401(k) Plans After the Fall: What Now?

Seminar
March 19, 2009
8:00 - 10:00 a.m.
Katten Muchin Rosenman LLP
19th Floor Conference Center
525 West Monroe Street
Chicago

With millions of Americans approaching retirement age, and 401(k) plans the dominant retirement vehicle, the worst financial market decline in decades has put defined contribution plans in difficult times. The average 401(k) balance declined about 25% in 2008. Almost everything went down, “safe” investments weren’t, and now employees wonder if they can afford to retire.

For plan sponsors, this is a time to reassess the design and features of their plans — and the assumptions underlying them. This briefing, by attorneys from Katten Muchin Rosenman LLP and the principals of the consulting firm Plan Sponsor Advisors, will discuss developments, ideas and legal issues in addressing investment volatility and participant confidence.

Topics to be covered include:
  • Why diversification didn’t work Risk and reward in fixed income products
  • Re-evaluating default investment funds New metrics to evaluate investment managers
  • Company stock as an investment option
  • Cashing out: inflation protection, annuities and insurance

To view this program, click here.