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.

Learn more.

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.

Learn more.

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.

Learn more.

Latest from the Blog

IRS Announces Changes to Correction Programs

On July 16, the Internal Revenue Service (IRS) announced changes to the Employee Plans Compliance Resolution System (EPCRS). ... Read more

Second Quarter 2021 Market Update

The U.S. economy grew during the first quarter of 2021 (most recent) at a 6.4% annual pace after contracting at an ... Read more

Featured Webinars

Upcoming Webinar: Financial Wellness Themes in 2021

In our upcoming webinar, we cover the financial wellness themes within our industry today as well as what plan sponsors need to know as they consider adding new financial wellness benefits to their overall employee benefits packages.

Read more

Looking for something else?