Notable Accolades

 TopRetirementPlanAdviser-2022-B-W-logo

 

DCAdvisorTeams_Logo_2022_email

 

2023 Best Places Logo

 

TopWomenAdvisors_2021

 

Multnomah Group has been included on PLANADVISER's "Top Retirement Plan Advisers" list 2014-2025. In 2025, five advisors made the list. It is an annual listing of the retirement plan advisors recognized in the industry in terms of a series of quantitative measures**  Multnomah Group has  been included on the
NAPA Top DC Plan Advisor Teams list in 2017-2024. This list highlights the nation’s retirement plan advisor firms. Multnomah Group is placed 11th out of more than 450 advisors included on the list, ranked by total DC plan assets supported.***
 

Multnomah Group has been recognized as a 2022 and 2023 Best Places to Work in Money Management by Pensions & Investments.  Multnomah Group was chosen as one the best places to work based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more.****

The National Association of Plan Advisors (NAPA) has recognized our consultant and director of vendor services, Hailey Fields, on its 2020 and 2021 Top Women Advisors Rising Stars list. Nominees were asked to respond to a series of questions, both quantitative and qualitative. Those questionnaires were then reviewed on an anonymized basis by a panel of judges.*****

 


**Multnomah Group has been included on PLANADVISER's "Top Retirement Plan Advisers" list 2014-2025. It is an annual listing of retirement plan advisors that stand out in the industry in terms of a series of quantitative measures. Multnomah Group had five advisors included on the list in 2025 (David Williams, Hailey Fields, Erik Daley, David Williams, Brian Montanez). To learn more about the qualifications for the recognition, including a full listing of award recipients, go to: https://blog.multnomahgroup.com/forward-thinking/2025-planadviser-top-retirement-plan-adviser
***Multnomah Group has been included on the  NAPA Top DC Plan Advisor Teams list in 2017-2024. This list highlights retirement plan advisor firms recognized for their work across the nation. In 2024, Multnomah Group placed 11th out of more than 450 advisors included on the list, ranked by total DC plan assets supported. https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2024/
****Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. For a complete list of the 2023 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2023
*****To learn more about NAPA's process and qualifications for this list, visit https://blog.multnomahgroup.com/forward-thinking/mclaughlin-named-2021-napa-top-women-advisors-rising-star.