Resources

Thought leadership with plan fiduciary education in mind

Retirement Plan Risk in the NFP Section
Webinars

Retirement Plan Risk in the NFP Section

Don't miss this opportunity to enhance your understanding and approach to retirement plan management in the NFP sector with insights from experienced professionals working with plan sponsors like you.

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.

How to Conduct a Successful Retirement Plan Audit
White Papers

How to Conduct a Successful Retirement Plan Audit

Conducting a retirement plan audit is a requirement for large plan sponsors governed by ERISA. By following the tips outlined in this guide, you can plan your audit effectively, gather all the necessary information, review plan operations thoroughly, and report your findings clearly, concisely, and effectively.