A stronger retirement plan starts with a stronger foundation. Download The Compliant Foundation to learn how governing documents, provider structure, and fiduciary oversight create the framework for long-term plan success
The 2026 Regulatory Update summarizes significant legal, regulatory, legislative, and investment developments affecting retirement plan sponsors and fiduciaries. It covers ERISA litigation, Department of Labor guidance, IRS requirements, proposed federal legislation, and the growing use of private-market investments and guaranteed-income products in defined contribution plans.
Governmental retirement plans operate without a safety net. For many participants, these plans represent their most important financial institution, and often their only path to retirement security. In "Governing Without a Safety Net," we explain how thoughtful governance frameworks include clear charters, documented processes, disciplined investment oversight, and continuous learning.
In this extensive resource, Erik Daley examines how retirement plans are re?entering the edges of a deregulated marketplace through collective investment trusts (CITs), private equity, private credit, insurance structures, and other non?traditional vehicles, and what that shift means for fiduciaries, participants, and the retirement system itself.
The retirement plan provider landscape has shifted. Recordkeepers are no longer just administrators, they're expanding into managed accounts, rollovers, financial wellness, and wealth management services that increasingly overlap with the traditional advisor role. While often framed as "co-opetition," these relationships can quietly erode advisor independence and drive higher participant costs.
Private equity's influence on service sectors from emergency response to healthcare has revealed a troubling pattern: quality can suffer when profit extraction takes precedence. Download this guide to learn more about how private equity is reshaping the retirement advisory landscape, the risks to participant outcomes, and the steps prudent sponsors and committees can take to stay vigilant and demand transparency.
Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.
Closing 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.
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.
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.
Transitioning your retirement plan from one recordkeeper to another can be a complex and significant undertaking. In this guide, we will walk you through how to navigate the challenges of such transitions while offering best practices to ensure a seamless experience for both plan sponsors and participants.