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| Celebrating Our 25th Anniversary 1987-
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AFP National Conference |
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| Design Trends in QDIAs After the Financial Meltdown |
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Presented:
Tuesday, November 8, 2011
Boston, MA
Presented by: |
This session covers the evolving trends in target-date funds, risk-based asset allocation, balanced accounts, managed accounts and other QDIAs. Hear insights on QDIA issues and DoL regulations. Are providers changing their products in response to these regulatory initiatives? Have plan sponsor perceptions of QDIAs shifted? Learn what elements of these solutions pose the greatest challenge for plan sponsors and their participants. |
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Patrick Baumann
Assistant Treasurer
Harris Corporation |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Ashish Gandhi
Product Mgr. DC Solutions
Northern Trust |
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AFP National Conference |
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| DC Plan Fee Transparency: Fiduciaries Managing Costs |
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Presented:
Tuesday, November 9, 2010
San Antonio, TX
Presented by: |
Retirement plan fiduciaries should ensure
that the costs associated with defined
contribution plans are both appropriate
and reasonable. ERISA plan sponsors need
to decipher revenue sharing arrangements,
determine the amount paid and to
whom, and decide if fees are reasonable
or excessive. They must understand the
financial reality of different share classes
in a plan. Review the status of regulatory
requirements for fee transparency,
compliance and reasonableness. |
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Randy Murphy
Manager, Global Equity Plans
Salesforce.com, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Western Pension & Benefits Conference |
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| Target Date Funds—Can They Hit the Mark? |
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Presented:
Wednesday, April 21, 2010
Bell Harbor International Conference Center
Seattle, WA
Presented by: |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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Anne Lester
Managing Director, Portfolio Manager
JP Morgan Asset Management |
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AFP National Conference |
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| Target-Date Funds: The Search for Transparency |
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Presented:
Wednesday, October 7, 2009
San Francisco, CA
Presented by: |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Western Pension & Benefits Conference |
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| Investment Policies, Performance Monitoring & Market Turmoil |
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Presented:
Wednesday, April 22, 2009
Seattle, WA
Panelists include: |
Norman S. Milks
Partner
K & L Gates, LLP |
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Valentina Zackrone, SPHR
HR Director
Pacific Medical Centers |
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Marlow Kee
Director of Finance
PATH |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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Western Pension & Benefits Conference |
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| QDIA, One Year Later: Fund Solutions for DC Plans |
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Presented:
Wednesday, April 22, 2009
Seattle, WA
Panelists include: |
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Sara Spengler
Senior Manager, Global Equity Plan Services
Salesforce.com, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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 Windy City Summit |
Windy City Summit |
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| Investment Policy Statements for Defined Contribution Plans |
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Presented:
Wednesday, May 7, 2008
Chicago, IL
Presented by: |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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AFP National Conference |
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| Benchmarking Your Defined Contribution Plan Costs |
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Presented:
Monday, October 22, 2007
Boston, MA
Panelists include: |
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Brad Vollmer CFA
Assistant Treasurer
Sun Microsystems, Inc. |
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Sue Wuthrich
Director, Global Benefits
Google, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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| Investment Policy Statements for Defined Contribution Plans |
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Marlow Kee
Director of Finance
PATH |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Western Pension & Benefits Conference |
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| Default Investment Options (QDIA) |
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Presented:
Monday, April 25, 2007
Hyatt Regency San Francisco
Panelists include: |
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Sue Wuthrich
Director, Global Benefits
Google, Inc. |
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Marlow Kee
Director of Finance
PATH |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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AFP National Conference |
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| Corporate Finance Responsibilities: 401(k) Mutual Fund Scandals |
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Presented:
Monday, November 8, 2004
San Diego, CA
Panelists include: |
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Maeve Richard
Treasurer
McAfee, Inc. |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
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