Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.
As retirement plan sponsors continue to navigate a dynamic regulatory landscape, staying informed is more important than ever. Join us for a webinar where our team will break down the key developments shaping retirement plan governance in 2025.
Managing a public sector 401(a) and 457(b) deferred compensation plan comes with unique challenges, requiring administrators to balance fiduciary responsibility, cost efficiency, and participant needs. DC plans can play a critical role in the overall employee benefit offering, but require oversight of both costs and services.
ÂClosing the Gap: How Transparency Can Improve Public Retirement Outcomes explores the challenges facing governmental defined contribution plans and offers actionable solutions to improve accountability, reduce costs, and enhance participant experiences.
Managing governmental retirement plansĂÂwhether 457(b), 401(a), or othersĂÂrequires balancing fiduciary responsibility, cost efficiency, and participant outcomes. But when plans are fragmented across multiple providers, inefficiencies multiply: higher fees, underperforming investments, and administrative complexity.
As a retirement plan sponsor, your fiduciary responsibilities under ERISA are clear: act in the best interests of your participants with care, skill, and diligence. But when it comes to selecting and monitoring fiduciary retirement plan consultants, the process can be anything but clear.
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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.
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Watch as Bri Swift, Littler ERISA attorney and former DOL/EBSA investigator, Angel L. Garrett, Littler ERISA attorney, and Erik Daley, managing principal for Multnomah Group, present an insightful examination of Department of Labor retirement plan audits. This comprehensive webinar walks you through the DOL examination process, providing insider perspectives on how audits are conducted and practical guidance for before, during and after an examination. Additionally, attendees will gain forward-looking insights into potential regulatory shifts under new DOL leadership. This session offers essential knowledge for employee benefits counsel, plan sponsors and plan fiduciaries responsible for ERISA compliance and retirement plan management.
The retirement plan litigation landscape is constantly evolving. This webinar explores both current and past developments to better understand the ways plaintiffs' claims continue to evolve. ÄÂĂÂ
Explore the evolving landscape of retirement plans and the concept of "retailification," where institutional relationships are leveraged to sell retail products and services to participants.
Gain a comprehensive understanding of the evolving landscape of retirement plans and the potential risks and conflicts associated with the "retailification" trend. Learn how to manage and mitigate these conflicts to ensure the best outcomes for plan participants.