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Defined Contribution Course - Ireland

Various dates and locations

Last updated: 22 November 2011

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Comments

"Overall, I thought that the course was excellent and very informative for my new role - well done"

"Good course - superb presenters"

Who should attend?

This course is suitable for trustees of defined contribution plans where the members’ benefits are solely dependent on the contributions paid, investment achieved and economic conditions at retirement.

Venue

Conrad Hotel

Earlsfort Terrace,

Dublin 2
+353 1 602 8900

View map & directions

Course dates

8.45am - 4.00pm

(Lunch included)

28 February 2012	24 April 2012
26 June 2012	23 October 2012

Timetable

8.45am	Coffee/Welcome
9.00am	Introduction
9.15am	Legal Issues Trust Concept Types of Trustee Duties & responsibilities Liabilities/Indemnities
10.30am	Coffee
10.45am	Legal workshop/video
11.30am	Administration Record keeping Examples of good practice Disclosure requirement
12.30pm	Lunch
01.30pm	Investment Objective of Trustees and members Asset classes overview Industry best practice Monitoring investment arrangements (fund types, managers, performance) Case study
03.00pm	Coffee
03.15pm	Finance & Options Investment Options Annuity purchase Investment strategy Projection of benefits
04.00pm	Wrap-up

Terms & conditions

Cancellations

Cancellations should be sent in writing to the course administrator.
Cancellations received less than 48 hours prior to the course will be subject to a cancellation fee
You may substitute a colleague for yourself up to 48 hours before the start of a course

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