Resources

Thought leadership with plan fiduciary education in mind

Upcoming Webinar: Retirement Plan Service Agreements
Webinars

Upcoming Webinar: Retirement Plan Service Agreements

Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group are presenting a joint webinar to help guide you through retirement plan service agreements.

Webinar Recording: Annual Fee Benchmarking Results
Webinars

Webinar Recording: Annual Fee Benchmarking Results

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.

Webinar Recording: ERISA Cybersecurity: Evolving Retirement Plan Risks and Responsibilities
Webinars

Webinar Recording: ERISA Cybersecurity: Evolving Retirement Plan Risks and Responsibilities

Cybersecurity is an increasingly serious issue across all industries, and recent data breaches have shown that benefit plans, sponsors, and service providers are not immune to threats. Questions we receive from plan sponsors include: What do we need to be aware of to stay vigilant in our policies and procedures? What should we do if we are aware of a breach? What can we expect if we receive a DOL audit? This webinar offers guidance regarding ERISA plan fiduciary responsibilities concerning privacy, data security, and data breaches.

2023 Regulatory Update
White Papers

2023 Regulatory Update

Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.