Resources

Thought leadership with plan fiduciary education in mind

Investment Manager Selection for Actively-managed Funds
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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
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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.