Thought leadership resources for retirement plan sponsors.

Beyond the Perimeter: How Retirement Plans are Re-entering a Deregulated Marketplace

In this extensive resource, Erik Daley examines how retirement plans are re?entering the edges of a deregulated marketplace through collective investment trusts (CITs), private equity, private credit, insurance structures, and other non?traditional vehicles, and what that shift means for fiduciaries, participants, and the retirement system itself.

White Papers

Re-Examining the Advisor-Recordkeeper Relationship: What Every Plan Sponsor Needs to Know

The retirement plan provider landscape has shifted. Recordkeepers are no longer just administrators, they're expanding into managed accounts, rollovers, financial wellness, and wealth management services that increasingly overlap with the traditional advisor role. While often framed as "co-opetition," these relationships can quietly erode advisor independence and drive higher participant costs.

White Papers

When Finance Eats Function: Private Equity, Fiduciary Advice, and the Risk to 401(k) Outcomes

Private equity's influence on service sectors from emergency response to healthcare has revealed a troubling pattern: quality can suffer when profit extraction takes precedence. Download this guide to learn more about how private equity is reshaping the retirement advisory landscape, the risks to participant outcomes, and the steps prudent sponsors and committees can take to stay vigilant and demand transparency.

White Papers

2025 Regulatory Update

Multnomah Group's annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.

Webinars

Webinar Recording: 2025 Regulatory Update

As retirement plan sponsors continue to navigate a dynamic regulatory landscape, staying informed is more important than ever. During this webinar, our team breaks down the key developments shaping retirement plan governance in 2025.

Webinars

Webinar Recording: Smarter Retirement Planning for Public Sector

Managing a public sector 401(a) and 457(b) deferred compensation plan comes with unique challenges, requiring administrators to balance fiduciary responsibility, cost efficiency, and participant needs. DC plans can play a critical role in the overall employee benefit offering, but require oversight of both costs and services.

White Papers

Guide - Closing the Gap: How Transparency Can Improve Retirement Outcomes

Closing the Gap: How Transparency Can Improve Public Retirement Outcomes explores the challenges facing governmental defined contribution plans and offers actionable solutions to improve accountability, reduce costs, and enhance participant experiences.

Case Studies

Case Study: Streamlining Public Retirement Plans for Greater Efficiency and Value

Managing governmental retirement plans, whether 457(b), 401(a), or others, requires balancing fiduciary responsibility, cost efficiency, and participant outcomes. But when plans are fragmented across multiple providers, inefficiencies multiply: higher fees, underperforming investments, and administrative complexity.

White Papers

Guide: Choosing the Right Retirement Plan Consultant: Independence, Transparency & Fiduciary Duty

As a retirement plan sponsor, your fiduciary responsibilities under ERISA are clear: act in the best interests of your participants with care, skill, and diligence. But when it comes to selecting and monitoring fiduciary retirement plan consultants, the process can be anything but clear.

Webinars

Webinar Recording: A Review of our Annual Retirement Plan Fee Benchmarking

Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.

Webinars

Webinar Recording: Navigating DOL Retirement Plan Audits

Watch as Bri Swift, Littler ERISA attorney and former DOL/EBSA investigator, Angel L. Garrett, Littler ERISA attorney, and Erik Daley, managing principal for Multnomah Group, present an insightful examination of Department of Labor retirement plan audits. This comprehensive webinar walks you through the DOL examination process, providing insider perspectives on how audits are conducted and practical guidance for before, during and after an examination. Additionally, attendees will gain forward-looking insights into potential regulatory shifts under new DOL leadership. This session offers essential knowledge for employee benefits counsel, plan sponsors and plan fiduciaries responsible for ERISA compliance and retirement plan management.

Resources

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