Newsletter

Market Commentary

Benefits Digest: 3rd Quarter Newsletter - October 2016

Benefits Digest: 2nd Quarter Newsletter - August 2016

Benefits Digest: 4th Quarter Newsletter - December 2015

Capital Markets Review - 3rd Qtr 2017

Capital Markets Review - 2nd Qtr 2017

Capital Markets Review - 1st Qtr 2017

Capital Markets Review - 4th Qtr 2016

 

 

Regulatory Updates

News

 

Multnomah Group Included on 2016 Financial Times 401 Top Retirement Advisers List

Multnomah Group Welcomes Stephanie Roupe as Consultant

Modernizing the Form 5500

Multnomah Group Welcomes Candace Howell as Benefit Analyst

Retirement Plan FAQs

2017 IRS Limits Forfeitures
Plan Restatements Roth 403(b)
Final Fee Disclosure Regulations Safe Harbor Plan Design Options
Automatic Enrollment Roth 401(k)
Plan Compensation  
Employee Plans Compliance Resolution System  
Fee Reasonableness  
ERISA’s Fidelity Bonding Requirement  

White Papers

ERISA 3(21) & 3(38) Investment Advisors/Managers
July 2017
Trending Toward Fee Equalization
October 2014
A Guide to Retirement Plan Fees and Expenses
July 2017
Full Scope vs. Limited Scope Audits in Retirement Plans
February 2014
Defining Expense Accounts
July 2017
Get Your Ducks in a Row
January 2014
Internal Controls for Retirement Plans
July 2017
Best Practices for Beneficiary Designations in Retirement Plans
January 2014
Lifetime Income Options: Considerations from the GAO
January 2017
Capturing the Young Saver
January 2014
Defined Contribution Recordkeeping Fees Models
December 2016
Patience is a Virtue: Understanding Short-Term
Performance in Successful Managers

January 2014
The ABCs of SRI: Understanding Socially Responsible Investments
September 2016
Addressing Retirement Readiness
January 2014
403(b) Compliance Guide
August 2016
Retirement Readiness: A Broader Perspective
December 2014
Conducting a Vendor Search: Benefits and Best Practices
January 2016
 
Feng Shui of Defined Contribution Menu Construction
April 2015
 

Upcoming Events 

10/17/17 2017 Regulatory Update
via webinar
Tax reform. Fiduciary rule. ERISA litigation. Our webinar tackles it all and breaks it down for retirement plan sponsors .Learn more + register.

Recorded Webinars

9/26/17

Is My Plan Working? Easy Ways to Evaluate Plan Success Recorded Webinar  Slides

8/29/17

Understanding Retirement Plan Fees Recorded Webinar  Slides

7/25/17

The Fiduciary Rule: What You Should Do Today to Remain Compliant Recorded Webinar  Slides

6/19/17

Pet Rock or Lyft – What’s Trending in Retirement Plans and What’s Likely to Last Recorded Webinar  Slides

5/24/17

Evaluating Target Date Funds Recorded Webinar  Slides

4/4/17

Best Practices for Retirement Plan Fiduciaries to Mitigate the Risk of Litigation Recorded Webinar  Slides

1/26/17

A Recap of 2016 as You Plan for 2017  Recorded Webinar  Slides

9/20/16

Class Action Litigation Against Fiduciaries  Recorded Webinar  Slides

7/26/16

DOL's Conflicts of Interest Rule: The Impact on Plan Sponsors   Recorded Webinar  Slides

3/29/16

Money Markets Under Siege   Recorded Webinar  Slides

2/23/16

Winning Strategies for Selecting Retirement Plan Investment Options   Recorded Webinar  Slides

01/27/16

Evaluating Target Date Funds   Recorded Webinar  Slides

12/9/15

Defined Contribution Recordkeeping Fee Models & Fee Benchmarking   Recorded Webinar  Slides   

10/28/15

Conducting a Vendor Search   Recorded Webinar  Slides

09/30/15

2015 Retirement Plan Regulatory Update   Recorded Webinar  Slides 

08/26/15

Mergers, Acquisitions, and Plans: Oh My!   Recorded Webinar  Slides 

07/08/15

Money Market Mutual Funds: Change is Coming   Recorded Webinar  Slides

06/04/15

Feng Shui of Defined Contribution Menu Construction   Recorded Webinar  Slides 

04/29/15

ERISA Fiduciary Overview for Plan Sponsors   Recorded Webinar  Slides

02/25/15

A Guide to Target Date Fund Selection and Monitoring   Recorded Webinar  Slides 

01/28/15

Recent Trends in Retirement Plan Fee Structures   Recorded Webinar  Slides

11/19/14

Get Your Ducks in a Row: 58 Questions from the Department of Labor   Slides

10/29/14

Fixed Income in Defined Contribution Plans   Slides

09/24/14

Full Scope vs. Limited Scope Audits in Retirement Plans   Recorded Webinar  Slides

08/20/14

2014 Retirement Plan Regulatory Update   Recorded Webinar  Slides

07/30/14

Evaluating the Benefits and Risks of Real Asset Funds   Recorded Webinar  Slides

05/28/14

Back to the Future: The Return of Fixed Annuities in Defined Contribution Retirement Plans   Slides

03/20/14

The Facts to Combat the Fiction When Assessing Fiduciary Risk   Recorded Webinar  Slides

02/05/14

The Ongoing Evolution of the 403(b) Plan Marketplace  Slides

12/11/13

The Impact of Department of Labor Guidance on Target Date Funds   Recorded Webinar  Slides

11/14/13

Internal Controls for Qualified Retirement Plans   Recorded Webinar

11/06/13

Top Common Code Section 403(b) Problems and Solutions   Recorded Webinar  Slides

09/17/13

Correcting Plan Errors   Presentation Slides  Recorded Webinar

06/11/13

Why Doesn’t Your Retirement Plan Work? 13 Traps that Limit the Effectiveness of Your Plan   Presentation Slides  Recorded Webinar

05/09/13

Addressing Retirement Readiness: Making Defined Contribution Work   Presentation Slides  Recorded Webinar

03/28/13

Fixed Annuities Are Back   Recorded Webinar

03/12/13

Plan Design Trends in Higher Education   Presentation Slides  Recorded Webinar

02/20/13

Investment Manager Selection   Presentation Slides  Recorded Webinar

02/07/13

The Fiscal Cliff: Crisis Averted?   Presentation Slides  Recorded Webinar

10/16/12

Improving Participant Outcomes Through Investment Menu Design   Presentation Slides  Recorded Webinar

06/21/12

Evaluating Target Date Funds: 5 Things Every Plan Sponsor Should Know About Their Target Date Funds  Presentation Slides  Recorded Webinar

04/17/12

Investment Menu Design: Best Practices for Defined Contribution Plans   Presentation Slide  Recorded Webinar

Case Studies