Resources

Thought leadership with plan fiduciary education in mind

Upcoming Webinar: Don't Forget the Disclosures
Webinars

Upcoming Webinar: Don't Forget the Disclosures

Plan documents, fee disclosures, annual reports - these documents (and more) are all required participants notices as directed by ERISA. Do you know how you should deliver these notices or if you can hire an outside provider to help you engage your participants? We will cover these questions and more in the next installment of our Fiduciary Training Program focused on employee engagement and required notices.

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.

Defining Expense Accounts
White Papers

Defining Expense Accounts

What IS a Plan Expense Account, also known as an ERISA Account, ERISA Budgets Account, or Revenue-Sharing Account, to name a few? Simply put, it's an account within the Plan to which your Plan's recordkeeper makes deposits to be used by the plan administrator.

The Nuts and Bolts of Health Savings Accounts

The Nuts and Bolts of Health Savings Accounts

Healthcare costs are rising in retirement. Many employers are utilizing high-deductible health plans as an option for their employees. During this webinar, we lead plan sponsors through the nuts and bolts of HSAs.

Top 5 Retirement Plan Resolutions for 2018
Webinars

Top 5 Retirement Plan Resolutions for 2018

As a plan sponsor, there may be many things you want to do or change in your retirement plan this year, like increasing participation rates or improving investor returns, likely the same goals you set back in 2017. In this webinar, Multnomah Group focuses on five pillars of plan health you can focus on this year and how to reasonably achieve them and recognize the benefits.

Is My Plan Working? Easy Ways to Evaluate Plan Success
Webinars

Is My Plan Working? Easy Ways to Evaluate Plan Success

We share straightforward ways to evaluate indicators of plan health. We discuss how plan fiduciaries should approach retirement plan goal setting, and how you can move your retirement plan committee from a reactive committee to a group whose decisions are outlined by goals and measured for accountability.

Understanding Retirement Plan Fees
Webinars

Understanding Retirement Plan Fees

During this webinar we shed light onto this opaque area and break down the common fees found in retirement plans in hopes of helping retirement plan sponsors achieve a greater understanding of their Plan's fees.

A Recap of 2016 as You Plan for 2017
Webinars

A Recap of 2016 as You Plan for 2017

2016 was a busy year in the retirement plan marketplace and a year that brought sweeping regulatory changes for industry professionals, followed by shifts in the political landscape that create a lack of predictability for what's to come.

DOL's Conflicts of Interest Rule: the Impact on Plan Sponsors
Webinars

DOL's Conflicts of Interest Rule: the Impact on Plan Sponsors

The Department of Labor published its highly-anticipated Conflict of Interest Rule and regulatory package on April 8, 2016. This sweeping regulatory package expands the scope of the fiduciary definition for those who provide investment advice to employers and employees in workplace retirement plans and to individual retirement accounts (IRAs).

Best Practices for Beneficiary Designations in Retirement Plans

Best Practices for Beneficiary Designations in Retirement Plans

Issues for plan sponsors to consider when it comes to beneficiary designations are very broad. There is no "one-size fits all" answer when designing a retirement plan to deal with beneficiary designations. The right approach for your plan will be based on a number of facts and circumstances. Listed below are just a few of the issues plan sponsors should consider when administering beneficiary designations.

When Less is More
Case Studies

When Less is More

Case Study: An independent, non-profit research institute with 401(a), 403(b), and 457(b) plans split between two low-cost vendors, seeks to improve participant outcomes while further reducing the cost of investing to participants.