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

Are New Overtime Laws Changing Your Plan?

While the SECURE Act has gotten a lot of attention in the retirement plan industry recently, and with good reason, there is ... Read more

New! Fact Sheet - Breaking Down the SECURE Act

The Setting Every Community Up for Retirement (SECURE) Act was signed into law in December 2019. The Act is the most ... Read more

Featured Webinars

Upcoming Webinar: Student Loan Debt + Financial Health + Savings Rates: A Change in Design Focus

Join our webinar as we discuss how employers are exploring innovative ways to integrate emergency savings and student loan debt repayment with their retirement benefit programs.

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