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.
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.
Fair vs. Equal: A Fee Allocation Showdown - Part Two
At Multnomah Group, we celebrate Spring by getting into the weeds on recordkeeping fees. During most of our meetings this ... Read more
Doth Protest Too Much
Richard Thaler, Nobel laureate and professor of behavioral science and economics at the University of Chicago’s Booth School ... Read more
Featured Webinars
Upcoming Webinar: Understanding Fiduciary Duty: Hiring a Service Provider
The DOL allows fiduciaries to hire service providers to handle fiduciary functions where the committee lacks expertise. Join us on 5/22 at 10 a.m. as we discuss a section of our Fiduciary Training Program focused on service providers and their fees.
