New Year’s resolutions – we all make them, but don’t necessarily keep them. When we set our resolutions, we often bite off more than we can chew, which leads to unrealistic expectations and the eventual demise of the goal(s) we set.
As a plan sponsor, there may be many things you want to do or change in your retirement plan this year, like increasing participation rates or improving investor returns, likely the same goals you set back in 2017. In this webinar, Multnomah Group will focus on five pillars of plan health you can focus on this year and how to reasonably achieve them and recognize the benefits.
During this webinar, Erik will discuss Multnomah Group’s five retirement plan pillars for 2018:
- Get Healthy
- Get Organized
- Spend Less
- Save More
- Learn Something New
Erik Daley, CFA, 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, focusing on higher education and healthcare organizations.
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