Fiduciary College 2011

"The Future of Retirement"

March 24-25, 2011
Stanford Law School

Fiduciary College provides specialized training for experienced fiduciaries.  Targeted to fund trustees and key staff, our program provides important insights pertaining to challenges fiduciaries can expect to face and strategies to fulfill their duties to beneficiaries.

At Fiduciary College, you will learn best practices for discharging your responsibilities prudently and effectively under the guidance of experts from academia, government, and seasoned practitioners from the institutional investor community.

TOPICS INCLUDE

• Keynote addresses by noted futurist Paul Saffo, Consulting Associate Professor at Stanford’s School of Engineering and Managing Director, Foresight, Discern Analytics and Diane Oakley, Executive Director, National Institute on Retirement Security

• Plan design; retirement age, replacement ratio, phased retirement, defined benefit/defined contribution/hybrid plans

• Roles and responsibilities of key players (employees, employers/plan sponsors, retirement sponsors) and fiduciary ramifications of plan design investment strategy and funding

• Investment strategy, what is a reasonable long-term (30 year) investment assumption?

• Fiduciary/legal concerns, lessons learned from recent scandals dealing with perceived abuses such as spiking