ResourcesUpcoming Events

Upcoming Events

 

February 29, 2012
Managing Retirement Plan Expenses in the Fee Disclosure Era
Webinar 10:00 a.m. to 11 a.m. (Pacific)
Register

March 6, 2012
Driving the 5500 Highway: A Roadmap to 403(b) Success
Presented by Multnomah Group and Moss Adams LLP
Webinar 10:00 a.m. to 11 a.m. (Pacific)
Register

PAST EVENTS

January 17, 2012
The Future of Low-Risk Options Within Defined Contribution Plans
Webinar 10:00 a.m. to 11 a.m. (Pacific)

December 7, 2011
Managing Retirement Plan Expenses in the Fee Disclosure Era
Webinar 10:00 a.m. to 11 a.m. (Pacific)

November 17, 2011
Regulatory Overload: Retirement Plan Expenses & Disclosures
Webinar 10:00 a.m. to 11 a.m. (Pacific)

November 4, 2011
The New Fee Disclosure Rules: A Game Changer
Southern California Chapter of CUPA-HR, Huntington Library, Pasadena, CA

October 20, 2011
Conducting a Vendor Search: Benefits and Best Practices
Webinar: 10:00 a.m. to 11:00 a.m. (Pacific)

October 12, 2011
Plan Sponsor Fiduciary: Full Disclosure 
Western Pension & Benefits Conference Meeting, Portland, OR

October 7, 2011
Retirement Plan Fundamentals 
American Payroll Association Annual Oregon Payroll Conference, Salem, OR

October 7, 2011
Ensuring Operational Compliance with Your Retirement Plan 
American Payroll Association Annual Oregon Payroll Conference, Salem, OR

September 22, 2011
Investing in an Uncertain Environment
Webinar: 10:00 a.m. to 11:00 a.m. (Pacific)

August 18, 2011
2011 Legislative Update
Webinar: 10:00 a.m. to 11:00 a.m. (Pacific)

July 27, 2011
Evaluating Target Date Funds: 5 Things Plan Sponsors Should Know About Their Target Date Funds
Webinar: 10:00 a.m. to 11:00 a.m. (Pacific)

June 14, 2011
Under the Microscope: The IRS Targets Higher Education
Webinar: 10:00 a.m. to 10:45 a.m. (Pacific)

April 21, 2011
Employee Benefit Plans: 2010 in the Rearview Mirror
For 403(b) Plan Sponsors, a joint presentation with Moss Adams LLP
Webinar: 1:00 p.m. to 2:00 p.m. (Pacific)

March 23, 2011
Navigating Fiduciary Standards: Best Practices for Plan Sponsors
Webinar: 1:00 p.m. to 2:00 p.m. (Pacific)

February 16, 2011
Evaluating Target Date Funds: 5 Things Every Plan Sponsor Should Know About Their Target Date Funds
Webinar: 1:00 p.m. to 2:00 p.m. (Pacific)

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