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.
Advisor Independence: Managed Accounts and the Role of a Retirement Plan Fiduciary
This Guide explores fiduciary obligations under the ERISA, the role of the investment fiduciary under ERISA Section 404, and how some advisors’ actions are now being challenged as unlawful in class action litigation.
Two banks, Silicon Valley Bank & Signature Bank, collapsed in a crisis that evolved over the last few weeks. Silicon ... Read more
Political Ping Pong over ESG Continues: Biden Uses First Veto of Presidency to Uphold ESG Rule
The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage ... Read more
Featured Webinars
Upcoming Webinar: Understanding
Fiduciary Responsibility:
DC Retirement Plan Operations
Join us for a Fiduciary Training presentation focused on DC retirement plan operations. The Department of Labor requires employers to educate committee members on their roles and responsibilities, and our Fiduciary Training Program covers all aspects of fiduciary duty.
