Retirement Plan Fiduciary Basics:
Fix, Focus, and Follow Through

A small 401(k) plan case study

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.

Essentials-Case-Study-CoverThis case study focuses on the lack of a due diligence process in the management of a 401(k) retirement plan, a common issue of small plan sponsors. Multnomah Group helped create a governance and review process to fix the oversight issues a
client was facing in decision making for their plan and built a more efficient review structure for the future. Download the full case study for a more detailed overview of the process and the results for this client.  

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