At Multnomah Group, we utilize a prudent process for evaluating and selecting a target date strategy for our clients. By utilizing this selection process, we help Plan Sponsors as they aim to achieve stronger retirement outcomes for their participants.
Join us on Wednesday, May 24 at 10 a.m. PDT for a webinar highlighting our best practices for evaluating target date funds.
Topics include:
Overview of Qualified Default Investment Alternatives
Survey of the Target Date Fund Universe
Department of Labor Guidance on Target Date Funds
Selection Methodology
Ongoing Evaluation Methodology
This webinar will conclude with a brief question and answer session.
About the Presenter
Scott Cameron is the Chief Investment Officer for Multnomah Group and a co-founding Principal of the firm. In that role, Scott leads Multnomah Group’s Investment Committee, is responsible for the development of the firm’s investment research methodology, and conducts investment manager due diligence. Scott also consults with plan sponsors on investment menu design, investment manager selection, fiduciary governance, and vendor fees/services.
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.