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

SECURE 2.0 Provision: Tracking Long-Term, Part-time Employees

SECURE 2.0 reduces the eligibility requirement from three years to two years and retains the 500 hours of service threshold. ... Read more

SECURE 2.0 Provision – Qualified Student Loan Payments

SECURE 2.0 includes an optional provision allowing an employer to make matching contributions based on a participant's ... Read more

Featured Webinars

Webinar Recording: Ask a Retirement Plan Advisor

This webinar answered questions directly from plan sponsors! We covered topics ranging from high-dividend stocks, de-risking a retirement plan, SECURE 2.0 provisions, excessive fee suits, + much more!

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