CAPPP™ - Employee Pension - Part II

Current Brochure    CAPPP Employee Pension - Part II
Saturday, February 23 - Sunday, February 24, 2008
Hyatt Regency Savannah
Savannah, GA

DAY ONE

Plan Design

  • Identifying member groups, their expectations and employer needs
  • Trends in defined benefit and defined contribution plans
  • Structure of alternative plan designs
  • Funding options
  • Legislative landscape

Investments

  • Setting goals and objectives: developing an investment policy
  • Asset allocation strategies
  • Asset classes
  • Selecting and monitoring investment performance
  • Components of an investment report

DAY TWO

Administrative Strategies

  • Identifying and satisfying customer expectations
  • Staff competencies and training
  • Reporting procedures and data dissemination
  • Integrating advanced technology
  • Fiduciary and financial audits
  • Developing a communication and education strategy

Emerging Issues

  • Overview of workforce demographics
  • Strategic choice
  • Hybrid designs
  • Hot topics

Registration Information

  Member Non Member
Through 1/12/2008 $850.00 $980.00
After 1/12/2008 $1,000.00 $1,130.00

Part II courses can be taken before Part I courses.

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