401(k) Investment Lineup Summit | Pensions & Investments

I am registering for the West Coast 401(k) Investment Lineup Summit in San Francisco on 4/17/2012

I am registering for the Southwest 401(k) Investment Lineup Summit in Dallas on 4/19/2012

I am registering for the Midwest 401(k) Investment Lineup Summit in Chicago on 4/24/2012

I am registering for the East Coast 401(k) Investment Lineup Summit in New York on 4/26/2012

I am a plan sponsor, endowment, foundation, or pension fund consultant

*First Name:
*Last Name:
*Title:
*Company:
*Address:
*City:
*US St./Canadian Prov.:
*Zip:
*E-mail:
*Phone:	--
Phone Ext.:
Fax:	--
*Badge Name:

*Check ONE of the following that best describes your company or firm:

Plan Sponsor
Non-Financial Corporation
Union
Government (National, State, Local)

Other Tax-Exempt Fund Sponsor
Non-Profit Institution, Charitable Organization, Association
Foundation
International Organization, I.M.F., World Bank, Development Bank
Educational Institution
Endowment
Law Firm

Consultant
Pension Fund Consultant

*Check ONE of the following that best describes your role:

Plan Sponsor (Investment Manager)
Treasury staff
Human resources executive
Employee benefits manager
Consultant
Financial advisor

*Check the value of tax-exempt funds sponsored by your company or organization:

Under $2 million
$2 - $4.9 million
$5 - $9.9 million
$10 - $14.9 million
$15 - $24.9 million
$25 - $49.9 million
$50 - $99.9 million
$100 - $249.9 million
$250 - $499.9 million
$500 - $999.9 million
$1 - $2.99 billion
$3 - $9.99 billion
$10 - $24.99 billion
$25 billion +
Not applicable

How did you learn about the 401(k) Investment Lineup Summit?

Advertisement in P&I
E-mail
Advertisement on P&I website
Direct mail
Personal phone call
From a colleague
Other

PRE-CONFERENCE QUESTIONNAIRE

1. *During the periodic reviews of your DC plan's core investment lineup, which asset class do you spend the most time discussing and reviewing? Please do not consider target-date discussions in your response.

Domestic equity
International equity
Fixed income
Equal amounts of time spent on the three asset classes listed above
Not applicable

2. *What is the most important issue facing your plan?

Fiduciary liability
Legislative and/or regulatory changes
Plan design
Fee transparency
Participant education
Adequacy of retirement income
Other , Please specify (maximum 25 characters):
Not Applicable

3. *How would you describe your current thinking regarding the use of alternative asset classes in your plan's menu?

I have added one or more single asset class funds (commodities, TIPS, real estate, etc) to my core menu
I have incorporated one or some of these asset classes in our custom default option
I'm interested but I?m unsure about the right way to provide this exposure to participants
I'm not considering adding these alternatives exposure currently
Other , Please specify (maximum 25 characters):
Not Applicable

All registration requests are subject to verification.
Pensions & Investments reserves the right to refuse any registrations not meeting our qualifications.

Note: It is each registrant's responsibility to determine whether their attendance at the Conference complies with all applicable laws or policies. Registrants have the option to pay a fee to cover the estimated costs of food, beverages, handouts, and other benefits to be provided at the Conference. Please contact Elayne Glick of Pensions & Investments at pi-registration@crain.com or 212-210-0247 for details or with any questions.

Individuals affiliated with an asset management or investment management firm are not eligible to attend.

For further information contact:
Elayne Glick
pi-registration@crain.com
212-210-0247

Registration