The enactment of the Pension Protection Act of 2006 was a landmark event for the financial services industry, corporate plan sponsors, and the government entities that regulate our retirement system.  The 2007 SIFMA Savings & Retirement Symposium offers participants a tremendous opportunity to gain new insights on these new policy changes.  In addition, senior executive level speakers from both industry and government will highlight best practices and strategies to ensure your firm is taking advantage of changes as the baby boomers close in on retirement. 

 

The symposium will include sessions to help your firm respond to the new law’s provisions on investment advice, automatic enrollment, new flexibility for IRA transfers and distributions, and a host of other issues.  Additionally, policy experts will discuss new proposals for hybrid retirement plans and automatic IRAs to address ongoing retirement savings concerns.  

 

The SIFMA Savings & Retirement Symposium will attract approximately 150 financial services professionals from a variety of fields including marketing and sales, strategic planning and product development, legal, and operations.  Sponsorships are available for our industry partners.

Plan now to attend this important retirement and savings event! 

 

For information about the program, please contact Liz Varley.