PEBA's 30th Annual Forum

Tuesday April 19, 2012
The Hilton Philadelphia City Avenue
 

Retirement Plans Track Presentations

Morning Session
10:00 to 11:15 am
 

The Case for Low Volatility Pension (LVP) Plan

Many companies have been moving away from defined benefit pension plans to reduce the company’s risk of large and volatile pension obligations.  A Low Volatility Pension (LVP) Plan gives employers a new defined benefit option with the benefits of low financial volatility for the sponsor and economic security for the participant.  Jeff Passmore from Buck Consultants will provide an overview of how a Low Volatility Pension Plan works and the investment strategy that sponsors can use to secure the benefits promise.  Jeff will also discuss some recent case studies for sponsors who have adopted the LVP.

Jeff Passmore
Buck Consultants

Afternoon Session
1:15 - 2:30pm
 

The ABC's of Creating an Educational Policy Statement

An Education Policy Statement (EPS) can be a fundamental part of a plan sponsor’s Fiduciary Toolkit.  Lincoln Financial Group will present the basics of an EPS structure and tips to create a document that will set key objectives and strategies for communication and education initiatives. We will be breaking out participants into groups at this hands on workshop.

Mary Kay Leydon
Lincoln Financial Group