A Multnomah Group Event
In the 13th hour, Congress avoided the “fiscal cliff” by passing the American Taxpayer Relief Act. This legislation preserved most of the George W. Bush-era tax cuts and carved out some new rules as well. This webinar will provide context around the passage of the American Taxpayer Relief Act and will summarize its provisions, with an emphasis on the impact of this major legislation to retirement plans. Additionally, remaining economic headwinds that prevail in the United States will be examined.
Erik Daley, CFA, is the firm's Managing Principal and a member of Multnomah Group’s Investment Committee. He leads the tax-exempt practice, focusing on higher education and healthcare organizations. Erik consults regularly with clients on a variety of retirement plan topics to help manage their fiduciary risks.
Gina Gurgiolo, JD, LL.M, is a Senior Consultant for the Multnomah Group, leading the firm's technical services department. Gina's retirement plans technical services background includes particular expertise in secondary and higher education, and the tax-exempt and governmental sectors.
The 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 fiduciary governance, investment consulting, vendor search, plan benchmarking, and plan design.