The DOL requires employers to educate retirement plan committee members on their roles and responsibilities. Over the last few years, the fee litigation activity has highlighted the importance of having a clearly articulated oversight process for retirement plans. This process helps ensure there is proper documentation retained for plan related activity. Well-run retirement plans often have the input, support, and decision-making of an entire committee with rules dictated by and accountability to the employer and its Board.
Join us for an installment of our fiduciary training program and you will learn:
Date: April 21, 2021 at 11 a.m. Pacific
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Presenter
Greg Johnson is a senior consultant and the director of ERISA technical services for Multnomah Group. In that role, he serves as the chair of the firm’s Technical Services Committee.
Prior to joining Multnomah Group, Greg held several progressive positions throughout his more than 20 years with TIAA.
Presenter
Breion Rollins is a consultant for Multnomah Group. He is a member of the firm’s Technical Service and Vendor Services Committees. He works with clients advising them on investment menu construction, investment manager selection, fiduciary governance, and vendor management.
Breion’s background includes 13 years of experience working within human resources, with 10 years focused on benefits in higher education. Most recently, he worked at the University of Houston and was responsible for managing and leading the operations team for employee benefits, wellness, and customer service.
Presenter
Candace Finn is a retirement plan analyst at Multnomah Group and has been with the firm since 2016. Candace is a member of the Investment Committee and the Vendor Services Committee. Candace supports Multnomah Group’s consultants in servicing their retirement plan sponsor clients and assists with the development of the firm’s annual fee benchmarking analysis, vendor search projects, quarterly investment reports, and other deliverables.
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