September 17, 2013
A Multnomah Group Event
Even with the most earnest intentions, mistakes inside of a retirement plan will most likely happen from time to time. Plan sponsors can take solace in knowing that there is a corrective solution for nearly every compliance problem. Knowing how to correct a plan error will help plan sponsors act swiftly so as not to ripen the problem should one occur. It can also help save the plan sponsor money. In this program, Multnomah Group will provide an overview of the correction programs available through both the Internal Revenue Service (for Internal Revenue Code issues) and the Department of Labor (for issues under the Employee Retirement Income Security Act).
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.
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.