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:
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.
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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