Multnomah Group is a 100% fee-for-service consulting firm. We help clients create a world-class retirement plan for their employees without the shadow of conflicts or shareholders. Our focus is on you, the plan sponsor. We help you understand the responsibilities and navigate the complexities of overseeing your retirement plan. Our annual fiduciary program focuses on your fiduciary requirements for investment oversight, vendor and plan management, and plan governance, creating a comprehensive strategy to arm you with the tools and knowledge to positively impact the retirement readiness outcomes of your employees. We do this through a practical approach focused on our clients' needs, not the industry or the vendors within it.
Cultivating Retirement Success: Steamlined Best Practices for Committees
This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees. It reflects our firm’s experiential and industry knowledge of how retirement plan committees can be an outstanding vehicle for the successful execution of a plan sponsor’s fiduciary duties. Cultivating Retirement Success cover.
Our goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.
Fiduciary Focus Weekly Video: Evolution of Managed Accounts
In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account ... Read more
Fiduciary Focus Weekly Video: GDP Data Revealing that the U.S. Economy Shrank in Q1
The latest GDP data revealed that the U.S. economy shrank in Q1. The primary driver behind this contraction was the heavy ... Read more
Featured Webinars
Joint Webinar: Unlocking the Secrets of 409A: Mastering a Key Component of Executive Compensation Compliance
Join Kara Backus, partner at Ballard Spahr, and Erik Daley, managing principal at Multnomah Group, for an insightful webinar designed to provide you with a comprehensive understanding of Section 409A and equip you with the knowledge to manage executive compensation plans effectively.
