2017 Regulatory Update

    A Multnomah Group Webinar
    October 17, 2017


    Tax reform. Fiduciary rule. ERISA litigation. This webinar tackles it all and breaks it down for retirement plan sponsors.  Our annual Regulatory Update webinar leads plan sponsors through:

    •  An overview of the Trump administration’s initiatives that relate to, and impact, retirement plans
    • The progress the Department of Labor has made during its first eight months under the Trump administration
    • A triage of the relevant ERISA litigation impactful to plan sponsors from the past year
    • Highlights from the Internal Revenue Service relating to qualified retirement plans

    Throughout the presentation, we discuss what these developments mean for plan sponsors including tips and action items. 

    About the Presenters

    Bonnie_Treichel_headshot.pngBonnie Treichel, J.D., is a senior consultant with Multnomah Group. She is also the chair of the firm’s Technical Services Committee. Bonnie consults with plan sponsor clients, offering assistance on a variety of ERISA- and retirement plan-related matters.



    Hailey_McLaughlin_Presenter.png

    Hailey McLaughlin is a benefit analyst for Multnomah Group. She is a member of the firm's Technical Services Committee, assists with the development of quarterly investment reports and other deliverables, data analysis, and special projects as needed.

     

    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.

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