Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Join us for a webinar that covers the first tier of our Fiduciary Training Program that helps build a strong foundation for understanding what is required of plan fiduciaries.
Specifically, we look at:
Date: Wednesday, July 26, 2023 at 10:00 a.m. Pacific
Please fill out the form below to register for this webinar.
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.
Greg earned his J.D. from the University of Nebraska College of Law and his bachelor of journalism from the University of Nebraska.
Presenter
Candace Finn is a retirement plan analyst at Multnomah Group and has been with the firm since 2016. She is a member of the Technical Service Committee and is responsible for supporting Multnomah Group’s consultants in servicing their retirement plan sponsor clients. Candace assists with the development of quarterly investment reports and other deliverables, data analysis, and special projects as needed
Candace holds a BBA in Accounting and Finance from Saint Edward’s University in Austin, TX. She is currently a law student in the evening program at Lewis and Clark.
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