01.05.2026
Marquette Speaking at KORIED 2026 Plan Sponsor Educational Institute 1/20–23
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
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.
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
06.30.2025
01.07.2026
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
12.12.2025
On Monday, March 2, Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas,…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
11.24.2025
On Tuesday, January 6, Tom Latzke, CAIA will be speaking at Opal Group’s Public Funds Summit 2026…
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