Thought leadership resources for retirement plan sponsors.

Webinar Recording: Don't Forget the Disclosures: What's Required to Keep Plan Participants & Beneficiaries Informed

Plan documents, fee disclosures, annual reports - these documents (and more) are all required participant notices as directed by ERISA. Do you know how you should deliver these notices or if you can hire an outside provider to help you engage your participants? We cover these questions, and more in this installment of our Fiduciary Training Program focused on employee engagement and required notices.

White Papers

Guide: Understanding the Risks and Conflicts in the "Retailification" of Retirement Plans

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.

Webinars

Webinar Recording: Understanding the Risks and Conflicts in the "Retailification" of Retirement Plans

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.

Webinars

Webinar Recording: 2024 Regulatory Update

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.

Webinars

Webinar Recording: Tax-exempt Organizations & 457(f) and 457(b) Plans

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.

White Papers

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.

Case Studies

Case Study: Strategic Glidepath Implementation for Enhanced Retirement Planning

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.

Webinars

Webinar Recording: Navigating Retirement Plan Transitions

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.

White Papers

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.

Case Studies

Case Study: Revamping Retirement: Transforming Operations for a Small Hospitality Company

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.

Webinars

Webinar Recording: Reviewing Retirement Plan Service Agreements

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.

Resources

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