Session Information
ASAE & The Center Annual Finance & Business Operations Symposium
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Apples-to-Apples: The Importance of Benchmarking Your Organization''s Retirement Plan
Track: May 6, 2010
Program Code: 140
Date: Thursday, May 6, 2010
Time: 3:45 PM to 5:00 PM EST
Location: Monet III/IV
SPEAKER(S):
Lars C. Golumbic, attorney, Groom Law Group
Kenneth Lowe, investment consultant, Olcott Consulting Group
Robert Olcott, CAE, CIMA, managing director, Olcott Consulting Group
Description
A lack of transparency in the retirement plan industry has made it difficult for associations to evaluate the current retirement plans provided to employees. However, in the wake of new regulations aimed at improving transparency, retirement plan benchmarking data is becoming more accessible.  Learn how associations are utilizing this powerful information to evaluate their plan’s design, analyze fees, and measure participant’s success.  In this session we will examine case studies and attendees will have the opportunity to participate in their own benchmark exercise through the use of interactive polling.


Audio Synchronized to PowerPoint
(Code: 140)
Attendee: Free