09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Monday, September 15, Dave Smith, CFA will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight and PLANADVISOR in Orlando, FL.
Dave will discuss the structure of the investment line-up of 529 products and cover the following topics:
For more information, please visit the event’s website.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
07.01.2026
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
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