Multnomah Group is a 100% fee-for-service consulting firm. We serve our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients. Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.
Recordkeepers are a critical partner in a successful retirement plan and monitoring their services and fees is one of the most important duties of a fiduciary. Periodic benchmarking can help keep a plan's fees in line with the marketplace but is not a replacement for a full vendor search process. We also understand that recordkeeping RFPs are can feel complicated and overwhelming for plan sponsors. For that reason, we have pulled together a toolkit of information for plan sponsors looking to conduct an RFP, but unsure where to start or what to do.
As we have covered three of the five categories (Legal Plan Documents, Service Provider Contracts & Communications, ... Read more
We are excited to share that Multnomah Group welcomed a new team member last week, Rachel Coons. Read more
No upcoming webinars are scheduled at this time. Check back later!
For our most recording, "Navigating Employee Benefits in an Evolving COVID-19 Pandemic," visit our Resources page.