Forward-thinking, objective investment advisory services.

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.

retirement.jpg

Fee Compression:
Five Ways Providers
Monetize Recordkeeping

Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.

Download the White Paper

Latest from the Blog

Climbing the Ladder to an Elite Retirement Plan: Step 3 - Action: Defaults

Selecting a target date fund series is likely the single most important investment decision a fiduciary makes for their plan ... Read more

Download Our Sample E-disclosure Resource

We recently posted an update on the Department of Labor’s (DOL) new safe harbor for electronic plan disclosures. This update ... 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.

Looking for something else?