Careers
Contact Us

Resources

Thought leadership with plan fiduciary education in mind
Webinar Recording: Reviewing Retirement Plan Service Agreements
Webinars

Webinar Recording: Reviewing Retirement Plan Service Agreements

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.

Webinar Recording: ERISA Cybersecurity
Webinars

Webinar Recording: ERISA Cybersecurity

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.

2023 Regulatory Update
White Papers

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.

Webinar Recording: Ask an Advisor
Webinars

Webinar Recording: Ask an Advisor

This webinar answered questions directly from plan sponsors! We covered topics ranging from high-dividend stocks, de-risking a retirement plan, SECURE 2.0 provisions, excessive fee suits, + much more!