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.
Individuals who have suffered a financial impact due to the coronavirus pandemic may consider tapping their retirement ... Read more
Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier ... Read more
No upcoming webinars are scheduled at this time. Check back later!
For our most recording, "Navigating Employee Benefits in an Evolving COVID-19 Pandemic," visit our Resources page.