MONTHLY LUNCHEON

Current Issues for Retirement Plans, Plan Sponsor Views and Expected Actions in 2014
Thursday, March 20, 2014
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

Current Issues for Retirement Plans, Plan Sponsor Views

and Expected Actions in 2014

Presented by Thomas A. Swain, FS, EA, FCA, MAAA

The 2013 Wells Fargo retirement plan sponsor survey and its resulting analyses, Current Issues for Retirement Plans:  Plan Sponsor Views and Expected Actions in 2014, are jointly developed and sponsored by Wells Fargo and Bryan, Pendleton, Swats & McAllister, LLC (BPS&M). This is the seventeenth employee benefits survey analysis prepared by BPS&M.  The survey analysis includes information on defined contribution, defined benefit, and nonqualified plans. Boston Research Group facilitated the online survey during the fall of 2013.