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.
As an investment professional, one of my biggest pet peeves are guesses (our industry calls them “forecasts”) that everyone ... Read more
Higher education institutions are vibrant workplaces where administrators, faculty, and staff all move toward a common ... Read more
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For our most recent webinar recording, "Regulatory Focus - Impacts to Retirement Plans in 2019," visit our Resources page.