Winning Strategies for Selecting Retirement Plan Investment Options

Recent litigation has affected the process retirement plan fiduciaries use to select and monitor their investment options.  Our industry expert, Erik Daley, will help you make sense of these changes and provide actionable advice for fiduciaries who select investment options.  You'll get answers to the following questions:

1. What makes a good investment policy statement, and do I even need one at all?
2. How do I select investment options?
3. How many investment options are too many?
4. What is the best way to monitor investment suitability?
5. When should I change investment options?
6. How should I communicate investment changes to participants?
7. What is the the best way to measure effectiveness?

Erik Daley is the Managing Principal for Multnomah Group, a member of Multnomah Group’s Investment Committee, and leads the firm’s tax-exempt practice. Erik advises his clients on a variety of topics related to retirement plans, including 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.

Erik is a member of the CFA Institute, the CFA Society of Portland, the American Society of Pension Professionals and Actuaries, the Portland Chapter of the Western Pension & Benefit Conference and the Society for Human Resource Management. Erik holds a B.B.A. from the University of Iowa.

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