|MINNEAPOLIS, August 9, 2004 — American Express Retirement Services’ national Client Forum will be held August 11 - 13 at the Minneapolis Radisson Plaza Hotel, and will feature more than 15 speakers and breakout sessions. Themed “Breaking Through,” the three-day event offers American Express’ corporate retirement plan and financial education clients the opportunity to attend insightful sessions and events, network with peers and obtain a hands-on experience with the services that American Express provides to them and their employees.
Featured speakers and topics include:
• Helen Darling, president, National Business Group on Health, speaking on the growing impact of rising healthcare costs, what employers can do, and what future changes in health care may mean for employees and employers.
• Charlie Ruffel, founder and CEO, Plan Sponsor Magazine, speaking on the evolving benefits and workplace trends employers are facing.
• Stacey Dion, senior professional staff member for pension and tax related issues for the U.S. House Committee on Education and the Workforce, where she acts as counsel and advisor to Chairman John Boehner (R-OH) on all aspects relating to qualified retirement plans. Dion will speak on the current legislative landscape related to retirement and pension benefits.
• An American Express investment panel of speakers, featuring: Ted Truscott, chief investment officer; Michelle Keeley, head of fixed income; and Dan Laufenberg, chief U.S. economist.
• Don Phillips, managing director, Morningstar Associates LLC, addressing how to meet the challenges of communicating financial concepts to employees and what plan sponsors and providers can do to improve the investor experience and increase their confidence.
• Drew McCorkle, senior vice president, Aon Consulting, Inc., discussing fiduciary roles and responsibilities and best practices for plan sponsors.
“We’re excited to bring the session speakers and topics of this year’s Client Forum to our retirement plan and financial education clients,” said Ward Armstrong, president of American Express Retirement Services. “With so many important issues facing our clients and American Express today, the Client Forum provides an excellent opportunity to interact in person and gather greater insight and momentum moving into the future.”
The “Breaking Through” theme addresses the myriad challenges of the last few years faced by many in the benefits profession, whether dealing with a stalled economy, cost containment, employee disengagement and retention, corporate retrenchment or a number of other and equally concerning matters.
Employees have faced increasing challenges, in addition, as they have been forced to weigh more savings decisions than ever before—retirement, healthcare, education and more—all of which affect their financial lives, their security and their confidence.
To “break through” those challenges, American Express has designed the 2004 Client Forum to encourage clients to join them in making strides forward with new ideas, broader thinking and bigger achievements. The Forum aspires to empower benefits professionals to play a key role in their organization by elevating the value of their company’s benefits packages, changing the lives of their employees, and renewing the passion and commitment in their careers.
Client Forum has been a tradition for clients of American Express Retirement Services for the past 10 years. The event consistently enjoys strong attendance with more than 100 client companies expected, representing such varied industries as technology, healthcare, retail and manufacturing.
American Express Retirement Services, a service group of American Express Financial Advisors Inc., provides corporations, unions and municipalities, and their nearly 1 million workers nationwide with a complete package of financial education, recordkeeping, investments and trustee services for their qualified retirement plans. For more information on American Express Retirement Services, visit www.americanexpress.com/sponsors.
American Express Financial Advisors Inc. popularized early saving and investing programs for Americans more than 100 years ago, helping give rise to financial planning, mutual funds and retirement plans in the past century. Today, American Express continues its commitment to individuals and corporations with its Financial Education and Planning Services unit of American Express Retirement Services, which delivers workplace financial education programs to more than 2 million workers nationwide.
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First use 8/9/2004
Registered investments and financial planning services are offered through American Express Financial Advisors Inc., Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. Retirement plan and trust-related services are offered through American Express Trust Company.