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CS - Retirement Plan Basics
Friday, March 9 - Saturday, March 10, 2012
The Westin Gaslamp Quarter, San Diego, CA
Why Should You Attend?
- Track the trends as well as the strategies employers are implementing today and planning for tomorrow.
- Understand how regulatory changes impact your plan.
- Develop solutions to the challenges you face.
- Apply your knowledge through exercises and case studies.
- Valuable written materials, references and resources serve on an ongoing basis.
- Network with others who are dealing with similar issues.
- Earn a certificate of achievement . . . and stand out from the crowd
Session Topics
- Overview of Social Security
- Retirement plan philosophy
- Defined contribution plans
- Defined benefit plans
- Hybrid plans
- Legal/regulatory environment
- Distribution options
- Benefit design and financing issues
- Case study
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Featured Books
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DMI1PEN~ E-LearningTopic Like '%Pension%' AND =0
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DMI1PEN~ BooksTopic Like '%Pension%' AND =0
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