PEBA's 28th Annual Forum

Tuesday April 20, 2010
The Philadelphia Marriott
12th & Market Streets

Retirement Presentation Titles

Morning Session
9:40 to 10:55 am
Salon I

Annuities in 401(k) Plans - Reaction, Risks and Benefits

What were the lessons DC plan structural considerations  learned from 2008 and the interest rate environment in 2009?  Target year funds did not meet expectations and sponsors and regulators are looking at the ways to  provide volatility proof annuity income.  The consensus is that current annuity products have credit and rate considerations that make them less attractive as a long term commitment for plan sponsors to include in their plan.

In this session we will review alternative product structures , including their potential fit within target year structures, identify selection criteria for sponsors who want to consider annuities for their 401(k)plan and discuss some risk survey characteristics that allow you to assess whether your population has the demographic structure to benefit from annuity features..

Michael Wright
Buck Consultants

Frank Farmer
Day & Zimmerman

Afternoon Session
1:15 - 2:30pm
Salon I

Never Too Young or Too Old: Helping Employees of All Ages to Plan for Retirement

Join us for a thought provoking, philosophical and practical discussion with Trisha Brambley, President of RESOURCES for Retirement and DOL appointed member of the ERISA Advisory Council, discuss tangible steps you can put into action immediately to help your employees better prepare for retirement.  Using provocative information, entertaining anecdotes and interesting facts from financial behavioral science, she will unravel some of the more complex issues regarding  steps for retirement readiness for various age groups. Innovative and practical approaches to help get employees on track for retirement will be discussed.

Trisha Brambley
Resources for Retirement

Linda Robertson
Financial Finesse

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