In our Fiduciary Facts video series, we provide quick and comprehensive answers to the most common questions we receive from retirement plan sponsors. We cover topics including investments, service providers, and fiduciary governance.
This episode, we look at how current market conditions can drive changes in your investment menu. Multnomah Group consultant Breion Rollins answers this frequently asked question from retirement plan fiduciaries in this Fiduciary Facts video. In many cases, market conditions may not cause your investment menu to need any changes, but it may be the perfect time to analyze your governance documents (such as a committee charter or Investment Policy Statement (IPS)). These documents can guide any changes your committee makes to your retirement plan.
Watch the full video below for more information, and contact us for assistance with any of the materials we discuss.
Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice. Any views expressed herein are those of the author(s) and not necessarily those of Multnomah Group or Multnomah Group’s clients.