The New 401(k) Playbook: An Insider's Perspective For Safeguarding Plan Sponsors By Designing A Successful Plan

Original Air Date:
Tuesday, January 19th, 2010
9:00 am – 10:00 am PST
(12:00 pm – 1:00 pm EST)

Presented by:
Philip Steele
Founder and CEO
Pension Architects

Moderated by:
William L. MacDonald
Chairman, President & CEO
Retirement Capital Group, Inc.

While the wounds from the recent economic downturn begin to heal, the 401(k)industry remains under Washington's microscope for significant change. Though specific legislation has yet to be finalized, it's clear that plan fiduciaries will be held to a higher standard of accountability for the retirement programs that they sponsor. Learn about the current trends taking shape and what implications these will have on your specific responsibilities in operating a plan going forward.

Specifically, this discussion will cover:
> How the 401(k) environment is changing and what this means for fiduciaries
> What are the critical mistakes that plan fiduciaries make and how can these be avoided
> What defines a successful retirement program and what metrics should you be considering for benchmarking performance

Philip Steele, founder and CEO of Pension Architects, is an Accredited Investment Fiduciary with over 30 years experience in the qualified retirement market. Mr. Steele is widely considered a pioneer in the development of custom plan design and using financial planning skills and techniques in corporate retirement programs. Mr. Steele is a frequent and nationally known speaker within the retirement industry and was recently chosen by Plan Sponsor Magazine as one of five finalists for 2008 Plan Advisor of the Year.

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