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Thought leadership with plan fiduciary education in mind
Webinar Recording: Best Practices in Fiduciary Governance
Webinars

Webinar Recording: Best Practices in Fiduciary Governance

Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Recent litigation and audit activity from the Department of Labor has highlighted the challenges for employers without adequate governance and oversight. Well-run retirement plans nearly universally have the input, support, and decision-making of an entire committee with rules dictated by and accountability to the employer.

Fee Compression: Five Ways Providers Monetize Recordkeeping
White Papers

Fee Compression: Five Ways Providers Monetize Recordkeeping

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.

Webinar Recording: Fiduciary Fundamentals
Webinars

Webinar Recording: Fiduciary Fundamentals

Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Our "Fiduciary Fundamentals" webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.

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.

Webinar Recording: Save Time & Manage Risk by Understanding Legislation, Litigation & Regulation Impacting Retirement Plans
Webinars

Webinar Recording: Save Time & Manage Risk by Understanding Legislation, Litigation & Regulation Impacting Retirement Plans

Keeping up with the legislative landscape impacting retirement plans has been a full-time job during 2018. If you are a member of the retirement plan committee, but 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not your full-time job, then this webinar is for you.