Are you comfortable getting into the weeds as it relates to the day-to-day operations of your defined contribution retirement plan? If not, then this is the webinar for you!
Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Uur “Fiduciary Fundamentals” webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.
In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.
This webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.
Keeping up with the legislative landscape impacting retirement plans has been a full-time job during 2018. If you are a member of the retirement plan committee, but it’s not your full-time job, then this webinar is for you.
Our webinar, "Understanding Fees Found in Retirement Plans" on delves into the abyss that is retirement plan fees and help plan sponsors navigate their way to a better understanding of their plan's fees.
Our webinar "Why Your Plan Doesn't Work" explores the reasons participant-directed defined contribution retirement plans fail and how to fix them.
In this paper, we broadly discuss these fundamental tenets for a plan to be considered having strong internal controls.
In this white paper, we take an in-depth look at both 3(21) and 3(38) investment advisors and how to choose which one best suits your company's needs.