Top 5 Retirement Plan Resolutions for 2018

    A Multnomah Group Webinar

    January 30, 2018


    New Year’s resolutions – we all make them, but don’t necessarily keep them. When we set our resolutions, we often bite off more than we can chew, which leads to unrealistic expectations and the eventual demise of the goal(s) we set.

    As a plan sponsor, there may be many things you want to do or change in your retirement plan this year, like increasing participation rates or improving investor returns, likely the same goals you set back in 2017. In this webinar, Multnomah Group focuses on five pillars of plan health you can focus on this year and how to reasonably achieve them and recognize the benefits.

    During this webinar, Erik discusses Multnomah Group’s five retirement plan pillars for 2018:

    1. Get Healthy
    2. Get Organized
    3. Spend Less
    4. Save More
    5. Learn Something New

    About the Presenter
    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. 

     

    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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