Explore the evolving landscape of retirement plans and the concept of "retailification," where institutional relationships are leveraged to sell retail products and services to participants.
Gain a comprehensive understanding of the evolving landscape of retirement plans and the potential risks and conflicts associated with the "retailification" trend. Learn how to manage and mitigate these conflicts to ensure the best outcomes for plan participants.
Interested in learning more about how 457 plans work? This webinar compares and contrasts 457(b) and 457(f) plans for tax-exempt entities, reviewing the application of ERISA, eligibility, contributions, distributions, the security of assets, taxation of benefits, and more.
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.
This year's annual Regulatory Update has significantly shifted from regulation to litigation. The last two publications focused largely on SECURE 2.0 provisions and their impact on retirement plans. SECURE 2.0 remains an active topic in our industry, as many mandatory and optional provisions continue to take effect. However, the litigation focused on plan sponsors and governmental agencies has taken the spotlight.
Multnomah Group reviewed our client, a large, well-known public higher education system that requested assistance in developing and implementing a new target date fund suite for its plan participants. This case study explains our process to find our client a satisfactory target date fund series.
Transitioning your retirement plan from one recordkeeper to another can be a complicated process. To help you navigate this process smoothly, our consultant, Breion Rollins, presented a webinar designed to assist you in successfully managing the challenges of recordkeeper transitions.
Transitioning your retirement plan from one recordkeeper to another can be a complex and significant undertaking. In this guide, we will walk you through how to navigate the challenges of such transitions while offering best practices to ensure a seamless experience for both plan sponsors and participants.
This case study discusses the work we did for a small hospitality company whose retirement plan was being serviced by its payroll provider. The company was starting to feel frustrated with its plan operations.
Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group presented a joint webinar to help guide you through retirement plan service agreements.
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Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.