Multnomah Group is a 100% fee-for-service consulting firm. We help clients create a world-class retirement plan for their employees without the shadow of conflicts or shareholders. Our focus is on you, the plan sponsor. We help you understand the responsibilities and navigate the complexities of overseeing your retirement plan. Our annual fiduciary program focuses on your fiduciary requirements for investment oversight, vendor and plan management, and plan governance, creating a comprehensive strategy to arm you with the tools and knowledge to positively impact the retirement readiness outcomes of your employees. We do this through a practical approach focused on our clients' needs, not the industry or the vendors within it.
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This guide seeks to describe, in simplified terms, the practices
of effective and efficient retirement plan committees. It reflects
our firm’s experiential and industry knowledge of how
retirement plan committees can be an outstanding vehicle for
the successful execution of a plan sponsor’s fiduciary duties.
Cultivating Retirement Success cover.
Our goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.
Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred ... Read more
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans. Read more
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