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Fiduciary Duty in Retirement Plans - The facts to combat the fiction when assessing fiduciary risk

  • Wednesday, January 15, 2014
  • 7:30 AM - 9:00 AM
  • MAC Club 1849 SW Salmon Street Portland Oregon

Registration

  • Current Members in good standing of the WP&BC Portland Chapter

Registration is closed

Fiduciary Duty in Retirement Plans

 The facts to combat the fiction when assessing fiduciary risk

Speaker Erik Daley CFA

Retirement Plan Administrators have meaningful responsibilities in the management of their qualified retirement plans. Understanding your responsibilities is the first step towards developing processes to improve plan performance while reducing risk to the sponsor. 

In this presentation we will review the ERISA fiduciary responsibilities of Plan Administrators as well as steps sponsors can take to meet and document their compliance.

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 consults regularly 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. 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. 


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

EMAIL:
info@wpbcportland.org

PHONE:  
(503) 928-8780

Address:
1819 SW 5th Ave. #211
Portland, OR 97201

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