2010 Annual Planning Meeting


May 26/27, 2010

Putnam Investments - Boston, MA

May 26 (Wednesday)

1:30 PM      General session – Opening, welcome, goals and objectives

                    Retirement Savings Challenge:

                    A call for reform

                    Putnam Investments – David C. Tyrie

                    Head of DC Product and Marketing, Global Marketing and Product

                    Disclosing Your Competitive Advantage

                    MFS Investment Management – Ryan Mullen

                    Senior Managing Director

                    Columbia Management – Mark Dence

                    Managing Director, Investment-Only Division

3:30 PM      Refreshment Break

3:45 PM      Professional retirement plan advisor

                    Value proposition, research and promotion

                    Breakout discussions

                    General Session:Summary and evaluation

5:30 PM      Adjourn

7:00 PM      Networking dinner at Stella Restaurant

May 27 (Thursday)

8:00 AM      Continental breakfast buffet

8:30 AM      General session – Review and Annual Report discussion

                    “Advisor’s Edge” - Prospecting tools and techniques

                    Franklin Templeton – Yaqub Ahmed

                    Head of Investment-Only Division

                    Advisor Readiness – Preparing for the elements that will

                    change the way advisors do business

                    John Hancock Funds – Gene Huxhold

                    Senior Managing Director

                    Instructions for breakout sessions

10:30 AM    Refreshment Break

10:45 AM    Breakout discussions

12:00 PM    Buffet luncheon

1:00 PM      General session - review

                    Target Date Funds Legislative Update

                    J.P. Morgan Asset Management – Glenn A. Dial

                    Vice President National Sales Manager Investment Only-Defined Contribution

                    General session – Off the drawing board and into reality

3:30 PM      Adjourn