Tuesday, March 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by March 13th.
401(k) Fees
Mr. Chris Dall, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management
Chris is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee Education Consultants who are responsible for providing defined contribution solutions to plan sponsors.
Chris joined PNC in 2015 as an Associate Investment Advisor. Most recently, Chris served as Content Manager, working closely with the IAM business and Marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. In addition, he has authored content featured on the CFA Institute’s Enterprising Investor blog and SHRM’s blog, in addition to being quoted in industry news sources such as Plansponsor.com. He has also presented on related topics at various industry conferences and local market events. He serves as the Vice President of the Interfaith Employee Business Relations Group and is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group.
Chris graduated with a Bachelor of Science in finance from Penn State Erie, The Behrend College. Chris holds the Chartered Financial Analyst®(CFA) designation. He also studied at Oxford College and Emory University.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com