A Recap of 2016 as You Plan for 2017

    A Multnomah Group Event 
    Thursday, January 26, 2017
    10:00 am to 11:00 am (Pacific)
    Presented by Erik Daley, CFA and Bonnie Treichel, JD

    2016 was a busy year in the retirement plan marketplace – a year that brought sweeping regulatory changes for industry professionals, followed by shifts in the political landscape that create a lack of predictability for what’s to come. On the litigation front, the typical excessive fee cases continued, but with new targets including colleges and universities for the first time. In addition, ERISA litigation saw new and nuanced arguments, as the pace with which these cases were filed gained momentum. 

    Join Multnomah Group for this one-hour interactive webinar in which presenters Erik Daley and Bonnie Treichel will:

    • Recap top retirement plan happenings from 2016, including litigation and how to mitigate risk;
    • Review implications of the Presidential election and what it means for your retirement plan and participants;
    • Assist attendees with planning for 2017 as they strategize and forge ahead in unchartered and unpredictable territory; and
    • Field questions from participants regarding what’s happened in 2016 and what’s to come in 2017 for plan sponsors.

     

    About the Presenters
    erik-presenter.pngErik
    Daley, CFA is the Managing Principal for Multnomah Group. He is a member of Multnomah Group's Investment Committee and leads the firm's tax-exempt practice. Erik regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks.

    Bonnie_headshot.jpgBonnie Treichel, JD, is a Senior Consultant with Multnomah Group. She is also the Chair of the firm’s Technical Services Committee. Bonnie consults with plan sponsor clients, offering expertise on a variety of ERISA- and retirement plan-related matters.

     

    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.

    Register for this upcoming Webinar: