Plan Design Trends in Higher Education

Tuesday, March 12, 2013
A Multnomah Group Event

Good retirement plan design helps employers retain and attract employees, improve participant retirement readiness, reduce benefits costs, and assist their employees with a smooth transition from work to retirement. In this webinar, Erik Daley, CFA, will address the issues facing higher education institutions in the design of their retirement plans, share how leading institutions are creating more leverage in the design of their retirement plans, and discuss how to change your plan from a cost center to a catalyst for organizational health.

We will cover:

  • Design trends in higher education
  • How institutions can improve the retirement readiness of their employee population without breaking the bank
  • How some institutions are using their retirement plan as a key driver in managing labor costs and turnover
  • How sponsors can redesign their plans to recognize participant behavior and biases
  • Tools educational institutions can use to further the aims of their retirement benefit program

erik-presenterAbout the Presenter

Erik Daley is the Managing Principal for Multnomah Group and a member of Multnomah Group’s Investment Committee. He leads the firm’s tax-exempt practice, focusing on higher education and healthcare organizations. Erik consults regularly with clients on a variety of retirement plan related topics to help manage their fiduciary risks.

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, plan design, and plan benchmarking.

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