Webinar: Pet Rock or Lyft – What’s Trending in Retirement Plans and What’s Likely to Last

    The retirement plan industry, sponsors, and providers continue to innovate, looking for ways to improve participant savings rates, investment performance, and outcomes.  For plan sponsors, the challenge is separating what’s new from what’s effective. 

    Join us on Monday, June 19 at 9:00 a.m. PDT for our webinar “Pet Rock or Lyft – What’s Trending in Retirement Plans and What’s Likely to Last” as we review some of the current trends in retirement plans and which trends are likely to last the test of time. 

    Topics include:

    • financial wellness
    • fee transparency and parity
    • gamification
    • custom target date funds
    • roboadvice
    • specialty fund classes
    • out of the box 3(21) and 3(38) services

    This webinar will conclude with a brief question and answer session.

    About the Presenters

    Erik_Daley_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, 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. 

     

    Stephanie_Roupe_Presenter.png

    Stephanie Roupe is a Consultant for Multnomah Group. In her role she works with clients advising them on fiduciary governance, investment programs, and vendor management. Stephanie is also a member of Multnomah Group’s Vendor Services Committee and is responsible for business development in the Puget Sound region.

     

    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: