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.
Looking Ahead to Retirement Plan Committees Models
In our first blog of this series focused on a committee's understanding of the importance of continuous growth for their ... Read more
Retirement Plan Committee Historical Models
In our first blog of this series focused on a committee's understanding of the importance of continuous growth for their ... Read more
Featured Webinars
Upcoming Webinar: Understanding Fiduciary Duty - Hiring a Service Provider
Join our webinar focus on understanding the fiduciary requirements as it related to hiring a service provider to your retirement plan. This presentation is part of our L2 Fiduciary Training.
