Multnomah Group

Upcoming WebinarThe Importance of Prudently Monitoring Target Date Funds

Whether target date funds are already a part of your plan lineup or you’re considering adding them, careful evaluation and review are critical to your responsibility as a plan fiduciary. Here at Multnomah Group, we utilize a prudent process for evaluating and selecting a target date strategy for our clients. By utilizing this selection process, we help plan sponsors in their ultimate goal to achieve a stronger retirement outcome for their participants.

To assist you in building a process for evaluating your plan's target date funds, Scott Cameron, CFA, will highlight our evaluation best practices in a webinar on March 19, 2020 at 10 a.m. 

Topics include:

  • Overview of Qualified Default Investment Alternatives
  • Survey of the Target Date Fund Universe
  • Department of Labor Guidance on Target Date Funds
  • Selection Methodology
  • Ongoing Evaluation Methodology

Webinar Registration

To register for this webinar, please fill out the form below.

About Multnomah Group

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.