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.
403(b) Universal Availability and the New Long-term/Part-time Rules
403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. ... Read more
Quarterly Market Commentary: Third Quarter 2024
Inflation & the Federal Reserve The Federal Reserve has held rates at a recent high of 5.25-5.50% since July 2023. ... Read more
Featured Webinars
Webinar Recording: Annual Regulatory Update
Our annual Regulatory Update webinar is geared toward helping plan sponsors stay ahead of the regulatory and legislative curve and ensure their retirement plans are compliant and optimized.
