Multnomah Group

Webinar Recording

Don't Forget the Disclosures: 
What's Required to Keep Plan Participants & Beneficiaries Informed

Plan documents, fee disclosures, annual reports - these documents (and more) are all required participants 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 cover these questions and much more in this installment of our Fiduciary Training Program focused on employee engagement and required notices.

We cover:

  • The way the committee is required by law to engage with participants, including required disclosures and notices,
  • Additional ways the committee may engage with participants,
  • Duties to monitor service providers engaging with participants,
  • And much more!


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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 and plan management, and fiduciary governance.