A View from the Road: Charlotte and Milwaukee City Event Symposiums

In March, PSCA led successful City Event Symposiums in Charlotte and Milwaukee.The purpose of the City Event Symposium Series is to: 
(1) provide relevant continuing education opportunities for DC Plan Sponsors; 
(2) connect with potential members and existing members at a local level; and 
(3) solidify a member-driven, grass roots initiative that can be replicated in cities around the country in the years to come. 

Presenters, panelists, and attendees contributed to robust discussions addressing: compliance, testing and audits, administration, target-date and white label funds, automation, and overcoming generational differences in participant attitudes about retirement and financial readiness.

Given that these are inaugural events designed to promote participation at the grassroots level, we are grateful for the time, enthusiasm, and funding support provided by the sponsors. Thank you to the sponsors of various city events: 

• Platinum Sponsors: Dimensional Fund Advisors, Retirement Clearinghouse 
• Gold Sponsors:SageView Advisory Group, BKD, Kutak Rock LLP,  PricewaterhouseCoopers LLP, McGuireWoods Inc.
• Silver Sponsors: Merrill LynchJ, ohnson Lambert LLP, Reinhart, Moore Van Allen
• Bronze Sponsors: OneAmerica, Blooom

The events are structured to: acknowledge attendees’ on-the-go schedule and work constraints, organize relevant content into three (3) CE-eligible segments, and treat stakeholders and guests the way we want to be treated. Future events will continue to feature top-notch presentations that facilitate member-led roundtable discussions with industry experts.

If you are interested in hosting a symposium in your city, contact PSCA at 312.419.1863.