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Forward-thinking, objective investment advisory services.
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Fiduciary Governance

Building strong fiduciary governance structures to empower plan sponsors to proactively manage the plan to ensure its ongoing health and success.

 

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Plan Operations

Managing and monitoring the plan operations to ensure compliance with relevant regulations and the efficient delivery of employee benefits.

 

 

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Investment Advisory

Comprehensive investment consulting services to plan sponsors, based on fundamental research.

 

 

 

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Provider Oversight

Developing objective processes to help clients select and monitor service providers to their plan and its participants.

 

 

 

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Who is Multnomah Group?

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. 

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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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Cultivating Retirement Success:
Steamlined Best Practices
for Committees

This guide seeks to describe, in simplified terms, the practices
of effective and efficient retirement plan committees. It reflects
our firm’s experiential and industry knowledge of how
retirement plan committees can be an outstanding vehicle for
the successful execution of a plan sponsor’s fiduciary duties. 
Cultivating Retirement Success cover.

Our goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.

Download the Guide

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Three Common Fund Mapping Strategies

At some point, all good plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement ... Read more

New Fiduciary Training Resource: Retirement Income Style Awareness™

The most recent trend in retirement is to focus on retirement income. However, many conversations revolve around believing ... Read more

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