Thought leadership resources for retirement plan sponsors.

2024 Regulatory Update

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.

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Navigating Retirement Plan 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.

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Cultivating Retirement Success: Streamlined Best Practices for Committees

This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees.

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2023 Regulatory Update

Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.

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How to Conduct a Successful Retirement Plan Audit

Conducting a retirement plan audit is a requirement for large plan sponsors governed by ERISA. By following the tips outlined in this guide, you can plan your audit effectively, gather all the necessary information, review plan operations thoroughly, and report your findings clearly, concisely, and effectively.

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Advisor Independence: Managed Accounts and the Role of a Retirement Plan Fiduciary

This Guide explores fiduciary obligations under the ERISA, the role of the investment fiduciary under ERISA Section 404, and how some advisors? actions are now being challenged as unlawful in class action litigation.

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Conducting a Retirement Plan Recordkeeping Vendor Search: Benefits and Best Practices

This guide begins with a look at why conducting a 401(k) or 403(b) recording keeping vendor search may be necessary to satisfy several of a plan sponsor's fiduciary duties under ERISA, followed by a discussion of the numerous practical benefits that result from a thorough vendor search.

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SECURE 2.0 Defined Contribution Retirement Plan Provisions

A plan sponsor resource breaking down SECURE 2.0 by effective date.

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2022 Regulatory Update

Our annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.

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Retirement Plan Committee Best Practices

Download our guide to help understand what the Employee Retirement Income Security Act (ERISA) (and similar state laws) requires for retirement plans, how committees have typically functioned, and how committees will need to function to be successful and sustaining for years to come.

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Protecting Participant Data: How to Monitor and Mitigate Recordkeeper Conflicts of Interest

We believe there are six areas where recordkeeping vendors have tried to monetize their relationship with retirement plans. This plan sponsor guide focuses on the fourth way of generating excess revenue ?Â???????Â??????Â???ÂÂ????Â??????Â??cross-selling retail financial products. For plan sponsors, it is important to understand how recordkeepers cross-sell retail financial products and what the plan sponsor?Â???????Â??????Â???ÂÂ????Â??????Â?Â???????s obligation is to reduce or eliminate such cross-selling.

Resources

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