Multnomah Group

Upcoming webinarA Review of Our Annual Retirement Plan Fee Benchmarking

 

Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.
Our fee benchmarking webinar will cover:
  • The importance of fee benchmarking
  • Notable key results from the 2025 data
  • Understanding peer group range
  • What to do if plan expenses are above the peer group range
  • The benefits of a full vendor search
  • Identifying other areas where recordkeepers could generate profits from your plan

Date: Thursday, June 11, 2026 at 10:00 a.m. Pacific

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