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 - 4th Qtr 2016

Capital Markets Review - 3rd Qtr 2016

Capital Markets Review - 3rd Qtr 2016 - with audio

Capital Markets Review – 2nd Qtr 2016

Capital Markets Review – 2nd Qtr 2016 – with audio

Regulatory Updates

News

2016 Regulatory Update

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

Multnomah Group Welcomes Stephanie Roupe as Consultant

Modernizing the Form 5500

Multnomah Gorup Welcomes Candace Howell as Benefit Analyst

Retirement Plan FAQs

2017 IRS Limits Forfeitures
Plan Restatements 2016 IRS Limits
2016 Compliance Calendar (12/31 Plan Year End) 2016 Compliance Calendar (6/30 Plan Year End)
Maximum Benefit and Contributions Limits for 2011-2015 Final Fee Disclosure Regulations
Automatic Enrollment Roth 403(b)
Plan Compensation Safe Harbor Plan Design Options
Employee Plans Compliance Resolution System ERISA’s Fidelity Bonding Requirement
Fee Reasonableness Roth 401(k)

White Papers

Lifetime Income Options: Considerations from the GAO  
403(b) Compliance Guide The ABCs of SRI: Understanding Socially Responsible Investments
Feng Shui of Defined Contribution Menu Construction Defined Contribution Recordkeeping Fees Models
Retirement Readiness: A Broader Perspective Trending Toward Fee Equalization
The Challenges with Participant Education 2014 Fee Benchmarking Study Results
Internal Controls for Retirement Plans Retirement Plan Committee Best Practices, Simplified        
Real Asset Funds: What Are They and Should I Use Them? Investment Manager Selection
Full Scope vs. Limited Scope Audits in Retirement Plans The Case Against Mid Cap Stock Funds
Get Your Ducks in a Row Conducting a Vendor Search: Benefits and Best Practices
Best Practices for Beneficiary Designations in Retirement Plans Defining Expense Accounts
Capturing the Young Saver Addressing Retirement Readiness
TIPS in a Rising Interest Rate Environment Qualified Default Investment Alternatives
Patience is a Virtue: Understanding Short-Term
Performance in Successful Managers
ERISA Fiduciary Responsibility: Fiduciary Reliance on Registered Investment Advisers
A Guide to Retirement Plan Fees and Expenses Payroll Systems and COLA Update    

Recorded Webinars

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