PENJERDEL Employee Benefits & Compensation Association (PEBA)

Defined Contribution Plans: Fee Disclosure and Investment Structure

Thursday, January 26, 2012
Registration & Continental Breakfast: 8:30 am - 9:00 am
Program: 9:00 am - 11:30 am

Location
Ballard Spahr
1735 Market Street, 42nd Floor
Philadelphia, PA 19103

Speakers
Josh Bobrin, Associate, Ballard Spahr
Jon Pliner, Investment Consultant, Towers Watson
Gerry Burke, Principal, Institutional Retirement Plan Services, Vanguard

The U.S. Department of Labor's fee disclosure regulations become effective in spring 2012. Are you ready? Join us to find out what fee information plan fiduciaries will be receiving from vendors, what plan sponsors need to communicate to plan participants by May 31, 2012 and how to best comply with the regulations going forward. We will review the key points of the service provider and participant fee disclosure regulations, the investment and fee structure for defined contribution investment options, how vendors are planning on helping plan sponsors to comply with the new regulations and best practices for fiduciaries and plan investment committees.

Josh D. Bobrin is an associate in the Business and Finance Department and a member of the Employee Benefits and Executive Compensation Group.

Mr. Bobrin counsels private, public, and nonprofit employers on all facets of executive compensation and employee benefits, including equity and incentive compensation, employment and retention arrangements, ERISA compliance, and the design and drafting of qualified retirement, pension, profit-sharing, and health and welfare plans. He provides benefits and executive compensation advice on transactional matters, such as mergers, acquisitions, joint ventures, or spinoffs. Mr. Bobrin also represents clients in attracting and retaining executives, and assists them with the similarly complex and highly strategic issues that come into play with those representations.

Mr. Bobrin assists companies and board compensation committees in the design and amendment of plans and programs and employment and retention arrangements for senior executive management, as well as best practices in the design and administration of cash incentive, nonqualified deferred compensation, severance, and equity programs. He also advises boards of directors, compensation committees, and administrators with fiduciary best practices, compliance procedures, general governance issues, and securities disclosure relating to executive compensation and beneficial ownership, including proxy statements. Before joining Ballard Spahr, Mr. Bobrin was a senior associate with PricewaterhouseCoopers in Philadelphia, where he worked extensively on employee benefits and executive compensation matters.

Jon Pliner is an investment consultant in Towers Watson Investment Services?New York Office. He has 8 years of experience consulting to large defined benefit and defined contribution plans, nuclear decommissioning trusts, and other institutional investors. Prior to joining Towers Watson Investment Services, Jon spent was an actuarial analyst in Towers Watson’s (formerly Watson Wyatt’s) benefits practice. He has a bachelor’s degree in economics with a minor in mathematics from the University of Pennsylvania.

Gerry Burke is a Principal in The Vanguard Group’s Institutional Retirement Plan Services Department. In that capacity, Mr. Burke manages a team of relationship managers and relationship executives, overseeing approximate 50 client relationships and $28B in assets. Mr. Burke has been with Vanguard for 12 years serving in a variety of leadership roles including Department Head in Vanguard's Institutional Asset Management group and Senior Product Manager for Vanguard's Institutional advice initiatives. Prior to joining Vanguard in 2000, Mr. Burke spent 10 years as a benefits and strategy consultant for Coopers & Lybrand and PriceWaterhouseCoopers. He earned his B.S. in mathematics at Worcester State College and his M.B.A. from the Wharton School of the University of Pennsylvania.

Fees:
$60 PEBA, ABC and NAAAHR Members
$95 Non-members
$30 Members in transition

Payment must be received prior to admission. To receive HRCI credits, please add $5 to your registration fee. Those wishing to use a gift certificate MUST call 215-735-9435 or email peba@peba.org to register.

Continuing Education Credits:
This program has been approved for 2.5 HRCI General Credits.

?i>The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit.?/i>

Cancellation Policy:
Cancellations must be received 3 business days before the program to receive a refund. If unable to attend the session, a substitution is permitted. To arrange for a substitution, please call PEBA at 215-735-9435. No-show's will be billed.