09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Thursday, November 14, Lee H. Martin, Ph. D. and Kit McCarty, CEBS, REBC, AIF®, C(k)P® will be presenting at the Pennsylvania State Association of County Controllers Conference in Lancaster, Pennsylvania.
Lee and Kit will be participating in a roundtable discussion on 457(b) Defined Contribution Plans. The panel will cover PA County 457(b) plans specifically, including their history, benchmarking, and the RFP process and fiduciary oversight. The panel will also examine two county case studies in regards to 457(b) plan transition and engaging and educating 457(b) plan participants.
The Pennsylvania State Association of County Controllers Conference offers a variety of educational opportunities as well as a chance for Controllers, Deputies, staff, and Solicitors to share fellowship.
09.10.2026
An article co-authored by Investment Consultant and Partner
10.23.2026
On Thursday, October 29, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…
10.23.2026
On Thursday, October 29, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.27.2026
On Wednesday, October 7, Evan Frazier, CFA, CAIA and James Torgerson will be speaking at…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
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