Retirement Plans & Benefits

Key Considerations with Alternative Investments for Pension Plans

When considering whether to add alternative investments to the overall investment strategy of a company’s pension assets, practitioners must weigh the advantages against the potential risks. Within a case study framework this session explores the legal and tax implications of using alternative investments as part of an investment strategy for pension assets, including common terms in agreements, best practices for institutional investors, side letter provisions to negotiate with investment funds, and strategies to minimize risk exposure to unrelated business income tax (UBTI).

Speaker(s)

Kendall Frederick, CTP, FP&A, Director, Enterprise Risk Management, Hanesbrands Inc.

Todd Solomon, Partner, McDermott Will & Emery LLP

Brian Tiemann, Partner, McDermott Will & Emery LLP

CTP/CCM Credits: N/A
FP&A Credits: N/A
CPE Credits: N/A
CPE Field of Study: TBD

Proven Partnering Practices for Best-in-class Retirement Programs

The challenge of managing costs, reducing risk and ensuring compliance, within a complex regulatory and legislative environment while still achieving high participant satisfaction is a great one. This case study explores the dynamics of treasury, finance and human resources partnering techniques utilized by PATH, an international nonprofit organization and leader in global health innovation. Attendees of this session walk away with best practices that generate a 98% participation rate and high asset retention, including financial wellness programs, while building a framework for measuring the success of the 401(k) plan and strategies to effectively communicate with participants.

Speaker(s)

Mary Ellen Mullen, Principal, Bridgebay Consulting LLC

Andre Mueller, Accounting Manager Global Expenses, PATH

CTP/CCM Credits: N/A
FP&A Credits: N/A
CPE Credits: N/A
CPE Field of Study: TBD