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Webinar:
Excess Revenue: 101
Wednesday, March 7, 2007
10 a.m. to 10:50
a.m. Central Time
Place:
Your Desktop
Presenter:
Matt Gnabasik
Managing Director,
Blue Prairie Group
Webinar highlights:
Understanding total plan costs.
Understanding revenue sharing and how to recognize it in your
plan.
Strategies to return excess revenue back to your plan.
Fiduciary Education: Best Practices for
401(k) Plan Committees
Thursday, February 15, 2007
7:30 a.m. to 9:30 a.m.
University Club of Chicago
76 East Monroe Street
Chicago, IL 60603
Fiduciary Education: Best
Practices for 401(k) Plan Committees, and “How to Understand and
Negotiate the Cost of Your Retirement Plan,” will be presented by
Matthew Gnabasik. This will include what a fiduciary is, what the
duties
include and some common pitfalls. Matt will cover the topic of
“excess revenue” and show sponsors how once they understand the
economics of the retirement
industry, they can better negotiate lower total plan costs for the
benefit of plan participants.
Webinar:
Excess Revenue:
101
Thursday, November 16, 2006
9 a.m. to 9:50
a.m. Central Time
Place:
Your Desktop
Presenter:
Matt Gnabasik
Managing Director,
Blue Prairie Group
Webinar highlights:
Understanding total plan costs.
Understanding revenue sharing and how to recognize it in your plan.
Strategies to return excess revenue back to your plan.
SHRP Full Day
Conference
October 11, 2006
DePaul University
8th Floor Conference Center
1 East Jackson
Chicago
"The 401(k) Success
Paradigm: Best Practices and the Pension Protection Act in a
Larger Context"
--
Matt Gnabasik, Managing Director, Blue
Prairie Group
Please
click here for more details.
CFDD's 2006 Advisor
Conference
CHALLENGE & OPPORTUNITY
IN THE RETIREMENT INDUSTRY:
Positioning For Change
October 3-5, 2006
(Tuesday-Thursday)
The Fairmont Chicago
Chicago, Illinois
CAPITALIZING ON THE TREND TO FREEZE/TERMINATE DB PLANS:
Issues & Opportunities
10:15 a.m. Wednesday,
October 4, 2006, Regent Room
--
Matt Gnabasik, Managing Director, Blue
Prairie Group
Please
click here for more details.
LUNCH AND LEARN:
FIDUCIARY RESPONSIBILITY AND PENSION PROTECTION ACT OF 2006
Who this is for: 401(k) sponsors and 401(k) plan committee
members
What it's about: Best Practices for Fiduciaries AND the Pension
Protection Act (details below)
When:
Monday, August 28, 11:30 to 1:30 p.m.
Where:
Sears Tower, 233 S. Wacker Drive
Schiff Hardin Conference Center, 66th floor
Chicago, IL 60606
Map
A complimentary lunch will be served.
Topics to be covered:
Who qualifies as a fiduciary
Basic fiduciary standards
How to understand and control plan expenses
AND
The New Pension Protection Act of 2006
What is the impact for DC Plan Sponsors
Speakers:
Matt Gnabasik
Managing Director
Blue Prairie Group
Ed Spacapan
Partner
Schiff Hardin, LLP
Attendees will receive a complimentary copy of Rocco
Dibruno's book
geared to our seminar topics:
"Best Practices for 401(k) Plan Investment Committees"
by Rocco DiBruno
LUNCH AND LEARN: FIDUCIARY EDUCATION
Who this is for: 401(k) sponsors and 401(k) plan committee
members
What it's about: Best Practices for Fiduciaries (details below)
When:
Tuesday, May 16, 11:30 to 1 p.m.
Where:
Marriott Suites Hotel
Two Parkway North
Deerfield, IL 60015
A complimentary lunch will be served.
Topics to be covered:
Who qualifies as a fiduciary
Basic fiduciary standards
How to set up and manage an effective investment committee
How to understand and control plan expenses
Speakers:
Matt Gnabasik
Managing Director
Blue Prairie Group
John Blaze
Regional Vice President
Thornburg Investment Management
Seminar:
Overseeing Institutional Assets:
Effective Processes, Good Results
Blue Prairie Group's Institutional
Investment Services Group and ShoreBank are pleased to
co-sponsor an educational event for the benefit of Executive
Directors and Board members of organizations with
responsibility for institutional assets.
With equity market returns forecast to be
below historical levels, private donations at record lows and an
ever-increasing focus on proper fiduciary oversight, there has
never been a greater need for a disciplined approach to the
stewardship of your organization's assets.
Please join us on April 19 for a morning of best practices
delivered by experienced professionals from the institutional
investment management industry.
Date: Wednesday, April 19, 2006
Time: from 8
a.m. to 1 p.m.
Venue: Lake Room, University Center
525 S. State
Street
Chicago, Illinois 60605
Price: Complimentary
Agenda:
Please
click here.
Area Map
Parking Information
If you have any questions about this event, please contact Sue Wang
at sue.wang@blueprairiegroup.com
or 312-376-8437.
Webinar:
Excess Revenue: What,
Where, Whose and How
Thursday,
April 6, 2006
10 a.m. to 10:40 a.m. Central Time
Place: Your Desktop
Presenter:
Matt Gnabasik
Managing Director,
Blue Prairie Group
Webinar highlights:
Understanding total plan costs.
Understanding revenue sharing and how to
recognize it in your plan.
Strategies to return excess revenue back to
your plan.
Webinar:
Excess Revenue: What,
Where, Whose and How
Wednesday,
March 22, 2006
10 a.m. to 10:40
a.m. Central Time
Place:
Your Desktop
Presenter:
Matt Gnabasik
Managing Director,
Blue Prairie Group
Webinar highlights:
Understanding total plan costs.
Understanding revenue sharing and how to recognize it in your plan.
Strategies to return excess revenue back to your plan.
Webinar:
Considering the Roth 401(k) or 403(b)?
Thursday, January 26, 2006
Join Blue Prairie and The Principal Financial Group for a Webcast
where we will discuss the issues that will help a plan sponsor if
they are considering adopting the new Roth feature. Some of the
questions we will address include:
 How do the Roth provisions differ
from a traditional 401k provisions?
Are the new Roth provisions a
good option for your retirement plan?
How will the after-tax Roth
contributions effect payroll processing?
How should the new Roth
feature be communicated to participants?
If you are interested and would like to learn more about the Roth
401(k) and 403(b), then please join us for a forty-five minute
presentation on January 26th at 10:00am.
Show Number: 283843
To pre-register,
click here
and put in "283843" as the show number.
To see the outline, please
click here.
"Retirement Plan Trends: Key Issues Facing Plan
Sponsors Today"
Wednesday, November 16 2005,
Metropolitan Chicago Healthcare Council (MCHC)
Conference Center, 222 S. Riverside Plaza, 19th floor, Chicago;
Blue Prairie Group, Winston & Strawn and MCHC are jointly
presenting a seminar "Retirement Plan Trends: Key Issues
Facing Plan Sponsors Today."
to Register
the agenda
Speakers' bios
"How to Grow Your Retirement Plans Business
Part III: Marketing Advisory Services Instead of Product"
October 4 & 5, 2005, Center For Due
Diligence, The Fairmont Chicago, 200 North Columbus Drive,
Chicago, Illinois.
Matt Gnabasik, Managing Director from Blue Prairie Group will
speak on the topic: "Developing A Referral Program &
Maximizing Center of Influence".
Click here for the Presentation
Plan Governance and Fiduciary Liability:
Managing and Reducing Fiduciary Liability
December 1, 2004, University Club of Chicago, Chicago, IL Seminar Topics:
Can you "outsource" your fiduciary liability? What is the right number of investment options? How do you build a relationship with your provider? How do you get negotiating power over fees?
SEMINAR OUTLINE
ASPA
February 22 - 24, 2004, Orlando, FL
Matthew Gnabasik participated in a panel discussion on
"Fees + Expenses: What is Reasonable? What is Legal?"
ASPA
12th Annual Defined Contribution/401(k) Conference (East Coast)
February 8 - 10, 2004, Orlando FL
Matthew Gnabasik spoke in Orlando at the 12th Annual Defined Contribution/401(k) Conference.
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