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Best Practices in Fiduciary Governance

Multnomah Group

July 30, 2019
Recorded Online
Webcast

Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Recent litigation and audit activity from the Department of Labor has highlighted the challenges for employers without adequate governance and oversight. Well-run retirement plans nearly universally have the input, support, and decision-making of an entire committee with rules dictated by and accountability to the employer.

Join us on July 30, 2019 for the next installment of our fiduciary training program and you will learn:

  • how to run a committee
  • what governance documents can be utilized
  • how to document prudent processes and committee activities

Presenter: Erik Daley, CFA, Managing Principal, Multnomah Group

More Information, How to Register

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