The push to pass legislation allowing collective investment trusts (CITs) in 403(b) plans couldn’t get over the finish line in 2024. Despite general bipartisan support, the bill was not passed and, as we learned in School House Rock, will have to start the ...
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 ...
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Multnomah Group’s annual Regulatory Update included information related to two Department of Labor (DOL) rules issued over the ...
We are thrilled to announce the newest addition to our team, Emily Zinn, who joins us as the Director of Vendor Services. Emily ...
In our ongoing series on the Annual Regulatory Update, we’ve already covered updates from the IRS, explored legislative changes ...
In our ongoing series on the Annual Regulatory Update, we’ve already explored legislative changes and key insights from the ...
Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred vested ...
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.