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Presentation Submission Management
Conference Year:2015
 Presenter Information
First Name:Matt
Last Name:Daley
Certification: 
Title: 
Organization: 
Address:225 Liberty Street
City:New York
State:NY
Zip:10281
Phone Number:6308497126
Alternate Phone: 
Fax: 
Email:mdaley@ofiglobal.com
Website: 
Biography:As a Senior Retirement Consultant for
OppenheimerFunds, Mike collaborates
with financial professionals
to help find innovative solutions to
retirement
plan challenges, and
helps advisors grow their business
to meet the investment needs of an
increasingly complex retirement
marketplace. He directly supports
financial advisors, relationship managers
and consultants by sharing
expert technical knowledge and
translating ideas into practical,
actionable strategies. What’s more,
because OppenheimerFunds does
not offer a 401(k) platform, he can
take an impartial, consultative
approach to best align provider
selection with customer needs.
Mike leads the firm’s DCIO efforts
for the Upper Midwest Region.
Mike supports his advisor clients in
many ways:
• Plan Design Optimization is a constant
concern for advisors and plan sponsors.
Through his 21 years of experience in
the retirement marketplace, Mike has
honed his knowledge of the variables,
design components and trade-offs that
advisors and plan sponsors need to
consider for plan success and participant
retirement readiness.
• Plan Efficiency Measurement is imperative for
plan sponsors in this era of plan fee disclosure.
Mike helps advisors review plan efficiency
by analyzing meaningful metrics, providing
competitive pricing analysis and offering
repricing suggestions as warranted. Using
tools offered by Fiduciary Benchmarks, Inc. or
analyzing Form 5500 reports, he helps advisors
identify areas for improvement.
• Coaching and Support are fundamental to
how Mike works with his advisor clients. He
has extensive knowledge of the nuances of
retirement plan administration, recordkeeping,
plan design and investment product utilization.
He’s available to help with client presentations
and has access to the firm’s extensive
marketing resources. Mike also leverages
his deep relationships inside and outside
OppenheimerFunds to support his clients.
• Investment Analysis and Comparison reports
help advisors present and maintain solid
investment lineups for their clients. Whether
using top-end analytical programs such as
fi360® or OppenheimerFunds’ proprietary
mapping program, Mike helps advisors create
customized reports for plan sponsors.
Prior to joining OppenheimerFunds in 2006,
Mike spent 14 years at Merrill Lynch, where he
held various managerial and sales positions.
He is a graduate of Fordham University and is
Series 7 and 63 licensed. He is also a Chartered
Retirement Plans SpecialistSM and an Accredited
Investment Fiduciary.® Mike lives in St. Charles, IL,
with his wife and two daughters.
Mike recognizes that building and maintaining
relationships is fundamental to success. He is
committed to providing consultative support to his
clients for all aspects of retirement plans.
Is at least 50% of your job duties a direct function of human resources?N
Have you had a HR, Leadership or Management related book published in the last 10 years? 
My company has been an exhibitor at the conference within the past three years.Y
My company has been an sponsor at the conference within the past three years.Y
My company has been an presenter at the conference within the past three years.Y
 ________________________________
 Correspondence
 PresentationInformationSeparator
Presentation Contact First Name:Mike
Presentation Contact Last Name:Daley
Presentation Contact Title:VP Senior Retirement Consultant
Presentation Contact Organization Name:Oppenheimer Funds
Presentation Contact Address:225 Liberty Street
Presentation Contact City:New York
Presentation Contact State:NY
Presentation Contact Zip Code:10281
Presentation Contact Phone:6308497126
Presentation Contact Email:mdaley@ofiglobal.com
 ________________________________
 Reference Information
Reference Conference Name:SHRM
Reference Presentation Date:2014-10-16
Reference First Name:Todd
Reference Last Name:Barden
Reference Organziation:UBS Financial Services Inc.
Reference Title:Senior Retirement Plan Consultant
Reference Phone:2627940862
Reference Email:todd.barden@ubs.com
 ________________________________
 Presentation Information
Presentation Title:Target Date Options – The New Fiduciary Paradigm
Presentation Format:60 Minute Early Bird Learning Session
Presentation Track:Strategic/Business
Methodology:N/A
Presentation Topic:Relationship Management
Ability Level:Intermediate 3-10 years Experience
HRCI Credits:NO
HRCI Number:N/A
 Program Overview & Learning Objectives
Program Overview:Target Date Retirement options continue to gain momentum inside the country’s 401k plans. Assets are expected to eclipse $1 Trillion over the next 10 years and more and more Americans invest their money in these investment options. The Department of Labor issued guidance for plan sponsors. What did the DOL say and what should Plan Sponsors do as a result? This session will provide plan sponsors and administrators with information that they will need in order to go out and effectively understand and monitor their current target date options. It will also provide backdrop for the growth of the “custom” target date portfolios that are being created and distributed in plans across the country.
Learning Objective 1:Define process to properly analyze target date funds
Learning Objective 2:Understand features and benefits of a trage date fund solution
Learning Objective 3:Review and understand DOL's paln sponsor guidance surrounding targe date / QDIA
 AV Equipment Information
Additional Equipment:Overhead Projector
Additional Equipment Special Request: 
 ________________________________
I understand that if I am selected to present I am responsible for providing my own laptop for my presentation.Y
Co-Presenter Last Name:N/A
 Acceptance of Terms
Yes I Accept Terms:Y
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