We are excited to share that for the third year in a row, six of our advisors have been included on the PLANADVISER Top Retirement Plan Adviser list! The 2025 Top Retirement Plan Advisers list includes more than 249 advisers who stand out for their service of ...
In the recent case of Utah v. Micone, No. 2:23-CV-016-Z (N.D. Tex. Feb. 14, 2025), the U.S. District Court for the Northern ...
The retirement plan marketplace is undergoing significant changes, with plan sponsors increasingly addressing a broad array of ...
A Federal judge in the Northern District of Texas has ruled in favor of the plaintiffs in the ESG-focused case Spence v. American ...
Sign-up to receive our blog posts straight to your inbox.
The push to pass legislation allowing collective investment trusts (CITs) in 403(b) plans couldn’t get over the finish line in ...
Season's Greetings from all of us at Multnomah Group! Wishing you and your loved ones a joyous holiday season filled with warmth, ...
UnitedHealth Group (UHG) has agreed to a $69 million settlement to end the case of Snyder v. UnitedHealth Group. The settlement ...
Each year, our DEI Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
We have come to the end of our Regulatory Update blog series, so far we have covered updates from the IRS, explored legislative ...
Multnomah Group’s annual Regulatory Update included information related to two Department of Labor (DOL) rules issued over the ...