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Conferences & Speeches
Celebrating Our 28th Anniversary 1987-
AFP AFP National Conference
AFP 2014
Managed Accounts in 401(k) Plans
Presented:
November 5, 2014
Washington D.C.

Presented by:
We explore the increasing prevalence of managed account solutions in 401(k) plans and discuss the pros and cons of these services in relation to other asset allocation models including target date and target risk strategies.
Linda Ruiz-Zaiko
President
Bridgebay®
Bridgebay
 
AFP AFP National Conference
SFTS 2013
Treasury Professionals as 401(k) Committee's Financial Experts

Presented:
November 5, 2014
Washington D.C.

Presented by:

A corporate treasurer and retirement plan consultant discuss their experience and the importance of having a treasury professional on the 401(k) Plan Committee. As 401(k) assets continue to grow, becoming the primary source of retirement income for employees, the treasury professional provides invaluable financial literacy and expertise as a member of the Committee. Treasury professionals provide input in designing the plan's investment monitoring, selection and watch list process in the Investment Policy Statement even when a Committee already has an independent plan consultant.
Salesforce
Theo Castro

Corporate Treasurer
KLA-Tencor Corporation
Bridgebay
Janice Phan

Corporate Treasurer
LinkedIn Corporation
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
AFP AFP National Conference
SFTS 2013
An Evaluation of Target-Date Funds for Salesforce.com 401(k) Plan
Presented:
October 30, 2013
Mandalay Bay Convention Center
Las Vegas, NV

Presented by:
Target-date funds (TDFs) are the most popular QDIA and have become one of the largest plan investment options for DC plans. As a fiduciary, plan sponsors should have a selection and monitoring discipline for TDFs in place. Panelists discuss how the plan sponsor conducted a detailed evaluation of their plan’s current target-date fund suite and conducted a search to make a side-by-side analysis of those funds. TDFs were reviewed for asset allocation, performance and fees.

Salesforce
Randy Murphy
Senior Manager, Equity Compensation
Salesforce.com, Inc.
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
WP&BC Western Pension & Benefits Conference
Inflation Protection
Inflation Protection: It's Not Just About TIPS
Presented:
March 13, 2013
Sheraton Palace Hotel
San Francisco, CA

Presented by:
Many analysts are predicting inflation rates in the high-single to even double digits. How are defined contribution plans monitoring their investment line-up to address this issue?

We explore several inflation hedging techniques beyond the use of Treasury Inflation-Protected Securities (TIPS) including Real Assets, Tangible Assets, Global Real Estate, Commodities and Global Infrastructure.
Linda Ruiz-Zaiko
President
Bridgebay®
Bridgebay
 
WP&BC Western Pension & Benefits Conference
Western Pension Conference 2012
Plans Sponsored by Governments, Churches and Other Tax Exempt Organizations
Presented:
July 18, 2012
Seattle, WA
Providing employees of governments, churches and other tax exempt organizations the best opportunity to save for retirement. This workshop will cover: what qualifies as a governmental plan, church plan, or plan sponsored by a tax exempt organization, respectively; what types of qualified and nonqualified plans can such organizations offer; eligible investments; how such plans differ from qualified plans maintained by for-profit employers; what are the unique challenges of such plans and practical issues involved in maintaining and administering such plans.
Moderated by:
PolyComp

Scott Ann Setzer
Polycomp Administrative Services
Presented by:
Bridgebay Consulting, LLC
Mary Ellen Mullen, CFA,
Principal
Bridgebay Consulting, LLC


Scott E. Galbreath
Chang Ruthenburg & Long PC
Pensions & Investments Pensions & Investments
401k Provider RFP
How to Select a Bundled DC Service Provider
Presented:
June 20, 2012
Webinar
Find out what you need to consider when issuing an RFP for bundled defined contribution plan services. The web seminar will include an overview of the 401(k) Plan Bundled Provider RFP template recently released by the Association of Financial Professionals (AFP).
Moderated by:
Pensions & Investments
Robert Steyer
Defined Contribution Reporter
Pensions & Investments
Presented by:
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
Highmark
Kevin Marpoe
Director, Investor Relations & Investment Management Treasury Services
Highmark, Inc.
AFP AFP National Conference
AFP 2011
Design Trends in QDIAs After the Financial Meltdown
Presented:
November 8, 2011
Boston, MA

Presented by:
This session covers the evolving trends in target-date funds, risk-based asset allocation, balanced accounts, managed accounts and other QDIAs. Hear insights on QDIA issues and DoL regulations. Are providers changing their products in response to these regulatory initiatives? Have plan sponsor perceptions of QDIAs shifted? Learn what elements of these solutions pose the greatest challenge for plan sponsors and their participants.
Harris Corporation
Patrick Baumann
Assistant Treasurer
Harris Corporation
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
Northern Trust
Ashish Gandhi
Product Mgr. DC Solutions
Northern Trust
AFP AFP National Conference
DC Plan Fee Transparency
DC Plan Fee Transparency: Fiduciaries Managing Costs
Presented:
November 9, 2010
San Antonio, TX

Presented by:
Retirement plan fiduciaries should ensure that the costs associated with defined contribution plans are both appropriate and reasonable. ERISA plan sponsors need to decipher revenue sharing arrangements, determine the amount paid and to whom, and decide if fees are reasonable or excessive. They must understand the financial reality of different share classes in a plan. Review the status of regulatory requirements for fee transparency, compliance and reasonableness.

Salesforce
Randy Murphy

Manager, Global Equity Plans
Salesforce.com, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
 
Western Pension & Benefits Conference Western Pension & Benefits Conference
Target Date Funds
Target Date Funds—Can They Hit the Mark?
Presented:
April 21, 2010
Bell Harbor International Conference Center
Seattle, WA

Presented by:


Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
JP Morgan
Anne Lester
Managing Director, Portfolio Manager
JP Morgan Asset Management
 
AFP AFP National Conference
Target-Date Funds
Target-Date Funds: The Search for Transparency
Presented:
October 7, 2009
San Francisco, CA

Presented by:
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
 
Western Pension & Benefits Conference Western Pension & Benefits Conference
Investment Policies, Performance Monitoring & Market Turmoil
Investment Policies, Performance Monitoring & Market Turmoil
Presented:
April 22, 2009
Seattle, WA

Panelists include:
K&L Gates
Norman S. Milks
Partner
K & L Gates, LLP
PMC
Valentina Zackrone, SPHR

HR Director
Pacific Medical Centers
PATH
Marlow Kee

Director of Finance
PATH
Bridgebay Consulting, LLC
Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
Western Pension & Benefits Conference Western Pension & Benefits Conference
QDIA, One Year Later: Fund Solutions for DC Plans
QDIA, One Year Later: Fund Solutions for DC Plans
Presented:
April 22, 2009
Seattle, WA

Panelists include:
Salesforce
Sara Spengler

Senior Manager, Global Equity Plan Services
Salesforce.com, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
 
Windy City SummitWindy City Summit Windy City Summit
Investment Policy Statements for Defined Contribution Plans
Investment Policy Statements for Defined Contribution Plans
Presented:
May 7, 2008
Chicago, IL

Presented by:
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
 
AFP AFP National Conference
Benchmarking Your Defined Contribution Plan Costs
Benchmarking Your Defined Contribution Plan Costs
Presented:
October 22, 2007
Boston, MA

Panelists include:
Sun Microsystems
Brad Vollmer, CFA

Assistant Treasurer
Sun Microsystems, Inc.
Google
Sue Wuthrich

Director, Global Benefits
Google, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
Investment Policy Statements for Defined Contribution Plans
Investment Policy Statements for Defined Contribution Plans
Panelists include:
PATH
Marlow Kee

Director of Finance
PATH
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
 
Western Pension & Benefits Conference Western Pension & Benefits Conference
Default Investment Options (QDIA)
Default Investment Options (QDIA)
Presented:
April 25, 2007
Hyatt Regency San Francisco

Panelists include:
Google
Sue Wuthrich

Director, Global Benefits
Google, Inc.
PATH
Marlow Kee

Director of Finance
PATH
Bridgebay
Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
AFP AFP National Conference
401(k) Mutual Fund Scandals
Corporate Finance Responsibilities: 401(k) Mutual Fund Scandals
Presented:
November 8, 2004
San Diego, CA

Panelists include:
McAfee
Maeve Richard

Treasurer
McAfee, Inc.
Bridgebay
Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
 
 
Bridgebay Bridgebay Financial, Inc.
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Tel: (925) 743-0200

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