Improving Participant Outcomes Through Investment Menu Design

A Multnomah Group Webinar

Tuesday, October 16, 2012
10:00 a.m. to 11:00 a.m. (Pacific)

The structure of retirement plan investment menus continues to evolve, from "more choice is better" to "less is more". Many fiduciaries initially sought protection under ERISA §404(c) by offering a wide array of investment choices to their participants, but participants found themselves overwhelmed by the task of evaluating and selecting from amongst so many managers. Plan sponsors soon realized that less could be more, and built menus that offered a few fixed income options and a diverse set of a dozen or more stock funds, but in the bear market of 2008, many of those plans saw similar declines across their investment menu.

With an increasing number of plans utilizing automatic enrollment and QDIA, just providing adequate choice is no longer enough. Fiduciaries are again asking, what does an effective investment menu look like? In this webinar, Scott Cameron, CFA, will discuss the following:

  • Incorporating the science of behavioral finance into your investment menu design;
  • Selecting appropriate asset classes;
  • Whether a tiered structure could be right for your plan;
  • Passive versus active investment options;
  • Options for low risk investments; and
  • When to use target date funds.

scott-presenterPresenter

Scott Cameron, CFA
Principal & Chief Investment Officer


Scott is the Chief Investment Officer for the Multnomah Group and a founding Principal of the firm. He 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

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.

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