Thought leadership resources for retirement plan sponsors.

Re-Examining the Advisor-Recordkeeper Relationship: What Every Plan Sponsor Needs to Know

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.

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When Finance Eats Function: Private Equity, Fiduciary Advice, and the Risk to 401(k) Outcomes

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.

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2025 Regulatory Update

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

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Guide - Closing the Gap: How Transparency Can Improve Retirement Outcomes

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.

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Guide: Choosing the Right Retirement Plan Consultant: Independence, Transparency & Fiduciary Duty

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.

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Guide: Understanding the Risks and Conflicts in the "Retailification" of Retirement Plans

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.

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2024 Regulatory Update

This year's annual Regulatory Update has significantly shifted from regulation to litigation. The last two publications focused largely on SECURE 2.0 provisions and their impact on retirement plans. SECURE 2.0 remains an active topic in our industry, as many mandatory and optional provisions continue to take effect. However, the litigation focused on plan sponsors and governmental agencies has taken the spotlight.

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Navigating Retirement Plan Transitions

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.

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Guide: Cultivating Retirement Success

This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees.

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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.

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Guide: 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.

Resources

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