Founded in 1969, the UPFSG’s mission is “to improve the administration and investment management of trust assets and related liabilities at member companies by sharing information, regular reporting and meetings.”
Members of the UPFSG are utility companies, and participants are individuals with investment responsibilities. While members have traditional emphasis on benefits, their experience extends further into pension, investment, regulatory and other disciplines including 401K plans and NDT assets.
The Group’s Coordinator is Melanie Green, and Secretary to the Advisory Committee is Sue Carson. From 1992 to 2017, Bill Berkmeier was the Group’s Executive Director.
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Quick Response Surveys
QuickResponse Surveys are originated by members or staff who need immediate feedback from other UPFSG members on a question or topic.
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Conferences
The Annual UPFSG Conference is held each spring. According to members, it is “the best conference they attend.”
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Conferences
