Breakfast Forum: Target Date Fund Guidance

  • Thursday, March 20, 2014
  • 7:30 AM - 9:30 AM
  • Hotel Irvine, 17900 Jamboree Road, Irvine (Formerly the Hyatt Regency)


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Target Date Funds
Considerations for Plan Fiduciaries

Thursday, March 20, 2014 

7:30-9:30 a.m.  

*Same building, new name! Doors open at 7:30 a.m. for check-in, breakfast and networking. The presentation will begin at 8 a.m. 

Reservation deadline Friday, March 14,2014.   

Over the last several years, the business of target date fund selection has rocketed from merely picking the funds of the plan provider to pouring over a dizzying array of company, plan and investment analytics.  Somewhere in between, there’s an appropriate balance in finding the right approach for your plan.  Our speaker will discuss how plan fiduciaries should approach target date fund selection and ongoing monitoring.  The discussion will include such topics as the evolving regulatory landscape, active versus passive, fees, buy or build, and selecting the best index for performance measurement.

This program will be of particular interest to:

ü       Plan Sponsors of qualified retirement plans who want to keep up with the latest DOL requirements affecting those plans

ü       Plan Fiduciaries who want to gain a better understanding of their responsibilities.

ü       Service Providers to qualified retirement plans and 403(b) plans

ü       Financial advisors who want to enhance their ability to provide quality services to their clients.

ü       CPAs who audit qualified plans and/or advise clients regarding their qualified plans

ü       All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.          

About our Speakers:

Michael J. Malone, CPC, AIFA is the founder and managing director of MJM401k, an independent consultancy serving retirement plan sponsors and committees.  Prior to forming MJM401k, Mr. Malone served as a director and retirement plan consultant with both a regional and a national consulting and advisory firm.  He is a Certified Pension Consultant (CPC) with ASPPA and an Accredited Investment Fiduciary AnalystTM (AIFA).  Mr. Malone was the 2011 recipient of the 401(k) Advisor Leadership Award, a national award sponsored by Morningstar, Inc. and ASPPA.  He is a Past-President and a past board member of the Western Pension & Benefits Conference, and was honored with a Lifetime Achievement Award by that organization in 2008.  He is also a member of various other employee benefits professional groups.  In addition, he is a past member of ASPPA’s Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement.  For over 25 years, Mr. Malone has been a frequent author and lecturer throughout the 

U.S. at industry conferences on the various plan design and plan investment aspects of pension and retirement plan arrangements, and has provided expert testimony to the ERISA Advisory Council at the Department of Labor.

Bud Green, CIMA®, AIF

Bud Green, MJM401k’s Chief Investment Officer and a principal consultant, is a Certified Investment Management Analyst (CIMA®) and an Accredited Investment Fiduciary™ (AIF) with over twenty years of experience in financial analysis, portfolio management, and retirement plan consulting.

Mr. Green holds a degree in Economics from the University of California at Davis, and is a frequent lecturer whose insights into retirement plans have appeared in numerous national journals and publications.  He also received the prestigious Eddy Award from Pension & Investments Magazine for his work on participant communications.  He has been with MJM401k since February, 2008.

Continuing Education:

  • ASPPA - 1 CE Credit 
  • CEBS – 1 CPE Credit 
  • CFP – 1.5 Hours
  • CPA - (CA) 1.5 Hours
  • ERPA - 1 Hour
  • MCLE -  ( California   ) 1.5 Hours
  • NIPA – 1 CE Credit
  • General Credit - 1.5 Hours

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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