Product Details

Author: Jason S. Fuiman, James M. Heinzman, Kweku Obed, John E. Slatery Published: 1/27/2017 Copyright: 2016 Product Number: 17VB3

Learn effective strategies regarding defined contribution plans through this three-part video presentation package, recorded at the 62nd Annual Employee Benefits Conference. Each session is 1 hour 15 minutes long.

Access is provided via "My E-Learning" on the Foundation's website for 180 days from the date of purchase.

Investing Considerations in Defined Contribution Plans
Kweku Obed, CAIA, CFA, Marquette Associates, Inc.
This is a level I session, recommended for new trustees.

  • The use and effectiveness of target-date funds
  • Understanding the downside of target-date funds and other approaches
  • How many options are enough?
  • Should fees be a primary focus?
  • Frequency of reviewing investment options
  • Impact and considerations when changing or eliminating options.

Defined Contribution Fund Trends and Challenges
James M. Heinzman, CFE, CPA, Schultheis & Panettieri, LLP
This is a level I session, recommended for new trustees.

  • Trends in the defined contribution marketplace
  • Trends in plan design and structure for multiemployer plans
  • Requirements for loans and early withdrawals
  • Fee structures and reporting requirements
  • Fiduciary best practices
  • Considerations in reducing fiduciary risk.

Participants and Trustee Education in DC Plans
Jason S. Fuiman, O'Dwyer & Bernstien, LLP
John E. Slatery, CEBS, International Brotherhood of Teamsters
This is a level I session, recommended for new trustees.

  • Loan defaults
  • Hardship withdrawals, tax ramifications and documentation requirements
  • Out-of-work provisions
  • Using lump sums wisely
  • Distribution options
  • Best practices.

Pricing

  • Member-US: US$150.00
  • Non-Member-US: US$225.00
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E-Learning / Webcasts

For questions, please contact us by​:
Phone: (800)449-2327, option 3
Email: elearning@ifebp.org