Plan sponsors have faced numerous challenges this year. As we pass the mid-point, we’re offering insights from several perspectives for the second half of 2025. In this session, you will learn the top questions we’re hearing from our clients’ retirement committees. You will also hear about trends emerging from participant financial education meetings. And we’ve invited a plan sponsor to the discussion to share how they are responding to these changes.
About the Speakers
Christopher Clark, Senior Employee Education Consultant, PNC Institutional Asset Management®
Chris is a senior employee education consultant with PNC Institutional Asset Management®. He consults with plan sponsors to design and execute employee education campaigns that meet their organization’s retirement and financial wellness goals for their employees. Chris comes to PNC with 25 years of experience as a public school administrator. His experience includes work as a principal, athletic director, teacher and coach. Chris graduated with a Bachelor of Arts in education from Albion College and with a Master of Arts in educational leadership from Saginaw Valley State University.
Mario Quiroz , Senior Retirement Plan Advisor, PNC Institutional Asset Management®
Mario is a senior retirement plan advisor with PNC Institutional Asset Management®. In this role, Mario serves as the owner of the client relationship and advises on investments, fiduciary process, participant engagement and provider benchmarking. He provides fiduciary compliance education and support and keeps clients abreast of industry and legislative changes. Prior to joining the firm, Mario was a relationship manager at SunTrust and a senior client executive at Transamerica Retirement Solutions where he was responsible for managing corporate and non-profit retirement plans. In 2015, Mario was the recipient of the Plan Sponsor Service Star Award which recognizes relationship managers in the retirement plan industry who demonstrated exemplary service over the past year. Mario also spent time at two consulting firms and 11 years at TIAA-CREF where he worked as a relationship manager servicing large university retirement programs. Mario graduated with a Bachelor of Arts from Queens College and with a Master of Business Administration from Keller Graduate School of Management. Mario holds the Accredited Investment Fiduciary® (AIF) designation.
Moderator
Chris Dall, CFA, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management®
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.