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
