Who really benefits from a fiduciary breach? This week, Erik reflects on insights gained from a recent conference with research organizations serving underserved communities. These small employers face immense challenges—not just in securing and managing ...
The Department of Labor (DOL) is reviewing its position on ESG investing and whether cryptocurrency is an appropriate investment ...
The U.S. defined contribution retirement system is massive, estimated at $12.4 trillion at the close of 2024. While not all plans ...
The White House is considering a directive to expand 401(k) plan access to private equity investments. This move, bypassing the ...
In this week’s update, Erik breaks down two major developments that highlight the increasing influence of private equity in the ...
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It is with great pride that we share with you that our manager research analyst, Rebecca Dobson, has officially earned the ...
Two recent judicial decisions may throw cold water on the newest trend in ERISA litigation, plan sponsors' use of forfeitures. ...
In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account ...
The latest GDP data revealed that the U.S. economy shrank in Q1. The primary driver behind this contraction was the heavy net ...
We are thrilled to share that Multnomah Group has recently welcomed two new team members, Stella Harkness and Jake Larson.
In this week's update, Erik delves into the significant market movements and their implications for retirement plan sponsors. ...