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.
ESG Investing and ERISA: The Impact of Utah v. Micone
In the recent case of Utah v. Micone, No. 2:23-CV-016-Z (N.D. Tex. Feb. 14, 2025), the U.S. District Court for the Northern ... Read more
New Guide: Understanding the Risks and Conflicts in the "Retailification" of Retirement Plans
The retirement plan marketplace is undergoing significant changes, with plan sponsors increasingly addressing a broad array ... Read more
Featured Webinars
Upcoming Webinar: Don't Forget the Disclosures: What's Required to Keep Plan Participants & Beneficiaries Informed
Join us for an educational fiduciary training webinar focused on the duties required to keep participants and beneficiaries informed. This session is designed for committee members and fiduciaries involved in retirement plan management and will cover essential aspects of employee engagement, required disclosures, and best practices for fiduciary governance.
