2007 Annual Meeting  

SAVING FOR A BRIGHTER FUTURE: An Oasis of Possibilities
September 15 -19, 2007
Indian Wells, CA

• Conference Agenda
• Presentations
• Continuing Education

PRESENTATIONS

Saturday

• Retirement as a Time to Reinvent, Rewire and Renew: Educating Public Employees about Total Retirement Planning

Sunday

• NAGDCA: An Environment for Learning

Monday

• Pension Protection Act of 2006
• The Washington Report: Retirement Security and Individual Responsibility
• ANC Foundation – Presentations on Retirement Research

Tuesday

• IRS Audits of Defined Contribution Plans
• Automatic Enrollment: How Does It Fit With Your Plan?
• The Evolution of Investment Vehicle Types – Emerging Investment Choices and Evaluating Them For Your Fund Line-Up
• Meeting the Retiree Healthcare Challenge
• Revenue Sharing Expenses: What’s Appropriate?

Wednesday

• Current Trends in RFPs and Using a Consultant on Your Plan
• Fiduciary Responsibility and Legal Issues
• Managed Accounts, Lifestyle and Lifecycle Funds – Trends, Responsibilities, Communication and More
• Understanding the Demographics of Your Workforce
• IRS Update – Activities and Regulations/General: Activities and Regulations

CONTINUING EDUCATION

InFRE
Up to 17.75 hours for government delegates and 15.75 hours for industry delegates of continuing education credit have been pre-approved by InFRE for participation in NAGDCA conference educational sessions. A 1-page InFRE Certification Tracking form that covers all eligible sessions is in conference registration packets so that participation in conference sessions can be easily documented. Questions about this process should be directed to the on-site InFRE Booth located in the Indian Wells Ballroom Foyer.

CFA Conference
NAGDCA is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 8.5 PD credit hours, inclusive of 3.5 Standards, Ethics, and Regulatory (SER) credit hours, as granted by CFA Institute. If you are a CFA Institute member, PD credit for your attendance at this event will be automatically recorded in your PD Diary.

Pre-Conference Workshops
NAGDCA is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 2 PD credit hours as granted by CFA Institute. If you are a CFA Institute member, PD credit for your attendance at this event will be automatically recorded in your PD Diary. The 2007 NAGDCA Annual Conference has also applied for eligibility from the CFP Board of Standards, the CFA Institute, and NASBA CPE to offer Continuing Education (CE) credits.

CFP
The 2007 NAGDCA Annual Conference has also applied for eligibility from the CFP Board of Standards.

CPE
NAGDCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.

Please be aware, if you are seeking continuing education credits, you must sign-in and sign-out of each session. Sign-up up sheets will be available outside of each session.

STUDENT PROGRAM PHOTOS