Pension Plans & 401(k) Plans: A 2012 Perspective

Broadcast Date: Friday, February 10, 2012 from 12:00 pm to 2:00 pm (ET)
corporate law
Sarah A. Holden, PhD
Sarah Lowe
Bertha Minnihan
Elena Barone Chism
Caren B. Bianco


About Investment Company Institute

ICI is the national association of U.S. investment companies, including mutual funds, closed end funds, exchange-traded funds (“ETFs”), and unit investment trusts (“UITs”). Members of ICI manage total assets of more than $12.47 trillion and serve more than 90 million investors.


About Kilpatrick Townsend & Stockton LLP

Kilpatrick Townsend is a full service firm with nearly 650 attorneys in 18 offices throughout the U.S. and abroad. Their Employee Benefits & Executive Compensation attorneys work on behalf of clients throughout the U.S. and internationally in all areas of employee benefits, executive compensation and ERISA litigation, representing a cross-section of businesses ranging from Fortune 100 public companies to family-owned businesses and start-up companies. The diverse and innovative client base they support provides cutting-edge work that keeps them at the forefront of critical developments in the field. The team’s primary service areas include, Business Transactions, ERISA Litigation, Executive Compensation, Fiduciary Counseling, Health & Welfare Plans, Pension Fund Management and Retirement Income Plans.


Moss Adams LLP is the 11th largest accounting and consulting firm in the United States. Founded in 1913 and headquartered in Seattle, Moss Adams has 21 locations. Nationwide, Moss Adams provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. Our staff of over 1,700 includes approximately 230 partners. We’re also a founding member of Praxity, AISBL, a global alliance of independent accounting firms in the major markets of North America, South America, Europe, and Asia.

Moss Adams has a specialty benefit plan services practice with dedicated professionals that audit over 800 plans annually. Our plans range in size from 100 to 60,000 participants with $100,000 to over $1 billion in assets. We’re members of the American Institute of Certified Public Accountants’ Benefit Plan Audit Quality Center, which communicates regulatory developments, best-practices guidance, and technical updates.


About PricewaterhouseCoopers LLP

As a leading provider of HR consulting services, PwC’s Human Resource Services’ global network of 6,000 HR practitioners in over 150 countries, brings together a broad range of professionals working in the human resource arena — retirement, health & welfare, total compensation, HR strategy and operations, regulatory compliance, workforce planning, talent management and global mobility — affording our clients a tremendous breadth and depth of expertise, both locally and globally to effectively address the issues they face.

PwC is differentiated from its competitors by its ability to combine top-tier HR consulting expertise with the tax, accounting and financial analytics expertise that have become critical aspects of HR programs.

PwC’s Human Resource Services practice can assist clients in improving their performance across all aspects of the HR and human capital spectrum through technical excellence, thought leadership and innovation around five core critical HR issues: reward effectiveness and efficiency; risk management, regulatory and compliance; HR and workforce effectiveness; transaction effectiveness; and global mobility.