603 - Strategic Plan Design for DC Plans

Panelists cover the plan design of a Defined Contribution program that meets both employee and employer retirement needs and can also be used as a tool for employer recruiting and retention. They also discuss the design of combination DB/DC plans as well as important plan features such as auto enrollment and escalation, portfolio design, participant education, benefit portability and other plan design features.

Speakers:

Mr. Robert J. Reiskytl

Aon

Ms. Lisa M. Canafax

Mercer

Ms. Tonya B. Manning

Buck

Ruth E. Schau

Pacific Life Insurance Co.

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50