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DC Retirement Plan, North America 2013

Published 3rd June 2013

The second annual online report where U.S. and Canadian Defined Contribution Pension Plan Managers, Finance Directors, Human Resource, Employee Benefit and Consulting professionals come together to discuss the evolving challenges of building and operating a DC pension plan and engaging members to make the right investment choices for their retirement goals.

SKU: 072-dcrpna-2013. Category: .

North American Pension Plan Managers are faced with a growing plethora of challenges to their operating of DC plan. Turbulent markets have changed individuals attitude towards risk appetite with many either saving to little or not saving at all. Over half of U.S. households currently are not saving enough to afford a ‘comfortable’ retirement putting a burden on employers who are deemed responsible in society to do the best by their members to ensure they are not left in poverty when they finish their working lives.

DC Retirement Plan, North America 2013 will bring together pension plan managers and others deemed responsible for plan members welfare to discuss the diverse array of issues faced by plan managers as they seek to evolve their plan strategy.

Key issues the report will address include:

  • Financial wellness – the role of the defined contribution plan as part of a wider benefits package
  • Moving towards investments which are focused on consistent returns, not necessarily high risk alternatives
  • Understanding retirement income solutions – what are the variable options?
  • How pension plan managers can develop advice for individuals who leave career employment but continue working
  • Developing a financial advice and member investment support model
  • Providing a competitive fee structure for members

Key issues the report will address include:

  • Investment managers
  • DC plan administrators
  • Pension consultants
  • Data providers
  • Legal providers

Moving towards investments which are focused on consistent returns, not necessarily high risk. This will be an ideal opportunity for solution providers and consultants in the claims management and technology sectors to showcase their expertise and address the concerns in the minds of their prospective clients.


Sponsor

bny-mellon-logo

Media Partners

mallowstreet

actuarial-post-logo

Canada-Cup-ad

opal-fg-ems-200x200

southern-states-logo

SECTION 1

FINANCIAL WELLNESS – THE ROLE OF THE DEFINED CONTRIBUTION PLAN AS PART OF A WIDER BENEFITS PACKAGE
1.1 WHITE PAPER: Former investigators viewpoint: how will the Department for Labor’s view the responsibilities of employers as 401(k) plans becoming the dominant savings vehicle for retirement
  • Confirmed: Lynne McAuley, Former Investigator, Department for Labor, Senior Fiduciary Compliance Consultant, Fiduciary Plan Governance
1.2 INTERVIEW: Qualifying the success of your Defined Contribution plan – setting a criteria to benchmark expected performance against
  • Confirmed: Catherine Collinson, President, The Transamerica Center for Retirement Studies

SECTION 2

DEVELOPING THE APPROPRIATE FUND LINE-UP
2.1 INTERVIEW: DC plans are moving towards investments which are focused on consistent returns, not necessarily high risk alternatives – which direction should they go?
Moderator:
  • Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis
Panellists:
  • Confirmed: Marco Diaz, Vice President of Employee Benefits, Americas, Thomson Reuters
2.2 Roundtable: Are target date and stable value the best options for the default fund or are non style box or “alternative” funds likely to serve members long term interests better?
Moderator:
  • Confirmed: Noel Hillmann, Managing Director & Head of Publishing, Clear Path Analysis
Panellists:
  • Confirmed: Patrick Baumann, Assistant Treasurer, Harris Corporation
  • Confirmed: Ron Virtue, Manager, Investments, JM Family Enterprises
  • Confirmed: Robert J. DeSmidt, Chief Financial Officer, Klinger Companies
  • Confirmed: Robert G. Capone, Executive Vice President, BNY Mellon Retirement
2.3 White paper: Putting concept into practice: using non traditional investment solutions in DC plans
  • Confirmed: Robert G. Capone, Executive Vice President, BNY Mellon Retirement

SECTION 3

ANNUITIES AND RETIREMENT INCOME SOLUTIONS
3.1 EXPERT DEBATE: Advising the individual who doesn’t exactly retire – how can pension plan managers develop advice for individuals who leave career employment but continue working
Moderator:
  • Confirmed: Noel Hillmann, Managing Director & Head of Publishing, Clear Path Analysis
Panellists:
  • Confirmed: Gay Lynn Bath, Deferred Compensation Manager, Oregon Savings Growth Plan
  • Confirmed: Roy J. Kaiser, Senior Financial Analyst/Planner, Marshfield Clinic Retirement Plans

SECTION 4

DEVELOPING A FINANCIAL ADVICE AND MEMBER INVESTMENT SUPPORT MODEL
4.1 INTERVIEW: Developing better financial advice: what strategies have proven effective for the delivery of member saving and investment guidance?
Interviewer:
  • Confirmed: Prof. George M. Klar, Publisher, AlternativChronicle and Founder and President, Alternative Solution
Interviewee:
  • Confirmed: Chris Cannova, Director of Personnel Services and Chair of 403(B) Committee, Archdiocese of Chicago

SECTION 5

PROVIDING A COMPETITIVE FEE STRUCTURE FOR MEMBERS
5.1 EXPERT DEBATE: what challenges do managers face in ensuring plan costs are limited and that the most competitive plan offering is made available for members?
Moderator:
  • Confirmed: Noel Hillmann, Head of Publishing, Clear Path Analysis
Panellists:
  • Confirmed: Jeff Belfiore, Director – Retirement Plans, URS Corporation
  • Confirmed: W. Colby Carter, Senior Attorney, Retirement-Compensation-Benefits, Tennessee Valley Authority

Colby Carter Profile PictureW. Colby Carter, Senior Attorney, Retirement-Compensation-Benefits, Tennessee Valley Authority


Christopher-Cannova-photoChristopher Cannova, Director of Personnel Services, Archdiocese of Chicago


Gay-Lynn-Bath-photoGay Lynn, Deferred Compensation Manager, Oregon Savings Growth Plan


George KlarGeorge M. Klar, Founder and President, Alternative Solution Inc


Lynne-McAuleyLynne McAule, Former Investigator, Department for Labor, Senior Fiduciary Compliance Consultant, Fiduciary Plan Governance


Marco-Diaz--photoMarco Diaz, Vice President of Employee Benefits, Americas, Thomson Reuters


Patrick-BaumannPatrick Baumann, Assistant Treasurer, Harris Corp


Rob CaponeRobert G. Capone, Executive Vice President, BNY Mellon Asset Management


Robert-J-DeSmidt-photoRobert J DeSmidt, Chief Financial Officer, Klinger Companies, Inc.


Ron-Virtue-photoRon Virtue, Manager, Investments, JM Family Enterprises


Kaiser_Roy photoRoy J. Kaiser, Senior Financial Analyst/Planner, Marshfield Clinic Retirement


Catherine Collinson photoCatherine Collinson, President, The Transamerica Center for Retirement Studies


Jeff BelfioreJeff Belfiore, Director – Retirement Plans, URS Corporation


All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

NoelNoel Hillmann
Managing Director
+44 (0) 207 822 1818


HassanHassan Machmouchi
Corporate Development Director
+44 (0) 207 822 1819

JennaJenna Gadhavi
Publisher and Corporate Development Director
+44 (0) 207 822 1872


JordanJordan Lee
Publisher and Corporate Development Director
+44 (0) 207 822 8567


By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional

Clear Path Analysis is always open to suggestions of suitable contributors for future topics. If you’re interested in the above opportunities please contact us:

Chido TagariraChido Tagarira
Senior Publisher
+44 (0) 207 822 8631


JessJessica McGhie
Senior Publishing and Strategy Manager
+44 (0) 207 822 1831

JennaJenna Gadhavi
Publisher and Corporate Development Director
+44 (0) 207 822 1872



Although we are open to a range of media partnerships, we believe that our most important objective has to be met for a partnership to be worthwhile: to add value to our report readers and sponsors.

Libby De FraineLibby Britcher
Marketing & Operations Manager
+44 (0) 207 822 8559


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