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

Three Phases of a Recordkeeping Vendor Search

You’ve decided it is time to conduct a full recordkeeping vendor search, and you know it can be a detail-laden, ... Read more

RFP Scoring Criteria: Part 3

As we covered in Part 1 and Part 2 of this series, recordkeeping and administration of retirement plans is multifaceted, and ... Read more

Featured Webinars

Upcoming Webinar: Understanding Retirement Plan Vendor Conflicts

Join our webinar focused on why understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.

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