Plan documents, fee disclosures, annual reports - these documents (and more) are all required participant notices as directed by ERISA. Do you know how you should deliver these notices or if you can hire an outside provider to help you engage your participants? We will cover these questions, and more in the next installment of our Fiduciary Training Program focused on employee engagement and required notices.
During this training, we will cover:
Date: August 24, 2022 at 10:00 a.m. Pacific
Please fill out the form below to register for this webinar.
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
Laura Renshaw is the director of vendor services for Multnomah Group. In this role, she leads the firm's consulting services in the areas of recordkeeping vendor searches and assessment as well as plan management. Laura also provides firm leadership on plan design and participant engagement to improve participant outcomes and plan effectiveness.
Laura is a Certified Employee Benefits Specialist, delivered by the International Foundation of Employee Benefit Plans. She earned her Bachelor of Science degree in Business Administration, specializing in Finance, from Central Washington University.
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