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

Time for Plan Sponsors to Address Emergency Savings

The coronavirus pandemic has revealed what survey data had reported for years, many Americans lack access to emergency ... Read more

Daley Named to 2020 Financial Times 401 Top Retirement Advisers

Multnomah Group is proud to share that our managing principal, Erik Daley, has been named to the 2020 edition of the ... Read more

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