Multnomah Group

Feng Shui of Defined Contribution Menu Construction

A Multnomah Group Webinar 
June 4, 2015 

Developing investment menus can be a difficult and time-consuming task. Multnomah Group views investment menu construction as akin to feng shui, the Chinese philosophical system of harmonizing everyone with the surrounding environment. We work with clients to develop investment menus that create balance and harmony between investment theory, plan design, organizational philosophy and participant behavior.

In this webinar, Erik Daley, CFA, addresses some of the issues that impace menu construction and investment product selection for defined contribution plans for the purpose of inspiring other sponsors to evaluate the harmony between their plan design and their menu construction.

Webinar Recording

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About Multnomah Group.

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking;