P&I Conference Calendar

Liability Driven Investing Conference

Tuesday, September 17, 2013 - September 19, 2013

Liability driven investing makes sense for defined benefit plans, whether the sponsor intends to keep the plan open or is aiming for termination. For an open plan, LDI is a way to ensure that funded status volatility is minimized and the need for contributions limited. For a company that has decided to terminate, LDI provides a glidepath to full funding that will allow a closed or frozen plan to wrap up.



Whatever the plan sponsor’s reasoning, LDI is a complex strategy to implement and maintain in ever-changing financial and economic environments. Not all companies will take the same approach to the task, mainly because no plan is exactly the same as any other. Workforce demographics, the size of the plan relative
to the business and the nature of the company all play a part. A dynamic approach to pension plan
management and support from company managers are necessary components for success, as LDI is a strategy that requires commitment and oversight.



This series of events will provide the information plan sponsors need to implement, monitor and dynamically manage a LDI strategy in today’s volatile markets.

P&I West Coast Defined Contribution Conference

Sunday, October 27, 2013 - October 29, 2013

Custom Target-Date Strategies Summit

Tuesday, November 19, 2013 - November 21, 2013

P&I’s 2013 Custom Target-Date Strategies Summit will combine plan sponsor (client) case studies with a panel format to address the most important and the most debated issues around target-date funds today. We will concentrate on the nuances of crafting and implementing strategies so that they meet the needs of any workforce and plan sponsors can walk away with a framework for implementation. Topics covered will include:

• Implementing custom target-date strategies: Plan sponsors will share insights into how their custom target-date strategies are structured, how they were implemented and their plans for the future.


• Navigating through legal, fiduciary and operational issues, including implementation, auto-enrollment and auto-escalation


• Communicating the benefits of custom target-date strategies: How best to impart information to plan participants so that they understand the benefits of custom target-date as a QDIA


• The latest thinking on glide-path construction, asset allocation and how financial market performance has impacted custom target-date funds


• Managing alternatives, tail hedging and other state-of-the-art asset and risk management approaches


• Incorporating guaranteed income products


• Open vs. closed: A discussion regarding open architecture TDF performance vs. closed architecture TDF


• To vs. through: A debate focusing on why to vs. through is often too simplistic rather than if To plans are 'better' than Thru plans or vice versa