Join us for a Fiduciary Training presentation focused on DC retirement plan operations. The Department of Labor requires employers to educate committee members on their roles and responsibilities, and our Fiduciary Training Program covers all aspects of fiduciary duty.
During this webinar, we will cover:
• Concepts associated with the operational aspects of the retirement plan
• Day-to-day requirements of running the plan
• Required government filings
Date: Wednesday, March 29, 2023 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.
Presenter
A principal of Multnomah Group, Brian has over 25 years of combined experience working in securities, investment advisory, and retirement services industries. Brian advises an array of organizations including hospitals, educational institutions, not-for-profit organizations, and private employers. Before joining Multnomah Group, he served as a vice president with another national investment advisory and retirement services firms.
Brian brings two distinct core strengths to his clients. The first is his experience with investment selection and monitoring and the second is comprehensive retirement plan consulting experience for 403(b), 401, and 457 plans.
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