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

MIT Latest Defendant to Settle Case Regarding Breach of Fiduciary Duty

Last week, Massachusetts Institute of Technology (MIT) became the most recent higher education institution to settle a case ... Read more

What are Participants Thinking?

One of the most interesting things about working with retirement plans is that, for the most part, participants get to make ... Read more

Featured Webinars

Upcoming Webinar: Fee Allocation - How to Choose Your Model

Join us on Wednesday, September 25 at 10 am as we delve into the different fee allocations models and how to determine the right path for your retirement plan. 

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