Is My Plan Working? Easy Ways to Evaluate Plan Success

    A Multnomah Group Webinar

    September 26, 2017

    As a plan sponsor, evaluating the health of your defined contribution plan is top of mind. Despite improvements on the service provider side to supply more sophisticated tools to assist in quantifying your Plan’s health, you may still feel at a loss as to how you can articulate the objectives of your retirement plan as well as how to measure the successes achieved and the opportunities for improvement.

    During this webinar, we share straightforward ways to evaluate indicators of plan health. We discuss how plan fiduciaries should approach retirement plan goal setting, and how you can move your retirement plan committee from a reactive committee to a group whose decisions are outlined by goals and measured for accountability. 

    Topics include:

      • What should the Plan’s target savings rate be?
      • How does plan design impact plan effectiveness?
      • What is the "right" asset allocation?
      • How do you improve results in a plan that also allows participant choice?

    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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