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

The Long and Winding Road to Brexit

I’m guessing the United Kingdom's (UK) Prime Minister (PM) Theresa May will not be taking any vacation before March 29. That ... Read more

Investment Fund Performance In Volatile Markets

Over the last couple of months, there have been many articles written about market volatility and the need for sticking to a ... Read more

Featured Webinars

Upcoming Webinar: It’s Almost Spring: Time to Get into the Weeds of DC Plan Operations

Are you comfortable getting into the weeds as it relates to the day-to-day operations of your defined contribution retirement plan? If not, then this is the webinar for you!

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