Throughout 2019 it's arguable to say that no retirement plan topics were discussed more than the inexorable link between financial health and savings rates. As the country continues to move to a defined contribution model of retirement plan savings and planning, plan sponsors have been effective at using design tools to help participants begin the savings process. However, even automatic plan features have left many unwilling or unable to save into their retirement savings plans.
Employers are exploring innovative ways to integrate emergency savings and student loan debt repayment with their retirement benefit programs. During this webinar we explore:
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Presenter
Erik Daley 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. 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.
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 and plan management, and fiduciary governance.
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