August 21, 2014

Advisor Jake O’Shaughnessy Presenting at Upcoming NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) Annual Conference

“Navigating the Waters Toward Retirement Readiness,” NAGDCA’s 2014 Annual Conference, will be hosted in San Antonio, Texas this year. Running from September 14 -17, the conference provides continuing education for government defined contribution plan sponsors. David Laibson, professor of economics at Harvard University and member of the National Bureau of Economic Research (NBER), will deliver the keynote presentation.

Arnerich Massena’s Jake O’Shaughnessy will be featured as a panelist at the conference, discussing “Specialist Referrals – Using an Independent Consulting Firm to Assess and Manage Risk.” The session will focus on the various issues surrounding hiring and retaining the services of an independent consulting firm, including how plan sponsors can mitigate risk by hiring consulting specialists to assist in functions like plan design, investment policy statement development, asset allocation, investment manager selection, and fee negotiation. Jake is a veteran NAGDCA speaker, having presented on topics ranging from fiduciary risks to Roth conversions at past events.

For more information about NAGDCA and the NAGDCA Annual Conference, visit To register for the event, go to