11/16/2005 - 16:30
11/16/2005 - 18:00
-8: US Pacific
Jon Chambers will be a featured speaker at the WPBC San Francisco Chapter Meeting: Employer Stock in 401(k)s [1].
Does your company 401(k) plan [2] have an employer stock fund? Are you thinking about adding an employer stock fund? Wondering how other sponsors have managed to take the employer stock fund out of the 401(k) plan? Want to learn more about recent employer stock lawsuits? Join us as we discuss the often controversial topic of employer stock in 401(k) plans [3]. The discussion will include:
- Why sponsors include employer stock funds in their (k) plans.
- Risks for employees and plan sponsors.
- Design considerations, including limits on employer stock holdings.
- Comparing employer stock to the plans other fund options.
- How to communicate the investment characteristics of employer stock to plan participants.
- Operational and fiduciary [4] considerations.
- Recent court cases and key lessons learned.
- Unwinding existing stock funds.
- Issues raised during spin-offs and acquisitions.