Retirement Plan Investment Committee

Under federal law, the University must exercise fiduciary oversight to the retirement plan’s investments. This includes selecting and monitoring funds that are available to plan participants. The Retirement Plan Investment Committee is the designated plan fiduciary acting on behalf of the University. The Committee is assisted by the Multnomah Group investment advisory firm – a co-fiduciary of the plan. The Committee also receives professional advice from time-to-time from at large members with demonstrated professional expertise related to finance and investments.

Retirement Plan Investment Committee members:
- John Eshelman PhD, Professor Emeritus and Provost Emeritus
- Gerald V. Huffman (chair), Vice President of Human Resources and University Services
- Connie Kanter, VP, Finance/Business Affairs and Chief Financial Officer
- Joseph M. Phillips PhD, Dean of Albers School of Business and Economics

> Committee Charter
> Fee Policy Statement
> Investment Policy Statement
> Process for providing input to the Committee

 

Last modified on Wednesday, August 06, 2014