Come join us at the University Club for breakfast and the opportunity to hear what the largest institutional consultant in the nation is saying fiduciaries need to know for 2013. Also featuring local SDSU professor Dr. Jean Twenge discussing "Generation Me," how cultural change creates generation gaps and the effects of that on retirement.
Paul Neuner
Managing Director - Investments, Wells Fargo Advisors
Dr. Jean Twenge - SDSU Department of Psychology & Author
"Generation Me"
Topics of Discussion:
How to Measure Plan Success
Top 10 Fiduciary Mistakes & Reducing Your Fiduciary Liability
Benchmark & Evaluate Your Target Date Funds
Hot To Evaluate Service Providers Services & Fees
Compliance: Following the Proper Policies & Procedures
Updates on Recent & Upcoming Legislation