Confero Fall 2013: Issue 4 | Page 4

Contents Fall Issue 2013 • Issue no. 4 6 ONE PAGE MAGAZINE 8 DEFINED BENEFIT A brief overview of some recent events and notable discussions within the industry. Liability-Driven Investing — A thoughtful overview on liability-driven investing and its application. 18 RES IPSA LOQUITOR 14 10 Don’t Wait Until It’s Too Late! — Why it’s important to have an IPS Statement. IN EVERY ISSUE: 18 DEFINED CONTRIBUTION 22 ON TOPIC Common Plan Fiduciary Mistakes and Best Practices — Some common plan fiduciary mistakes and tips on how to adopt best practices. Owe Your Tomorrow— Some thoughts to consider before borrowing from your 401k to pay for college. 2 | FALL 2013 2 PUBLISHERS LETTER 3 CONTRIBUTORS 4 UPCOMING EVENTS