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Half Day Retirement Conference

  • Wednesday, November 09, 2016
  • 1:00 PM - 5:00 PM
  • Standard Insurance Center Basement Auditorium

Registration


Registration is closed

HALF-DAY RETIREMENT CONFERENCE

SCHEDULE:

12:00 to 1:00 Lunch

1:00 to 2:00 Participant Research Survey Report (Lynn Avitabile, JP Morgan)

2:00 to 2:15 Break

2:15 to 3:15 How do you measure success in a DC Plan? (Toni Brown, Capital Group)

3:15 to 3:30 Break

3:30 to 4:45 Economic Update (Ralph Cole, Ferguson Wellman) & Legislative/DOL/IRS Update (Wally Miller, Schwabe Williamson & Wyatt) 

4:45 to 5:00 Closing Remarks

Presentations:

RP1-2016 DC Plan Participant Survey Presentation - FINAL (00752663x9C8DD).pdf

RP2-Capital_Group-Portland_WPB (2) (00752664x9C8DD).pdf

RP3-Half-Day_Retirement_Conference_Investment Strategy_Q4_2016 (2) (00752665x9C8DD).pdf

RP4-WPBC (2016)LEGAL (2) (00752666x9C8DD).pdf

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

EMAIL:
info@wpbcportland.org

PHONE:  
(503) 928-8780

Address:
1819 SW 5th Ave. #211
Portland, OR 97201

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