When

Thursday October 1, 2015 from 9:00 AM to 12:00 PM EDT
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Where

The Westin Convention Center Pittsburgh 
1000 Penn Ave
Pittsburgh, PA 15222
 

 
Driving Directions 

Contact

Alex Mangubat
Maxis Solutions 
619-795-2330 
amangubat@maxis-solutions.com 
 

Pittsburgh Retirement Plan Summit

We would be honored to host you at the Westin Convention Center Pittsburgh for the 2015 Pittsburgh Retirement Plan Summit.  Paul Neuner, Managing Director - Investment Officer at Wells Fargo Advisors, LLC. and National Spokesman for MassMutual Tom Foster will adress what plan sponsors and fiduciaries need to be aware of in 2016.

Keynote Speakers

Paul Neuner
Managing Director – Investment Officer
Wells Fargo Advisors, LLC.

Tom Foster, Esq.
National Spokesman
Mass Mutual

Rich Weiss
Senior Vice President & Portfolio Mangager
American Century Investments

Topics of Discussion

  • Top 10 Fiduciary Mistakes & How To Avoid Them
  • Mitigating Plan Fees: 12B1, Variable Asset & Soft Dollar Fees
  • Maximizing Service With Your Current Provider
  • Plan Success & Design
  • Target Funds & Investment Performance
  • Benchmarking, RFP Must's & Maximizing Negotiations

 Cost

$150 Registration Fee ~ Waived through September 18th

We are able to accommodate two additional colleagues for the waived fee