401(k) Investment Lineup Summit | Pensions & Investments

I am registering for the West Coast 401(k) Investment Lineup Summit in San Francisco on 4/16/2013

I am registering for the Southwest 401(k) Investment Lineup Summit in Dallas on 4/18/2013

I am registering for the Midwest 401(k) Investment Lineup Summit in Chicago on 4/23/2013

I am registering for the East Coast 401(k) Investment Lineup Summit in New York on 4/25/2013

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. *Is your organization considering changing plan providers, investment managers or advisors in the near future? (Please select your top priority)

Yes, we are considering replacing our plan recordkeeper
Yes, we are considering adding or replacing a plan advisor
Yes, we are considering replacing investment managers
Yes, we are considering adding additional investment funds and/or adding investment managers
No we have no plans to add a 401(k) plan or change a plan vendors at this time
N/A, we don't offer a 401(k) plan

2. *Are you planning to add any of the following investment options to your plan in 2013? (Please select your top priority)

Plan to add international and/or global equity
Plan to add international and/or global fixed income
Plan to add emerging markets equity
Plan to add emerging markets debt
Plan to add offer custom target date fund and/or off the shelf target date fund
N/A

3. *Please describe your intentions for your 401(k) plan?s QDIA.

Our plan does not have a QDIA
Our plan has a single-manager/off-the-shelf QDIA and we expect it to continue to be our QDIA
Our plan has a single-manager/off-the-shelf QDIA and we expect to move to custom model in the near future
Our plan has a custom QDIA we expect it to continue to be our QDIA
N/A, we don't offer a 401(k) plan

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