This day-long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans. (see full course description)

 
 

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Training Course Syllabus:


This day-long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans.

Seminar highlights:

  • 401(k) trends
  • Fiduciary responsibility workshop
  • Fiduciary responsibility checklist
  • What do the scandals mean for you?
  • Investment approaches that fit your demographics
  • 401(k) investments
  • State of the market
  • Improving participant understanding and appreciation
  • What your lawyer would say to you
  • Ask the professionals

8:30 a.m. - 9:20 a.m.

I. 401(k) Trends

A. Sponsor Trends

B. Participant Trends

C. Legislative Trends

9:20 a.m. - 10:10 a.m.

II. Fiduciary Responsibility Workshop

A. Responsibility/Liability Issues Emerging From Enron

B. Why The Plan Sponsor Needs To Be Concerned

C. Proposed Regulations

10:10 a.m. - 10:20 a.m.

Break

10:20 a.m. - 10:50 a.m.

III. Getting Your Plan Up To Speed

A. Fiduciary Responsibility Checklist

10:50 a.m. - 11:40 a.m.

IV. The Spitzer Effect - What The Scandals Mean For You

A. So Many Providers, So Much...Confusion!

B. Fees – Comparing Apples To Apples

C. Am I Safe Choosing The Lowest Cost Funds?

D. What Services Do I Need?

E. Am I Getting What I Paid For?

11:40 a.m. - 12:40 p.m.

Lunch (Included)

12:40 p.m. - 1:10 p.m.

V. Investment Approaches That Fit Your Demographics

A. Traditional Style Box Format

B. Life Cycle And Strategy Allocation Funds

C. Default Funds – Issues/Liabilities

D. Trends – The Investor Continuum

1:10 p.m. - 2:00 p.m.

VI. 401(k) Investments

A. What If Any Fiduciary Obligation Does Your Provider Assume?

B. Ways To Mitigate Fiduciary Responsibility

1. Investment Policy And Review

2. Evaluating Investment Performance And Suitability

3. Fiduciary Liability Insurance

4. Full Trustee, Directed Trustee Or Self Trustee Arrangement

C. Investment Categories – Which Are Right For Us?

D. Fund Selection

E. Fund Monitoring

2:00 p.m. - 2:30 p.m.

VII. Market Update

2:30 p.m. - 2:40 p.m.

Break

2:40 p.m. - 3:10 p.m.

VIII. Improving Understanding And Appreciation

A. Getting The Message Across – Tools For Improving Participation, Diversification And Asset Allocation

B. Recent Trends

1. Asset Allocation And Rebalancing

2. NQDC Plans

C. Case Studies

3:10 p.m. - 4:00 p.m.

IX. What Would Your Lawyer Say?

A. When Are You Acting As A Fiduciary?

B. What Hat Do You Have On Today?

C. Do You Know What You Have To Do As A Fiduciary?

D. Whose Interests Are You Looking Out For?

E. Are You An Expert In The Area?

F. Can You Just Let Participants Handle It?

G. Can You Keep A Secret?

H. 'Prohibited'–What Does That Really Mean?

I. Are You Your Brother's Keeper?

J. What If You Just Pick The Fiduciary?

K. What's Different If You Invest In Company Stock?

L. How Do You Spell 'Personal Liability'? Oh Really?!

M. How Can You Protect Yourself?

4:00 p.m. - 4:30 p.m.

X. Ask the Professionals – Panel Discussion/Questions And Answers Session

Seminar Summary:

This day-long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans. (see full course description)

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