2010 Calendar

"Helping Retirement Plan Participants Reach Their Goals"

When:
Friday, April 16
8:30 am - noon

Cost: $150 members, $180 non-members

Where: MA Medical Society, Waltham, MA

NEEBC's Strategic Connection Series is designed for experienced benefits professionals seeking in-depth knowledge of benefits-related topics and issues. Participants will have the opportunity to learn from, and interact with, subject matter experts and peers.

Topics to be discussed include:

For the Passive Participant: Target Date Funds

  • Pending legislation: what you need to know
  • Off-the-shelf vs. custom
  • Differences in "glide paths"
  • Target Date Funds as QDIAs

For the Active Participant

  • Continuous education and advice
  • Case study: personalized advice and customized information

Guaranteed Retirement Income & Lifetime Annuity Payments

  • In-plan guarantees
  • Guarantees at retirement

Speakers:

  • Kent Fitzpatrick, Asset Strategy Consultants
  • Mark Forkey, SageView Advisory Group
  • Glenn Jensen, New England Retirement Consultants
  • Joe Mongelli, Covidien
  • Marcia Wagner, Wagner Law Group

Ways To Register:

  • Call:781-684-8700

  • Members Secure On-line Registration
    Names of Participants
    Company Name
  • Non-Members Secure On-line Registration
    Names of Participants
    Company Name
    •