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Retirement & Benefits Management Seminar

42nd Annual Retirement & Benefits Management Seminar
Register now, the early bird price is $365
APRIL 25 and 26, 2013
Marriott South Park Charlotte, NC
Sponsored by the University of South Carolina’s Darla Moore School of Business with participation by the U.S. Department of Labor and the Internal Revenue Service
42nd Annual Retirement & Benefits Management Seminar
University Co-Contributors
  • BlackRock, Inc.
  • BNY Mellon Asset Management
  • CAPTRUST Financial Advisors
  • Elliott Davis
  • Fidelity Investments Institutional
    Services Company, Inc.
  • Goldman Sachs Asset Management,
    Retirement Services Group
  • JP Morgan Asset Management Services
  • Legg Mason & Co., Inc.
  • McCready and Keene, Inc.,
    a OneAmerica® Company
  • PLANSPONSOR Magazine
  • The Hartford Mutual Funds
  • The SPARK Institute, Inc.
  • Thornburg Investment Management
  • Transamerica Retirement Solutions
  • Wells Fargo Institutional Retirement and Trust
42nd Annual Retirement & Benefits Management Seminar Providing Thought-Leadership and Industry Best Practices for Qualified Plan Sponsors,
Plan Advisors, Record Keepers, Attorneys and Auditors.
Hot Issues for Retirement Plan Sponsors & Service Providers
  • Economic Trends & Forecasts
  • Political Trends
  • IRS & DOL Update: What Has Changed Since Last Year & Why You Need to Know
  • Case Law Update
  • Distribution Planning: Retirement Income Planning
42nd Annual Retirement & Benefits Management Seminar
  • How to Benchmark Your Plan Services and Fees
  • Understanding Responsibilities Among Fiduciary Roles and Best Practices
  • Health Care Reform
  • IRS & DOL Audit Initiatives: Tools You Can Use to Prepare Should the Government Come Knocking
  • Distribution Planning Part II: What Everyone Should Know About Planning for Social Security
  • DB Plans: Funding Issues and Opportunities for Winding Down or Terminating Your DB Plan
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Seminar Agenda

Phone: 1-800-393-2362 | www.learnmoore.com