Edward Patchett, CFA, Presents at the IFEBP Conference

Edward Patchett, CFA – Senior VP and Managing Director presented at the International Foundation of Employee Plans’ Investment Institute held in San Francisco, CA, April 14-15, 2008. Mr. Patchett presented session was entitled, “Current Issues Touching Investments.” Mr. Patchett’s presentation addressed three topics (1) fee transparency, (2) qualified default investment options (QDIAs) for defined contribution plans and (3) the nature and structure of Voluntary Employee Beneficiary Associations (“VEBAs”).