Multnomah Group reviewed our client, a large, well-known public higher education system that requested assistance in developing and implementing a new target date fund suite for its plan participants. This case study explains our process to find our client a satisfactory target date fund series.
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.
This case study discusses the work we did for a small hospitality company whose retirement plan was being serviced by its payroll provider. The company was starting to feel frustrated with its plan operations.
Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group presented a joint webinar to help guide you through retirement plan service agreements.
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Watch this insightful review of previous litigation cases and explore the essential fiduciary best practices that can be gleaned from them.
Watch this recording to enhance your understanding and approach to retirement plan management in the NFP sector with insights from experienced professionals working with plan sponsors like you.
This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees.
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Cybersecurity is an increasingly serious issue across all industries, and recent data breaches have shown that benefit plans, sponsors, and service providers are not immune to threats. Questions we receive from plan sponsors include: What do we need to be aware of to stay vigilant in our policies and procedures? What should we do if we are aware of a breach? What can we expect if we receive a DOL audit? This webinar offers guidance regarding ERISA plan fiduciary responsibilities concerning privacy, data security, and data breaches.
Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.
Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2023.
This Case Study explores the challenges faced by small organizations in the management of their 401(k) retirement plans and how improved governance processes can address these issues.