A small 401(k) plan case study
This case study focuses on the lack of a due diligence process in the management of a 401(k) retirement plan, a common issue of small plan sponsors. Multnomah Group helped create a governance and review process to fix the oversight issues a
client was facing in decision making for their plan and built a more efficient review structure for the future. Download the full case study for a more detailed overview of the process and the results for this client.
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