October 11, 2018

Senior Consultant James Ellis Moderating a Panel at P&I DC West Conference

Arnerich Massena senior consultant James Ellis, CFA, will be moderating a panel at the upcoming Pensions & Investments West Coast Defined Contribution Conference. The conference, running from October 21 to October 23 in San Diego, CA, will help keep plan sponsors up to date on DC industry trends and best practices. The event will kick off with keynote speaker Joseph Coughlin from MIT discussing longevity economics and how “the new business of old age will change retirement and financial services.”

James’ session, “Fee Review Methodologies – Should Your Plan Engage in Fee Leveling,” will look at the fairness and effectiveness of fee leveling, examining the pros and cons of this strategy. The discussion will feature additional panelists Gay Lynn Bath, director of Retirement Plans Management at the University of Oregon; Marla J. Kreindler, partner at Morgan, Lewis & Bockius LLP; Keith Overly, executive director of Ohio Deferred Compensation; and Nathan Voris, managing director of business strategy for Schwab Retirement Plan Services.

Learn more about the conference, view the agenda, and register at http://conferences.pionline.com/conference/dc-west/2018