White Papers
Scoring Criteria for a Recordkeeping RFP
Eight review categories for plan sponsors to consider when conducting a recordkeeping RFP.
Eight review categories for plan sponsors to consider when conducting a recordkeeping RFP.
When properly drafted and followed, an Investment Policy Statement (IPS) can be a valuable tool to assist plan fiduciaries in managing and mitigating investment-related risk. Read our quick review guide to learn what material you should and should not include in your IPS.
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While there is no specific format or technical language that an Investment Policy Statement (IPS) is required to include, there are some categories of content a plan sponsor might considering incorporating into a best practice IPS.
Read our resource on the five categories of materials a plan sponsor should include in their fiduciary file.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and contains provisions that seek to expand access to lifetime income within retirement plans. Review those provisions in our fact sheet.
Plan sponsors should review the initiatives outlined within and consider how each initiative may/may not impact their plan(s).
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.
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.
In this white paper, we take an in-depth look at both 3(21) and 3(38) investment advisors and how to choose which one best suits your company's needs.
Our goal for this guide is to provide a thorough overview of the categories of retirement plan fees and the specific services typically related to each expense for plan fiduciaries.
This Guide seeks to review the current state of the retirement plan industry as it relates to standards of conduct that govern financial professionals.