06.30.2025
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.
06.30.2025
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Marquette Associates is proud to be recognizing 15 years of providing OCIO management services. We stepped into…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
08.11.2025
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
08.22.2025
On Tuesday, October 28, Nat Kellogg, CFA will be speaking at GCM Grosvenor’s 2025 Small and Emerging Managers…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
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