The spreading COVID-19 pandemic is materially impacting nearly every aspect of life. Some industries are facing immediate reductions in revenue, hours worked, and even headcount, while others are pressed with staff addressing the increased demand created by the pandemic. Additionally, markets are experiencing rarely seen levels of daily volatility. Participants are worried about this volatility and most providers have pulled back educators to reduce the likelihood of community spread. Last, many recordkeeper partners have moved to remote workers during this time. How can plan sponsors ensure critical deadlines are met in the current environment?
In this webinar on Thursday, March 19 at 9 am Pacific, leaders from the firm’s Investment Committee, Technical Services Committee, and Vendor Services Committee will cover:
To register for this webinar, please fill out the form below.
Presenter
Scott is the chief investment officer for Multnomah Group and a co-founding principal of the firm. In that role, Scott leads Multnomah Group’s Investment Committee, is responsible for the development of the firm’s investment research methodology and conducts investment manager due diligence.
Presenter
Hailey is a consultant for Multnomah Group and is responsible for serving retirement plan sponsor clients on investment menu construction, investment manager selection, fiduciary governance, and vendor management. She is the chair of the firm's Vendor Services Committee which seeks to keep the firm apprised of the services and capabilities of our recordkeeping vendor partners. She is also a member of the firm's Technical Services Committee.
Presenter
Greg 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
Erik is the managing principal for Multnomah Group. He is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice. Erik regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.
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.
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