Feng Shui of Defined Contribution Menu Construction

A Multnomah Group Webinar
Wednesday, July 8, 2015 

In 2014, the Securities and Exchange Commission (SEC) issued new rules for further regulation of money market mutual funds. These rule changes were slated to be implemented gradually, however one of the primary changes will be to create new categories of government and retail money market funds.

Certain categories of mutual funds will move from a fixed to a floating net asset value (NAV) and during periods of market stress, certain categories of money market funds may institute redemption fees and liquidity gates. The only money market category exempted from these structural changes will be the U.S. Treasury money funds.

The effective date of the last phase of the money market changes is October of 2016, leaving clients a little more than twelve months to determine how best to position their defined contribution cash equivalents in preparation.

In this webinar, Multnomah Group reviews the pending changes in regulations and how clients can proactively make determinations regarding investment strategy.

• What are the new money market regulations?
• How will my money funds be impacted?
• What role does cash equivalents play in an effective defined contribution plan?
• What are the alternatives to money market?
• What steps should I take next?