A Multnomah Group Event
Tuesday, July 26, 2016
10:00 am to 11:00 am (PDT)
Presented by Bonnie Treichel, J.D.
The Department of Labor published its highly-anticipated Conflict of Interest Rule and regulatory package on April 8, 2016. This sweeping regulatory package expands the scope of the “fiduciary” definition for those who provide investment advice to employers and employees in workplace retirement plans and to individual retirement accounts (IRAs).
Tune in to this webinar to learn more from Bonnie Treichel about this new rule and the way it will affect employers and various service providers in the retirement plan marketplace. Participants will come away with an understanding of the following:
The webinar will conclude with a short Question-and-Answer.
About the Presenter
Bonnie Treichel, J.D., is a Senior Consultant with Multnomah Group. She is also a member of the firm’s Technical Services Committee. Bonnie consults with plan sponsor clients, offering expertise on a variety of ERISA- and retirement plan-related matters.
About Multnomah Group
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 search, fiduciary governance, employee engagement, plan design, and fee benchmarking.