Multnomah Group is a 100% fee-for-service consulting firm. We help clients create a world-class retirement plan for their employees without the shadow of conflicts or shareholders. Our focus is on you, the plan sponsor. We help you understand the responsibilities and navigate the complexities of overseeing your retirement plan. Our annual fiduciary program focuses on your fiduciary requirements for investment oversight, vendor and plan management, and plan governance, creating a comprehensive strategy to arm you with the tools and knowledge to positively impact the retirement readiness outcomes of your employees. We do this through a practical approach focused on our clients' needs, not the industry or the vendors within it.
We’re humbled by the feedback from our industry. Learn more about our recent recognitions.
This Guide explores fiduciary obligations under the ERISA, the role of the investment fiduciary under ERISA Section 404, and how some advisors’ actions are now being challenged as unlawful in class action litigation.
SECURE 2.0 reduces the eligibility requirement from three years to two years and retains the 500 hours of service threshold. ... Read more
SECURE 2.0 includes an optional provision allowing an employer to make matching contributions based on a participant's ... Read more