Join us for a half-day conference to discuss pressing issues facing plan
sponsors and service providers today. Don’t miss this opportunity to interface
with experts in the retirement industry who will discuss the latest trends and
Speakers will include George Bostick, benefits counsel at the U.S. Department
of Treasury, who will provide an update on the department’s ongoing work in this
Panel 1 – Have a Small Account Issue? The Answer is Portability!
Led By: Dawn Anderson, Plan Sponsor Business Consultant, Retirement
Mercedes Ikard, Manager, Retirement Benefits, Snyder’s-Lance, Inc.
Taylor French, Partner, McGuireWoods LLP
Special Presentation − How Much Risk is Too Much Risk in Retirement?
Led By: Massi De Santis, Senior Researcher & Vice President, Dimensional
Panel 2 – Risks Related to Structuring Investment Options within
Defined Contribution Plans
Led By: Jeff Capwell, Partner, McGuireWoods LLP
Sean King, Principal, SageView Advisory Group
Bill Emmett, Senior Investment Consultant, Towers Watson
Massi De Santis, Senior Researcher & VP, Dimensional
Lunch Roundtable Discussion
Led By: George Bostick, Benefits Tax Counsel, U.S. Department of
PSCA ERISA Fiduciary Training Program, Module 1
Led By: Joan Neri, Counsel, Drinker Biddle & Reath LLP
Who Should Attend
Human resources (manager and/or director level), retirement plan sponsors and
administrators, investment advisors, third-party administrators, actuaries,
employee benefits managers, ERISA attorneys and accountants, government policy
makers with related responsibility
Government officials interested in attending are urged to consult their
government ethics office or advisor to determine whether their attendance is
appropriate under any applicable government ethics laws, rules or policies.
In compliance with the International Foundation for Employee Benefit Plans,
these sessions qualify for CE credit. CE credits for other organizations may be