Developing investment menus can be a difficult and time-consuming task. Multnomah Group views investment menu construction as akin to feng shui, the Chinese philisophical system of harmonizing everyone with the surrounding environment. We work with clients to develop investment menus that create balance and harmony between investment theory, plan design, organizational philosophy and participant behavior.
In this webinar, Erik Daley, CFA, will address some of the issues that impact menu construction and investment product selection for defined contribution plans for the purpose of inspiring other sponsors to evaluate the harmony between their plan design and their menu construction.
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