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Winning Strategies for Selecting Retirement Plan Investment Options

Multnomah Group

Feb. 23, 2016
Recorded Online

Recent litigation has affected the process retirement plan fiduciaries use to select and monitor their investment options. In this presentation, Erik Daley will help you make sense of these changes and provide actionable advice for fiduciaries who select investment options.

The following questions will be answered:

  • What makes a good investment policy statement, and do I even need one at all?
  • How do I select investment options?
  • How many investment options are too many?
  • What is the best way to monitor investment suitability?
  • When should I change investment options?
  • How should I communicate investment changes to participants?
  • What is the best way to measure effectiveness?

More Information, How to Register

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