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.
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.
Conducting Investment Manager Due Diligence Part 4
Let's recap, so far we've covered our three guiding priciples to investment menu design, what we look for within an ... Read more
Continued Focus on Change
New York is my favorite city in the country to visit. I fell in love with it as a teenager and have visited dozens of times ... Read more
Featured Webinars
Upcoming Webinar: 2021 Regulatory Roundtable - Top of Mind Regulatory, Legislative, and Litigation Updates
Join members of our Technical Services Committee for a round table discussion covering the legislative, regulatory, and litigation changes affecting retirement plans in 2021. We will cover topics including the updated SECURE Act provisions, the DOL's lost and missing participant guidance (+ more cybersecurity and ESG updates), an update on the fee litigation cases this past year + much more.
