Mercer

Events

Defined Contribution Course - Ireland

Various dates and locations



 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 - 4.30pm

(Lunch included)

   

26 October 2010

25 January 2011

22 March 2011

24 May 2011

20 September 2011

22 November 2011

 



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  
02.00pm

Investment
 

  • Objective of Trustees and members
  • Asset classes overview
  • Industry best practice
  • Monitoring investment arrangements (fund types, managers, performance)
  • Case study 
03.30pm   Coffee  
03.45pm 

Finance & Options
 

  • Investment Options
  • Annuity purchase
  • Investment strategy
  • Projection of benefits  
04.30pm  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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Defined Contribution Course - Ireland


€475 per participant : 15% discount for each additional participant from the same organisation on the same day
Please note that parking is complimentary in the Conrad for attendees of this course : 









Event details

Defined Contribution Course - Ireland

€475 per participant:15% discount for each additional participant from the same organisation on the same day
Please note that parking is complimentary in the Conrad for attendees of this course:

 

For more information

Audrey MacDonald

+353 1 603 9823

E-mail



Trustee Compliance Checklist

  

 2010_Trustee Compliance List

  

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