Resources

Thought leadership with plan fiduciary education in mind

Webinar Recording: Recordkeeping Fee Compression
Webinars

Webinar Recording: Recordkeeping Fee Compression

During this webinar, we discuss the five areas where we feel recordkeeping vendors have tried to monetize their relationship with retirement plans: Proprietary investment management, Managed accounts, IRA rollovers, Cross-selling retail financial products, and Annuitization.

Fee Compression: Five Ways Providers Monetize Recordkeeping
White Papers

Fee Compression: Five Ways Providers Monetize Recordkeeping

Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.

Webinar Recording: Fiduciary Fundamentals
Webinars

Webinar Recording: Fiduciary Fundamentals

Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Uur “Fiduciary Fundamentals” webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.

Investment Manager Selection for Actively-managed Funds
White Papers

Investment Manager Selection for Actively-managed Funds

In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.