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

Caring About Our Communities: We Believe In Portland Volunteer Event

Last week, we took part in the first annual We Believe in Portland clean-up with AdoptOneBlock, Thesis and Boly:Welch. It ... Read more

9th Circuit Decision Shines a Spotlight on ‘Prohibited Transaction’ Definition

The 9th Circuit Court of Appeals reversed a lower court’s summary judgment decision in favor of AT&T in the case ... Read more

Featured Webinars

Upcoming Webinar: 2023 Regulatory Update

Join members of our Technical Services Committee for a review and discussion covering the legislative, regulatory, and litigation changes affecting retirement plans in 2023.

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