Forward-thinking, objective investment advisory services.
Investment

Investment Consulting

Comprehensive investment consulting services to plan sponsors, based on fundamental research. Learn More
Investment

Vendor and Plan Management

Developing objective processes to help clients select and monitor service providers to their plan and its participants. Learn More
Investment

Fiduciary Governance

Building strong fiduciary governance structures to empower plan sponsors to proactively manage the plan to ensure its ongoing health and success. Learn More

Who is Multnomah Group?

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.

Meet the Team Explore Our Services
Multnomah Group Notable Recognitions

Committed to industry excellence.

We’re humbled by the feedback from our industry. Learn more about our recent recognitions.
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Recordkeeping RFPs:
How to Prepare, Review, and Evaluate Vendors
A Plan Sponsor Toolkit

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.

Download the Toolkit

Latest from the Blog

Time for Plan Sponsors to Address Emergency Savings

The coronavirus pandemic has revealed what survey data had reported for years, many Americans lack access to emergency ... Read more

Daley Named to 2020 Financial Times 401 Top Retirement Advisers

Multnomah Group is proud to share that our managing principal, Erik Daley, has been named to the 2020 edition of the ... Read more

Featured Webinars

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.

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