In the new world of health insurance funding -Don’t leave money on the table

New Webinar:
Wealth & Health Benefits: How to leverage retirement planning best practices to improve health benefits purchasing

Join this webinar at either 8:30 am Pacific Time or noon Pacific Time on September 12th, to discover how retirement planning best practices can be lifted and applied to your health benefits purchasing process to improve core business outcomes such as lowered costs and better benefits for staff. Learn about three key strategies and see how they could boost your health benefits purchasing ROI and benefit your employees by registering for the webinar.

Attendees will learn:

  • The core elements and common mistakes in making an effective benefits purchasing committee
  • What ERISA governance documents can be leveraged to help manage your employee’s health plan
  • Tips and tricks for making process and committee decision documentation easy and effective


Meet the speakers

Erik DaleyErik Daley

Erik Daley is the managing principal for Multnomah Group. He is a member of Mulnomah 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.

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. 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.


Derreck SmithDerreck Smith

Derreck is the Senior Marketing Manager for Nonstop Administration and Insurance Services, Inc. where he is passionate about creating people-focused strategies and programs that retain employees, maximize performance and strengthen teams. He is currently responsible for the development and growth of partnerships with nonprofit industry associations through authentic connections and educational content.



Please select which time works best

Register now for the 8:30 AM Pacific Time Webinar

Register now for the 12:00 PM Pacific Time Webinar