The Fiduciary Rule: What You Should Do Today to Remain Compliant

    A Multnomah Group Webinar

    July 25, 2017



    The Department of Labor’s Fiduciary Rule became applicable on June 9, 2017.  This controversial rule was subject to much partisan debate, several lawsuits, and a Presidential Memo which ordered the Department to undergo rigorous review related to the rule’s impact on retirement investors.  After ultimately proceeding, the Labor Department’s sweeping changes mean that more financial professionals than ever before are serving retirement plans and individual retirement accounts (IRAs) as a fiduciary under the Employee Retirement Income Security Act (ERISA).  So, what does this mean for the plan sponsors of retirement plans? 

    During this webinar, we discuss how the Fiduciary Rule may have impacted your plan. 

    Topics include:

    • quick recap of the Fiduciary Rule
    • impact of the Fiduciary Rule on service providers to retirement plans and IRAs
    • impact of the Fiduciary Rule on plan sponsors
    • action items for plan sponsors – what you should do today to remain compliant
    • what’s next for the Fiduciary Rule

    About the Presenters

    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. 

     

    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 insights on a variety of ERISA and retirement plan related matters.

     

    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.

    Please provide the following: