Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a result, plan records may cover many years of transactions. The Internal Revenue Service (IRS), as well as the Employee Retirement Income Security Act (ERISA), require plan sponsors to maintain records of a variety of documents related to the plan. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.
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Date: February 24, 2021 at 10 a.m. Pacific
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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.
Presenter
Hailey McLaughlin is a consultant and the director of vendor services for Multnomah Group. Hailey chairs the firm's Vendor Services Committee which seeks to keep the firm apprised of the services and capabilities of our recordkeeping vendor partners as well as providing support, training and resources for the firm’s vendor search projects. She is also a member of the firm's Technical Services Committee.
Presenter
A principal of the 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.
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