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.
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.
Selecting a target date fund series is likely the single most important investment decision a fiduciary makes for their plan ... Read more
We recently posted an update on the Department of Labor’s (DOL) new safe harbor for electronic plan disclosures. This update ... Read more
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For our most recording, "Navigating Employee Benefits in an Evolving COVID-19 Pandemic," visit our Resources page.