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.

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Multnomah Group Notable Recognitions

Committed to industry excellence.

We’re humbled by the feedback from our industry. Learn more about our recent recognitions.

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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.

Download the Toolkit

Latest from the Blog

Equity Bear Market Gets the Publicity, Bond Market Handing Out Lots of Pain

With the Fed in full battle to break the current inflationary cycle, U.S. Treasury yields have surged over the past six ... Read more

Reconciliation of House and Senate Bills on Retirement Coming Soon

On June 14, the Senate Health, Education, Labor and Pensions (HELP) Committee approved the Retirement Improvement and ... Read more

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