Target-Date Funds: The Search for Transparency

Presented at the Association for Financial Professionals (AFP) National Conference in San Francisco, CA

Presented by:

Linda Ruiz-Zaiko

President

Bridgebay®

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Investment Policies, Performance Monitoring & Market Turmoil

Presented at the Western Pension and Benefits Council Conference in Seattle, WA

Panelists include:

Valentina Zackrone, SPHR

HR Director

Pacific Medical Centers

Marlow Kee

Director of Finance

PATH

Mary Ellen Mullen, CFA

Principal

Bridgebay Consulting, LLC

Norman S. Milks

Partner
K&L Gates, LLP

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QDIA, One Year Later: Fund Solutions for DC Plans

Presented at the Western Pension and Benefits Council Conference in Seattle, WA

Panelists include:

Sara Spengler

Senior Manager, Global Equity Plan Services

Salesforce.com, Inc.

Linda Ruiz-Zaiko

President

Bridgebay®

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Investment Policy Statements for Defined Contribution Plans Presentation

Presented at the Windy City Summit Conference in Chicago, IL

Presented by:

Linda Ruiz-Zaiko

President

Bridgebay®

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Investment Policy Statements for Defined Contribution Plans

Presented at the Association for Financial Professionals (AFP) National Conference in Boston, MA

Panelists Include:

Marlow Kee

Director of Finance

PATH

Linda Ruiz-Zaiko

President

Bridgebay®

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Benchmarking Your Defined Contribution Plan Costs

Presented at the Association for Financial Professionals (AFP) National Conference in Boston, MA

Panelists Include:

Brad Vollmer CFA

Assistant Treasurer

Sun Microsystems, Inc.

Sue Wuthrich

Director, Global Benefits

Google, Inc.

Linda Ruiz-Zaiko

President

Bridgebay®

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