May 12, 2016 - Speaking Engagements

PSCA’s 69th Annual National Conference

John Matelis participated in a panel discussion entitled “Company Stock Climate Change – Best Practices in a Post-Dudenhoeffer World” at the Plan Sponsor Council of America’s 69th Annual National Conference held in Nashville, TN.  The panel members, which also included Michael Olah from Michael J. Olah & Associates, Jordan Nault from Mercer, and Brandon Diersch from Microsoft, discussed unique issues that having company stock as an investment option in a plan entail and provided insights into best practices in dealing with those issues, minimizing risk, and accomplishing corporate goals in maintaining a stock fund.