Resources

Webinars

Webinar Recording: Recent Developments in 403(b) Plan Litigation

Cases against 403(b) plans have been in the headlines since 2016 and will continue to be a story in 2019. This webinar can help you design your prudent process using lessons learned from these cases, and much more.

Webinars

Webinar Recording: Fiduciary Fundamentals

Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Our "Fiduciary Fundamentals" webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.

White Papers

Investment Manager Selection for Actively-managed Funds

In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.

Webinars

Webinar Recording: Investment Fundamentals: Committee Member Responsibilities

This webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.

Webinars

Webinar Recording: Save Time & Manage Risk by Understanding Legislation, Litigation & Regulation Impacting Retirement Plans

Keeping up with the legislative landscape impacting retirement plans has been a full-time job during 2018. If you are a member of the retirement plan committee, but 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not your full-time job, then this webinar is for you.

White Papers

ERISA 3(21) & 3(38) Investment Advisors/Managers

In this white paper, we take an in-depth look at both 3(21) and 3(38) investment advisors and how to choose which one best suits your company's needs.

White Papers

Understanding Retirement Plan Fees

Our goal for this guide is to provide a thorough overview of the categories of retirement plan fees and the specific services typically related to each expense for plan fiduciaries.

White Papers

Out With the DOL Rule and In With the SEC Rule: An Update on What Standards Govern Financial Professionals

This Guide seeks to review the current state of the retirement plan industry as it relates to standards of conduct that govern financial professionals.

Webinars

Tips and Takeaways for Maintaining Your Retirement Plan Document

Listen in to our audiocast "Tips and Takeaways for Maintaining Your Retirement Plan Document" as Summer Conley, partner at Drinker Biddle, and Bonnie Treichel, senior consultant at Multnomah Group, discuss common problem areas plan sponsors encounter with their plan documents.

Webinars

Best Practices for Management Retirement Benefits in Higher Education

The current regulatory landscape and the continued rise in litigation against higher education plan sponsors emphasize the need for sound retirement plan oversight.

Webinars

New Year, New Vendor? Conducting a Vendor Search: Benefits and Best Practices

One of a plan sponsor's most important fiduciary duties is the selecting and monitoring of a competent service provider to supply services to the plan for a reasonable fee. To be a prudent fiduciary, this can involve conducting a vendor search to benchmark your current vendor against what others in the industry are providing.