Retirement Income Solutions Summit | Pensions & Investments

I am registering for the Midwest Retirement Income Solutions Summit in Chicago on 10/9/2012

I am registering for the East Coast Retirement Income Solutions Summit in New York on 10/11/2012

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 Retirement Income Solutions Summit?

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

PRE-CONFERENCE QUESTIONNAIRE

1. *What plan changes for improvement are you considering this year?

Evaluating current investment menu options
Evaluating target-date fund providers
Increasing participation rates
Implementing plan changes
Evaluating retirement income solutions
Other , Please specify (maximum 25 characters):
Not applicable

2. *Which of the following comes closes to describing the extent to which participants in your 401(k) plan(s) have access to retirement income products?

In-plan income annuities or other lifetime income products is the default distribution option in our 401(k) plan
We offer in-plan income annuities as an accumulation option in our 401(k) plan
We offer in-plan income annuities or other lifetime income products as one or more of our 401(k) distribution options at retirement
We offer access to out-of-plan income annuities or other lifetime income products
We do not currently offer our participants income annuities or other lifetime income products through our 401(k) plan; however, we are considering offering them.
We do not currently offer our participants income annuities or other lifetime income products through our 401(k) plan; we have no plans to offer them in the future.
Other , Please specify (maximum 25 characters):
Not applicable

3. *What do you think is the single most important reason that plan sponsors do not offer income annuities and other lifetime income products within their 401(k) plans ? either as an accumulation or distribution option or both?

Plan sponsors do not want to take on the fiduciary risk of selecting an annuity provider
Plan sponsors believe providing such options is administratively too complex
Plan sponsors believe providing such options is too costly
Plan sponsors do not think that creating retirement income is an important objective of the 401(k) plan
Participants are not asking for these products
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

Register