Forward-thinking, objective investment advisory services.

Who is Multnomah Group?


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. 

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Multnomah Group Notable Recognitions

Committed to industry excellence.

We’re humbled by the feedback from our industry. Learn more about our recent recognitions.

Cultivating Retirement Success cover

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.

Download the Guide

Latest from the Blog

SCOTUS to Review ERISA 403(b) Prohibited Transactions Case Against Cornell University

On Friday, Oct. 4, the Supreme Court (SCOTUS) agreed to hear a petition from workers at Cornell University that centers on a ... Read more

Guidance on Long-term/Part-time Rule for 403(b) Plans Confirming Student Exclusions

The IRS issued guidance for 403(b) plan sponsors on the SECURE 2.0 rule requiring long-term/part-time (LT/PT) employees to ... Read more

Featured Webinars

Upcoming Webinar: 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.

Read more

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