Home > Membership > Events > SVIA's Annual National Forum  

October 15-17, 2002
The Ritz Carlton
1150 22nd Street, NW
Washington, DC

Presentations

"From the Belly of the Snake: How Are Plan Sponsors Handling the Demographic Wave of the Baby Boom Generation's Retirement in Their 401(k) Plans?"

• Mark Devine (MS PowerPoint, 1.33MB)
• Ralph Egizi (MS PowerPoint, 62KB)
• R. Charles Tschampion (MS PowerPoint, 513KB)

"Moving From Asset Accumulation to Retirement Income"

• Lori Lucas (MS PowerPoint, 179KB)

"Making Retirement Income the Ultimate Survivor: A Look at the Critical Issues for Investing in Retirement"

• Presentation (MS PowerPoint, 226KB)
• Article (MS Word, 25KB)

"Changes in Rating Criteria and Processes in Light of the Corporate Defaults"

• Robert Grossman (MS PowerPoint, 307KB)
• Chris Mahoney (MS PowerPoint, 510KB)

"How Does an Individual Investor See Stable Value? An Analyst's Perspective"

• John Rekenthaler (MS PowerPoint, 145KB)

"Stable Value Mutual Funds: An Update on a Well-Known Investment Option"

• Daryl Dennis (MS PowerPoint, 700KB)

"Determining Stable Value's Value: An Academic Exercise that Evaluates the Costs and Benefits of the Stable Value Investment Option"

• Peter Ricchiuti (MS PowerPoint, 8.03MB - note: very large file)

"Reaching the Peak in Retirement Assets"

• Merl Baker and Ron Bush (MS PowerPoint, 415KB)

"Self-Directed Brokerage Windows"

• Vernon Gollihugh (MS PowerPoint, 325MB)
• William Petrovic (MS PowerPoint, 276KB)
• Chris Tobe (MS PowerPoint, 101KB)

"Testing 404 (c): An Overview of the Significant Issues Raised in Recent 401(k) Litigation"

• Presentation (MS PowerPoint, 286KB)
• Article (MS Word, 69KB)

"How CitiStreet Produces One-Shop & One-Stop Advice to Plan Participants"

• Ray Martin (MS PowerPoint, 296KB)

"What Have We Learned From the SVIA Stable Value Funds Poll?"

• Mathew Greenwald (MS PowerPoint, 1.03MB)

"New Applications for Stable value in Tax Deferred Settings"

• Jay Shoemaker (MS PowerPoint, 6.22MB - note: very large file)
• William Montjoy (MS PowerPoint, 112KB)
• Greg Wilensky (MS PowerPoint, 245KB)

"How to Advise Plan Sponsors on Stable Value"

• Steve Brundage (MS PowerPoint, 391KB)