Managing governmental retirement planswhether 457(b), 401(a), or othersrequires 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.
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.
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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.
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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.
The retirement plan litigation landscape is constantly evolving. This webinar explores both current and past developments to better understand the ways plaintiffs' claims continue to evolve. Â
Explore the evolving landscape of retirement plans and the concept of "retailification," where institutional relationships are leveraged to sell retail products and services to participants.
Gain a comprehensive understanding of the evolving landscape of retirement plans and the potential risks and conflicts associated with the "retailification" trend. Learn how to manage and mitigate these conflicts to ensure the best outcomes for plan participants.
Our annual Regulatory Update webinar is geared toward helping plan sponsors stay ahead of the regulatory and legislative curve and ensure their retirement plans are compliant and optimized.
This year's annual Regulatory Update has significantly shifted from regulation to litigation. The last two publications focused largely on SECURE 2.0 provisions and their impact on retirement plans. SECURE 2.0 remains an active topic in our industry, as many mandatory and optional provisions continue to take effect. However, the litigation focused on plan sponsors and governmental agencies has taken the spotlight.
Multnomah Group reviewed our client, a large, well-known public higher education system that requested assistance in developing and implementing a new target date fund suite for its plan participants. This case study explains our process to find our client a satisfactory target date fund series.
Transitioning your retirement plan from one recordkeeper to another can be a complex and significant undertaking. In this guide, we will walk you through how to navigate the challenges of such transitions while offering best practices to ensure a seamless experience for both plan sponsors and participants.