Met with: Mary Kate Radloff Discussed their 401k platform. They have an unbundled TPA model and a bundled for Larger plans. Discussed marketing materials and employee wellness tools. We also discussed specific managers that we utilize in our 401(k) plans. Attendees:...
Met with: Alisa Guetzkow We discussed the economy, utilities and international exposure. Attendees: Dan Romero & Greg Tobey Location: Kind’s Fish House Time: 1:15pm Estimated Cost:...
Met with: Jon Beuerlein Discussed California Municipal market and equity income opportunities Attendees: Daniel Romero Greg Tobey Location: L.A.C.C. Time: 12:00PM Estimated Cost:...
Met with: Brian Rotter We discussed the fixed income market, the economy and touched based on some of their products. Attendees: Dan Romero & Greg Tobey Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
