As participant demand for sustainable investment options grows and Department of Labor regulations struggle to catch up, plan sponsors are caught in the middle. For plan sponsors, the starting point hasn’t really changed at all. Sponsors’ primary investment duty under ERISA is to act in the best interest of plan participants and beneficiaries – and accounting for ESG considerations fits under that mandate.
During this webinar, we will walk through the following:
Date: Wednesday, November 9, 2022 at 10:00 a.m. Pacific
Please fill out the form below to register for this webinar.
Presenter
Erik Daley is the managing principal for Multnomah Group. Erik regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.
Prior to co-founding the Multnomah Group in 2003, Erik served as a vice president of retirement services and led the Portland, OR practice of a national retirement services firm. In that position, Erik was a founding member of the firm’s Investment Committee and had oversight for business development in the Western United States.
© 2024 Copyright Multnomah Group Inc.