Making Defined Contribution Plans More Effective
May Luncheon Program
Understanding Your Needs and Concerns
Date: May 14, 2009
Time: 11:15 -- 11:30 Registration
11:30 -- 12:15 Lunch
12:15 -- 1:15 Program
5641 Indian River Road
Virginia Beach, VA
This program has been approved for 1 (General ) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Please be sure to note the program ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org
Key Objects of this program:
1. Build awareness of the Pension Protection Act of 2006 and it’s implications for Plan Sponsors
2. Share research insights on recent developments in the Defined Contribution industry
3. Allow Plan Sponsors and Fiduciaries, to benchmark themselves against their Peer-groups, to help identify areas for improvement in the operation of their Defined Contribution plans.
Shaun Bromley, QKA, AIFA™Vice PresidentDefined Contribution ConsultantAllianceBernstein Defined Contribution Investments Mr. Bromley joined AllianceBernstein, in January 2006, as Vice President, Senior Retirement Consultant for the Mid-Atlantic region. In his role, he is responsible for providing consulting advice to Financial Advisors and Plan Sponsors, sharing knowledge and research on effective retirement plan design and management. He has worked in the Financial Services / Retirement Plan industry for 17 years. He received his Bachelor's degree in Accounting and Financial Management from Catholic University in 1992 and his Master's degree in Business Administration from Rider University in 1997. He is an active member of the American Society of Pension Professionals and Actuaries (ASPPA). He earned the designation, Qualified 401(k) Administrator (QKA) from ASPPA in 2002. He also maintains the designation, Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies, in association with the University of Pittsburgh, Joseph M. Katz Graduate School of Business.
Chapter Members Attention! New Registration Policy beginning the April 9, 2009 Chapter Meeting/Program!
To enjoy the early meeting registration fee, all members should register before 5:00 p.m. on the Friday prior to our monthly meeting. After the Friday deadline, registration will remain open until 5:00 p.m. the Monday before the chapter meeting, but at an increased cost. All late registrations will cost $30.00. You are welcome to attend the meeting as a "walk in," but seating is only as a standby, therefore you are not guaranteed a seat and will have to wait until seat availability is assessed. The registration fee for standby seating is also $30.00 and is cash only.
Should you find that you need to cancel your registration, please contact the Chapter Treasurer by e-mail no later than 5:00 p.m. on the Monday preceding the meeting. If you cancel after 5:00 p.m. on the Monday preceding the meeting, your registration fee will not be refunded, or, if you have not yet paid, you will be billed.
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