The Profit Sharing/401(k) Council of America (PSCA)
and The 401kWire.com
Beyond Y2K -- Retirement Technology Solutions
8:00 a.m. - 8:30 a.m. Registration and coffee
8:30 a.m. - 9:15 a.m. The Private Retirement System, A Technology Phenomenon
A strategic overview of the retirement system, how technology is driving its development, how technology can save time and money and make retirement programs more effective.
9:15 a.m. - 10:30 a.m. Successfully Managing The Databases
Answering the questions: Where will the databases be located? Who will own them? How they will be integrated? Will they be part of Employer Resource Planning (ERP)?
10:30 a.m. - 10:45 a.m. Networking break
10:45 a.m. - 11:45 a.m. Making It All Work: Transaction Processing
Cutting edge technology uses to facilitate self managed accounts, mutual funds, collective funds, order execution, inter and intra fund exchanges, enrollments, loans withdrawals and distributions.
11:45 a.m. - 1:15 p.m. Luncheon
Speaker Topic: A Technology Future
1:15 p.m. - 2:00 p.m. The Government Role
Learn the government's current approach as part of an interactive discussion where attendees will be asked to help PSCA identify the optimum government role in encouraging and enhancing retirement technology solutions.
2:00 p.m. - 3:00 p.m. Tying It All Together With Technology
Connecting plans, participants and providers--from statements to WEB to voice, output technologies, printing on demand, 404c prospectuses, summary annual reports (SAR) and individualization.
3:00 p.m. - 3:15 p.m. Networking break
3:15 p.m. - 4:00 p.m. The Internet As Solution
Managing the retirement plan function, free PCs, WEB-TV, investment selection and monitoring, enhancing advisor sold and supported programs, advice and maybe even form 5500 filing.
4:00 p.m. - 4:45 p.m. E-Commerce and the Retirement System
Opportunities and challenges for plan sponsors and providers as the Web creates new ways of buying and selling, new distribution channels and radically reshaped approaches to marketing. Where is the Amazon or Priceline of the retirement plan marketplace? How are they going to effect your business or your plan?
4:45 p.m. Adjournment
The Profit Sharing/401(k) Council of America (PSCA) is a national association of plan sponsors and providers that for over 50 years has identified and shared best practices with its members, represented their interests in Washington, and provided analysis and reportage on the latest regulatory changes. PSCA members range in size from a six-employee auto parts manufacturer to firms with hundreds of thousands of employees. PSCA was responsible for the passage of Section 401(k) in 1978.
Beyond Y2K: Retirement Technology Solutions
November 9, 1999 8:30 a.m. 4:30 p.m.
Hotel Sofitel Chicago O'Hare
5550 N. River Rd.
Rosemont, IL 60018
Sponsored by: PSCA and 401(k) Wire
Badge name _________________________________________________
City, State, Zip _________________________________________________
® Please photocopy this form for additional registrants.
® Make checks payable to PSCA (sorry we don't accept credit cards).
® PSCA will confirm registrants by fax upon receipt of the tuition fee. The fee includes continental breakfast and lunch.
® If you need overnight accommodations, please call the Hotel Sofitel Chicago O¹Hare at 847-678-4488. Make your reservation before Friday, October 8, 1999 to receive the special rate of $159 per night for a single and $169 per night for a double. The hotel's address is 5550 N. River Road in Rosemont, Illinois and is located a convenient 10 minute taxicab ride from O'Hare Field.
Please mail this registration form and check to:
Rachel E. Yap
Profit Sharing/401(k) Council of America
10 S. Riverside Plaza, Suite 1610
Chicago, IL 60606-3802
Questions? Call 312-441-8550
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