Retirement Plan Investment Committee

Under federal law, the University must exercise fiduciary oversight of 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:

  • Joseph M. Phillips PhD, Dean of Albers School of Business and Economics (interim chair)
  • Jerron Lowe, Vice President for Human Resources
  • Bret Myers, Director of Treasury and Risk Management
  • Jot K. Yau PhD, Professor of Finance, Albers School of Business and Economics
  • Cathy Xuying Cao PhD, Associate Professor of Finance, Albers School of Business and Economics (at large member)
  • Dion Wade, Director of Administrative Services (at large member)