This year’s annual Regulatory Update has significantly shifted from regulation to litigation. The last two publications focused largely on SECURE 2.0 provisions and their impact on retirement plans. SECURE 2.0 remains an active topic in our industry, as many mandatory and optional provisions continue to take effect. However, the litigation focused on plan sponsors and governmental agencies has taken the spotlight.
During this webinar, we will discuss:
Attend this webinar to stay ahead of the curve and ensure your retirement plans are compliant and optimized.
Date: Thursday, October 17, 2024
Time: 10:00 a.m. - 11:00 a.m. PST
Please fill out the form below to register for this webinar.
Presenter
Greg Johnson is a senior consultant and the director of ERISA technical services for Multnomah Group. In that role, he serves as the chair of the firm’s Technical Services Committee. Prior to joining Multnomah Group, Greg held several progressive positions throughout his more than 20 years with TIAA.
Presenter
Candace Finn is a senior investment operations analyst at Multnomah Group and has been with the firm since 2016. She is a member of the Technical Service Committee and is responsible for supporting Multnomah Group’s consultants in servicing their retirement plan sponsor clients. Candace assists with the development of quarterly investment reports, investment recommendations, investment menu design, and special projects as needed.
She is currently a JD Candidate at Lewis and Clark Law School's evening program, Class of 2025.
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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