Retirement Plan Consulting

We know each plan sponsor has needs and services
unique to their company. We provide personalized attention
to the specific needs of our clients.

Multnomah Group Investment Consulting

Investment Consulting

We provide comprehensive investment advisory and consulting services to plan sponsors, acknowledging our fiduciary status for services we provide to our clients. Investment advisory and consulting services are based on fundamental research, evaluating the quantitative and qualitative factors that impact performance.

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Vendor and Plan Management

Vendor and Plan Management

Our role is to help clients prudently monitor all aspects of their plan, including investment managers, recordkeepers, and participant education service providers. We develop objective processes to help clients select recordkeepers and measure the service and related costs they provide to the plan  and its participants.

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Multnomah Group Fiduciary Governance

Fiduciary Governance

A strong fiduciary governance structure is the bedrock of a successful retirement plan program. We assist clients with the development of structures, documentation, and processes to empowers plan sponsors to proactively manage the plan to ensure its ongoing benefit to participants.

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Latest from the Blog

First Quarter 2021 Market Update

The U.S. economy expanded in the final quarter of 2020 (the most recent data available) at a 4.3% annual pace. This ... Read more

David Imhoff Obtained CFP® Certification

We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification! Read more

Featured Webinars

Upcoming Webinar: Best Practices in Fiduciary Governance

This Level 2 topic of our Fiduciary Training Program focuses on the important topic of prudent fiduciary governance.

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