On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a Risk Alert covering target date funds. The Risk Alert was based on the OCIE staff’s examination of over 30 target date fund ...
As an investment professional, one of my biggest pet peeves are guesses (our industry calls them “forecasts”) that everyone is ...
Higher education institutions are vibrant workplaces where administrators, faculty, and staff all move toward a common purpose of ...
Recently, the IRS proposed new regulations that would change the calculations used for required minimum distributions (RMDs) for ...
On Aug. 31, 2018, President Trump issued an Executive Order (EO) that focused on key initiatives to improve the retirement ...
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The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other ...
Earlier this month, the Securities and Exchange Commission (SEC) launched an investigation into the sales and compensation ...
While the cases against 401(k)s and 403(b)s continue to make their way through the courts, these cases continue to see new legal ...
Every client we work with has established committees that are responsible for providing oversight, governance, and ultimately ...
The Department of Labor (DOL) has announced the release of a new proposed rule for safe harbor for electronic delivery of ...
When anticipating a merger or acquisition, coordinating and analyzing the impact of changes in employee benefits is often the ...
Historically, the retirement plan industry has focused on a single goal: successful retirement plan outcomes. This statement ...
The U.S. economy has steadily slowed in 2019, from 3.0% in the first quarter to 2.0% for the second quarter (most recent ...
Multnomah Group is proud to share that our managing principal, Erik Daley, and our principal, Brian Montanez, have been named to ...
On September 23, the IRS published its final regulations on hardship distributions, which can be found here. This codifies ...
We are pleased and proud to share that our consultant Hailey McLaughlin has earned her Certified Investment Management Analyst ...
Multnomah Group's 2019 Regulatory Update has been released by our Technical Services Committee.
Last week, Massachusetts Institute of Technology (MIT) became the most recent higher education institution to settle a case ...
One of the most interesting things about working with retirement plans is that, for the most part, participants get to make their ...
Please join us in welcoming Chad Greenwood to Multnomah Group! Chad is our newest retirement plan analyst and is a member of our ...
We were recently interviewed by an organization looking for an investment consultant to help make big changes to their retirement ...
Earlier this month, another of the higher education institutions serving as defendants to a slew of class action suits relative ...
This blog is part of a series focusing on how plan sponsors can improve participant outcomes and simplify participant choices ...
One of the more requested investments over the past several years has been in the area of Environmental, Social, and Governance ...
Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...
The Federal Open Market Committee (FOMC) cut the Fed Funds rate by 25 bps down to the new target range of 2.00% to 2.25%. This ...
The Federal Open Market Committee (FOMC) will be meeting over the next two days (July 30-31). With the markets awaiting the ...
This is part of a series of posts focusing on how plan sponsors can improve participant outcomes and simplify participant choices ...
Here at Multnomah Group, we've been talking quite a bit about fee consolidation - both on the recordkeeping side and on ...
At the end of last week, Secretary of Labor Andrew Acosta resigned. The resignation related not to retirement, nor matters at ...
The U.S. economy grew at an annual rate of 3.1% for the first quarter of 2019 (the most recent data available). This is now the ...
If you have been reading with us for a while, you know that this isn’t our first post related to cybersecurity. We wrote about ...
Over the past few years, we have seen a decline in interest among plan sponsors wishing to conduct a recordkeeping vendor search ...
Morningstar recently updated their mutual fund fixed income categories resulting in significant changes impacting the ...
Last year, our managing principal wrote a post titled: 2018 – The Year of Cybersecurity. I am wondering if we should revisit the ...
This is the second blog in a series focusing on how plan sponsors can improve participant outcomes and simplify participant ...
Last year, I worked on a piece that addressed the changing nature of retirement plan recordkeeping and the potential impact on ...
Below is a graph depicting the U.S. Treasury Yield Curve as of June 5, 2019:
The retirement plan industry has undergone significant changes since the passage of the Pension Protection Act of 2006 by ...
For those following retirement plan regulation and legislation, it has been a busy few days. At the end of last year, there were ...
As a plan sponsor, how well do you have a grasp on your participants’ needs? From retirement readiness presentations, to save ...
At Multnomah Group, we celebrate Spring by getting into the weeds on recordkeeping fees. During most of our meetings this quarter ...
Richard Thaler, Nobel laureate and professor of behavioral science and economics at the University of Chicago’s Booth School of ...
In a Wall Street Journal article published today, May 8, 2019, our senior consultant Bonnie Treichel had an opportunity to share ...
My colleagues have written extensively on the topic of recordkeeping fee compression and the alternative ways that recordkeeping ...
Spring is in the air, and for those of us here at Multnomah Group, that means we are in the middle of our annual recordkeeping ...
When a participant in your retirement plan goes to enroll, how are the investments in the plan selected? What about when the ...
I wrote a blog last spring on the use of custom portfolios in defined contribution plans. For background, custom portfolios are ...
The Department of Labor (DOL) not only requires employers to “get it right,” but they even help employers do it. Within the past ...
The U.S. economy slowed in the final quarter of 2018 as real GDP grew at an annual rate of 2.2% (the most recent data available). ...
Routinely, we get our consulting team together in Portland for short collaborations. During this time, we can both share ideas ...
In my last blog post, I discussed retirement plan recordkeeping consolidation and the market dynamics driving consolidation. ...
The recent news that Principal is in discussions to acquire the retirement plan recordkeeping business of Wells Fargo has raised ...
Each year, our firm completes our review of retirement plan costs, benchmarking them against our peer ranges. In 2018, we ...
We are very honored to share that we have been been recognized as a 2019 Best Places to Work for Financial Advisers as announced ...
As we prepare to close the first quarter of 2019, I think we can all take a breather from the fourth quarter of 2018. We ...
As a firm, we are currently helping clients go through a flurry of 403(b) plan restatements. The restatement period is a good ...
Multnomah Group is excited to share that we have been named one of the 2019 PLANADVISER Top 100 Retirement Plan Advisers! This is ...
I’m guessing the United Kingdom's (UK) Prime Minister (PM) Theresa May will not be taking any vacation before March 29. That is ...
Over the last couple of months, there have been many articles written about market volatility and the need for sticking to a ...
Last November, Multnomah Group celebrated our 15 year anniversary. We are proud and excited about this milestone! As part of our ...
We are excited to share with you two additions to our consulting team at Multnomah Group!
Required Minimum Distributions (RMDs) can be a headache for everyone: participants, plan sponsors, and administrators. They can ...
In the defined contribution retirement plan space, plan sponsors continue to be laser-focused on fees. According to Callan’s ...
At some point, all good plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a ...
By now you likely have read every article about the top trends in benefits in 2019. You may be yearning to get the next great ...
On Monday, we released our Capital Markets Update for Dec. 31, 2018. It was bleak with the S&P 500 down 13.5% in the quarter, ...
Recently, I have been sharing my opinion on the structural changes impacting how retirement plan services are provided and paid ...
The U.S. economic expansion continues, but slower growth is coming. Real GDP grew at an annual rate of 3.4% (quarter over ...
We're excited to share with you our first white paper for 2019! Authored by senior investment analyst Tina Beltrone and ...
With the New Year comes an interest in New Year’s resolutions. For plan fiduciaries that offer a managed account solution, I ...
The financial planning industry has moved away from targeting total portfolio value needed at retirement to annual income needed ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
ERISA litigation ramped up in the mid-2000s and experienced a growth of new cases filed between 2008 and 2009 and again recently, ...
There are multiple investment options within the stable value marketplace which include insurance company general account ...
This is the third post in a series on investment menu design topics. This post will focus on the investment vehicles that are ...
November marks a milestone for Multnomah Group – 15 years in business! Founding principals Erik Daley and Scott Cameron reflect ...
Have you ever felt like retirement plans are a lot like household chores? Just like the laundry and the dishes, it’s ...
Recently, there has been attention paid to retirement income projections as a way to help participants fully understand their ...
The play Glengarry Glen Ross covers two days in the lives of desperate real estate agents trying to sell land to unwitting ...
The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other ...
Having recently finished our client meeting where we benchmark plan recordkeeping fees, I have received more than a few questions ...
In my last post I discussed some of the fundamental beliefs that serve as the starting point for our work with retirement plan ...
Recently, the Tax Exempt and Government Entities (TE/GE) Business Operating Division issued their Fiscal Year 2019 Program ...
The Federal Reserve Open Market Committee (FOMC) raised the Target Federal Funds Rate (Fed Funds) to the range of 2.00% to 2.25% ...
Just days after the 10th anniversary of the start of the 2008 –2009 market crash, volatility has returned. On Wednesday, the Dow ...
The U.S. economic expansion continued into its tenth year as the nation’s second-longest expansion on record. Real GDP grew at a ...
I am writing this blog post on the 10-year anniversary of the beginning of the great recession of 2008. On Oct. 9, 2007 the Dow ...
A topic we see crop up again and again with our clients is financial wellness programs. We continue to see interest from clients ...
Multnomah Group's 2018 Regulatory Update has been released by our Technical Services Committee. We know keeping up with the ...
What is a mutual fund expense ratio? Well, we know that an expense ratio of a mutual fund is the fee you pay, expressed as a ...
Multnomah Group is proud to share that we have been named to the 2018 edition of the Financial Times 401 Top Retirement Plan ...
Last week, I published a blog post regarding Fidelity’s recent price cut on their index fund family. In that post, I gave a few ...
We are excited to share with you the launch of our new, redesigned website! The updated site includes some changes to navigation, ...
Late last year, MSCI and S&P Dow Jones Indices announced changes to their Global Industry Classification Standard (GICS®). The ...
Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut ...
Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...
If you have been watching the evolution of ERISA fee litigation since the mid-2000s, you have seen some consistency with respect ...
It is challenging to compare fees within stable value pooled fund products. The level of transparency differs for each manager as ...
On Friday, Aug. 31, 2018, President Trump turned his attention to retirement plans, as he signed an Executive Order with three ...
Over the summer, we have had substantial changes happening here at Multnomah Group. First, our office move in July and now we’re ...
As the economy has improved, organizations and their human resources departments have been forced to retool and refocus – ...
Over my last several blog posts, I have been detailing the ancillary revenue sources that have allowed retirement plan ...
Over the summer, I have been working on a handful of pieces related to pricing in the defined contribution recordkeeping ...
Once upon a time, asset custodians and recordkeepers were selected based on the quality of the investment products they managed ...
As you map out your benefits strategy for the coming year, what’s on the menu? Do you have a high deductible health plan (HDHP) ...
The Federal Reserve (Fed) began raising the Fed Funds Rate, which is the benchmark interest rate banks charge one another for ...
When it comes to retirement plan class action cases under ERISA, there is one word you don’t hear a lot: trial. Most cases settle ...
In my third blog focused on automatic enrollment, I want to discuss the different types of automatic enrollment designs and ...
On July 17, I wrote the blog, Automatic Enrollment: Participant Perspective. In this post, I want to walk you through the ...
In this, our second in the series on factor investing (you can find the first blog here), we dissect the return premium inherent ...
FTSE Russell provides a series of U.S. equity indexes that are commonly used benchmarks for both active and passive investors. ...
After concluding my second quarter client meetings, I was surprised by the number of clients who wanted to discuss how their ...
A strong U.S. economy gave the Federal Reserve confidence to raise interest rates again in June to a new target range for the fed ...
I recently hosted an audiocast with Summer Conley, a partner at Drinker Biddle, in which we discussed tips for maintaining a ...
Vanguard’s 17th edition of How America Saves 2018 was recently released. Everything you ever wanted to know about 2017 defined ...
We’re excited to share with you that we have moved to a new office location in the U.S. Bancorp Tower in downtown Portland! As ...
Some of you may be fatigued by the term “fiduciary rule” and rightfully so because the saga of the Department of Labor (DOL) ...
My colleague, Erik Daley, recently wrote a blog on the trends we are seeing in recordkeeping fees. Every year during the second ...
Last month I wrote a blog about new guidance the Department of Labor (DOL) issued regarding economically targeted investments ...
Firmwide we completed our annual review of retirement plan costs, benchmarking them against our peer ranges. Yet again, prices ...
Back on May 31, I wrote a blog post relating to the 19 class action cases brought against higher education institutions. That ...
Occasionally, we are asked about the use of custom portfolios, whether target date or target risk portfolios, for use in defined ...
The past month has been a busy one for the 19 class action cases making their way through federal courts across the country.
Multnomah Group’s investment philosophy rests heavily on the belief that “beating the market” is exceptionally difficult. Our ...
Are you offering a high deductible health plan (HDHP) to your employees? If so, is the HDHP accompanied by a health savings ...
I work with a lot of 403(b) plans. This means my daily work life can be very complicated, especially when it comes to ...
Morningstar recently published their review of the target date product marketplace through 2017. Since 2008, target date mutual ...
In 2004, the Department of Labor (DOL) launched the “Getting it Right – Know Your Fiduciary Responsibilities” campaign. The ...
Over the past couple of years, defined contribution plan recordkeepers have modified their set of services to account for ...
On April 23, 2018, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued the Field ...
“Choosing a financial professional is an important decision,” says the Securities and Exchange Commission (SEC), in its recently ...
Yep, it’s that time again; time to ensure your plan participants’ money and plan fiduciaries are protected. Over the next ...
I had a chance to watch some of Mark Zuckerberg’s testimony to Congress. The past 24 months have helped inform the entire country ...
The current U.S. economic expansion is in its ninth year, the third longest on record. Real GDP grew at an annualized rate of ...
Later in the month, my colleague will be hosting a webinar on the significant uptick in participant litigation against retirement ...
We all intuitively know that picking actively-managed mutual funds solely based on past performance is a bad idea. In fact, ...
As a retirement plan advisory firm, we devote a significant amount of time to assisting plan sponsors in the selection and ...
Since the Department of Labor’s Fiduciary Rule (fiduciary rule) was proposed in 2015, there have been staunch proponents and ...
In February of this year, the Internal Revenue Service (IRS) extended audit guidelines to their auditors related to required ...
The Chicago Mercantile Exchange (CME) provides a continuously updated look into the implied probability of policy changes from ...
As the reliance on defined contribution plans for retirement security continues to grow, participants are required to make ...
A U.S. District Court ruled recently to certify a large class of plaintiffs in the Employee Retirement Income Security Act ...
2017 was one of the least volatile years on record for the U.S. equity markets. The average daily level of the VIX, a measure of ...
If you are following along in the conversation regarding Health Savings Accounts (HSAs) as a mechanism to help your employees ...
As an institutional retirement plan consultant, I spend an enormous amount of time educating myself and staying current on ...
We all have heard that the U.S. stock market has historically produced an annualized return of 8%. This 8% is used as the input ...
Clients often wonder why we Watch List plan investments rather than automatically recommending funds for removal, particularly ...
Multnomah Group is excited to share that we have been named one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers! This is ...
Fidelity made headlines last week by announcing they were going to start charging a plan service fee on assets invested in ...
Multnomah Group is proud to share that our senior consultant Bonnie Treichel has earned her Certified Health Savings Adviser ...
Health Savings Accounts (HSAs) are still in their infancy, but they are growing rapidly and are particularly popular among ...
I know it’s a trope, but one that annually I voluntarily participate in - creating resolutions to ring in the New Year. The list ...
Hopefully while you were celebrating the holidays this year you noticed the U.S. Congress passed, and on Dec. 22, 2017 President ...
The U.S. economy grew at an annualized rate of 3.2% in the most recent quarter, the fastest pace in more than two years. The ...
We are excited to share we’ve expanded our team with the hiring of David Williams, CFA, as a senior consultant and David Imhoff ...
2017 was yet another banner year for investors with the Standard & Poor’s 500 Index providing a total return of 21.8%. This same ...
We are pleased to welcome Becki Koldsbaek as our compliance support specialist! In Becki's role, she is responsible for ...
A key objective of the Trump administration has been less regulation. Looking back to Feb. 3, 2017, President Trump signed a ...
Under Employee Retirement Income Security Act (ERISA), each plan sponsor must notify the IRS of a terminated employee who has a ...
The investment process and portfolio construction go hand-in-hand as the test of a manager’s investment philosophy. The process ...
Since the proposed rule was released in 2015[1], it has been a long and bumpy road for the Department of Labor’s Fiduciary Rule. ...
What is Multnomah Group looking for within a mutual fund’s team structure? There are no hard and fast rules for how a team should ...
Yesterday on our blog, Erik warned that the Senate Committee on Finance was preparing to release their tax reform proposal and, ...
There is an expectation that the Senate may release their proposed version of a tax reform bill today. With the proposed House ...
Earlier this year, Scott Cameron outlined some of the options around tax reform as it relates to retirement plans, but now the ...
Autumn is upon us; the nights are closing in, and your auditor has left the building. At least for many of my clients with an ...
According to the 2017 Investment Company Fact Book published by the Investment Company Institute, investors’ capital in defined ...
The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other ...
The U.S. economy grew at an annualized rate of 3.1% in the most recent quarter, recording its quickest pace in more than two ...
In a prior post, I discussed cybersecurity and the fiduciary responsibility that plan sponsors have to participants to put in ...
Fidelity recently won a dismissal from a lawsuit brought by participants in the Delta Family-Care Savings Plan regarding the ...
As I mentioned in my August blog post, “Monitoring Recordkeepers’ Advice and Education Services: Things to Consider,” ...
You may begin to notice a few changes around Multnomah Group’s digital space. We are happy to announce the launch of our new ...
Multnomah Group is proud to announce that we have been named to the 2017 edition of the Financial Times 401 Top Retirement Plan ...
BlackRock, the large investment company based in New York, recently slashed prices for many of their passive index offerings in ...
Colleges and universities became the new target in retirement plan litigation in August 2016. Since then, 16 elite colleges and ...
Multnomah Group is pleased to announce we have been included on the National Association of Plan Advisors’ (NAPA) inaugural Top ...
With thousands of mutual fund offerings within the actively-managed fund space, how does Multnomah Group successfully identify ...
I am very fortunate to have the opportunity to work with exceptional organizations and assist them in managing one of their ...
Retirement plan investment menu design depends on two key decisions: what asset classes are to be included and what mutual funds ...
One of President Trump’s primary objectives for his first year in office was comprehensive tax reform. In April 2017, the White ...
When you think about the headlines related to ERISA class action cases, you usually see a lot of settlements because very few ...
If you are reading this blog, you surely understand that plan fiduciaries have an obligation to monitor their investments and the ...
In her latest blog post Tina Beltrone, our senior investment analyst, rightly notes the following: “Active and passive strategies ...
This quarter I had two client meetings where a new member was added to the Plan’s fiduciary committee. This isn’t an uncommon ...
When onboarding new clients, we typically have the opportunity to review work previously done by consulting firms who worked with ...
It is a well-known fact that few active managers can consistently beat the market, especially over long-term periods. In fact, ...
This week it became known that the Department of Labor is proposing another extension to the fiduciary rule – this time as an ...
Some indices have come to dominate asset class investing, such as the Russell 1000® Value, used to represent the large cap value ...
You read it right. You are on the right blog. This is still the Multnomah Group blog, and we still work with retirement plans. ...
In the past, we have written several pieces to help sponsors stand up to a retirement plan committee (See most recent: Internal ...
According to the Department of Labor (DOL): “Among other duties, fiduciaries have a responsibility to ensure that the services ...
According to a 2017 study provided by the World Bank, emerging countries are expected to continue to represent an increasingly ...
In recent requests for proposal (RFPs) that we have responded to for prospective clients, I have noticed an increase in the ...
The U.S. economy plodded along at an annualized rate of 1.4% in the first quarter. This is consistent with the late stage ...
Every time I open my newsfeed, there seems to be another cyberattack, and no single industry is immune. From pharmaceutical ...
We assign funds to any number of categories for comparative purposes: large cap or small cap, foreign equity or domestic, value ...
Did you know that about 40% of the gain from the FTSE Russell 1000 Growth Index for the first five months of 2017 was from six ...
As predicted, the Federal Open Market Committee (FOMC) raised the federal funds rate by 25 basis points (bps), now 1.00% to ...
My career, and the careers of many of the employees working in our office, is dedicated to helping design and maintain effective ...
The turnover ratio is a rather mundane statistic that tends not to attract much notice until we see an outlier, such as 293%. In ...
Background What we once thought was dead, is in fact alive. The Department of Labor’s Fiduciary Rule applicability date and its ...
You may recall the 12 class action lawsuits that were filed against some big-name colleges and universities at the end of last ...
Lately, I’ve been asked a lot about the difference between an ERISA 3(21) and a 3(38) investment fiduciary.
Rebalancing is the practice of getting your portfolio asset allocation back to strategic targets. This is largely done for the ...
Here at Multnomah Group, we believe it’s never too early to start teaching children about smart money management and how to ...
Over the past several weeks I have been working on a broad fiduciary audit of a retirement plan to assist their committee in ...
Looking back at 2016, it was quite a financial roller coaster. For the first six weeks of 2016 as the market rapidly declined, it ...
President Trump’s second pick for Secretary of Labor was confirmed by the Senate on Thursday, April 27.
After a strong third quarter, the U.S. economy advanced at a more moderate pace, growing at an annualized rate of 2.1% in the ...
For those following along in the saga of the Labor Department’s Fiduciary Rule, this post will come as no surprise. Set to start ...
Hardships are distributions from the retirement plan that are made because of an immediate and heavy financial need in an amount ...
Despite the lack of a confirmed Secretary of the Labor Department1, the Department has acted on President Trump’s February 3, ...
Andrew Puzder, President Trump’s pick for labor secretary, has withdrawn his name from the nomination, prior to his scheduled ...
Since November, there have been rumors that the Department of Labor’s Fiduciary Rule (also referred to as the Conflicts of ...
Many times, plan sponsors and their service providers put all of their energy into enrolling and educating new participants about ...
Market pundits often react to market action, seemingly providing schizophrenic predictions of future market returns. Since ...
The U.S. economy is showing signs of life as third quarter GDP grew at the fastest pace in two years. Core CPI, which excludes ...
The Internal Revenue Service has announced the cost‑of‑living adjustments (“COLA”) affecting pension plans and other ...
Financial Finesse recently released its 2016 ROI Special Report. The report served as a case study that evaluated workplace ...
Recall the twelve lawsuits filed by Schlichter Bogard & Denton against colleges and universities back in August? (If not, read ...
“Do we have any socially responsible funds within the plan?” The question usually comes to us from the human resources department ...
Multnomah Group is pleased to announce the firm has been included—for the second consecutive year—in the 2016 Financial Times 401 ...
Much of our recent correspondence with clients has centered around the current litigation taking aim at colleges and ...
Last month, Erik Daley, Managing Principal and Founder of Multnomah Group, posted about litigation related to money market funds ...
Today we are excited to announce the rollout of our Participant Services solution, a comprehensive financial education and ...
Many active fundamental growth managers have struggled to outperform their peer groups for the 1-year period ending June 30th. ...
Historically, 403(b) plans have generally stayed out of the crosshairs of excessive fee litigation. Until recently, the ...
Tis the season for Form 5500 filings. For those of you that have been thinking of Form 5500 filings, so too has the Department ...
Candace Howell joins Multnomah Group as its newest Benefit Analyst with the firm. In her role, Candace will work with Multnomah ...
Filed in May 2016 in the U.S. District Court of Minnesota, the case of Damberg v. LaMettry’s Collision Inc. represents not only ...
Markets shrugged off negative headlines and mixed economic news to finish the second quarter strong. The Brexit decision rocked ...
Following its announcement on April 6, the Department of Labor (the “Department”) published its Conflict of Interest Rule1 and ...
Plaintiffs’ attorneys in class action litigation against retirement plan fiduciaries are continuing to raise the bar regarding ...
During the past few years, the 401(k) industry has adjusted to an increasing volume of litigation over fee transparency and ...
Bonnie Treichel joins Multnomah Group as its newest Senior Consultant and Chief Compliance Officer for Multnomah Group. She is ...
I work in retirement plans every day, so when a letter from the Employee Benefits Security Agency (EBSA) of the Department of ...
The U.S. economy continues to muddle through at a very slow pace. 1st quarter GDP came in at a tepid 0.5% rate. Capital ...
Multnomah Group is pleased to announce the hiring of Rex Kim as a Senior Consultant with the firm. In his role Rex will be a ...
Multnomah Group is pleased to announce it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. The ...
The US economy continued to improve through Q4, although the recovery remained fragile with pockets of weakness. Real GDP ...
Intel Corporation was recently sued over its use of custom target date funds within its retirement programs. The lawsuit alleges ...
On October 22, 2015 the U.S. Department of Labor (DOL) issued new guidance on economically targeted investments (ETIs) in ...
In August, the Center for Retirement Research at Boston College published a study testing whether mutual fund companies providing ...
Through the 3rd quarter, the US economy continues to improve, although the recovery remains fragile. GDP growth bounced back ...
On October 21, 2015, the IRS announced1 dollar limitations for pension plans and other retirement-related items for tax year ...
Constructing a retirement plan menu is about more than just filling in the style boxes – we also need to understand how each ...
Earlier this year, planadviser magazine included Multnomah Group in its "Top 100 Retirement Plan Advisers" listing for 2015. The ...
In 2010, the DOL ERISA Advisory Council studied Employee Benefit Plan Auditing and Financial Reporting Models. In their report, ...
The U.S. Department of Labor (DOL) recently released a study of the quality of 400 retirement plan audits, taken as a sample from ...
Multnomah Group is pleased to announce that we have been included in the inaugural 2015 Financial Times Top 401 Retirement Plan ...
In a recent IRS newsletter (Issue No. 2015-4, April 1, 2015) the IRS reiterated the requirement that qualified plan sponsors must ...
On May 18, 2015 the Supreme Court of the United States ruled in favor of petitioners in Tibble Et. Al. v. Edison International ...
The economy continued to improve in the fourth quarter of 2014 as Real GDP posted at 2.2%. Strong job growth, lower energy costs ...
Back in November 2014, I listed 5 reasons why the US Retirement System is working. Increasing average account balances and ...
For the second year in a row, Multnomah Group was mentioned in planadviser magazine's "Top 100 Retirement Plan Advisers List." ...
The economy continued to improve in Q4 2014. Third quarter statistics were released, showing GDP growth of 5% and a consumer ...
In the 401(k), 403(b), and 457 Defined Contribution (DC) marketplaces, it is generally the participant who is charged with the ...
For most Americans, their Social Security benefits are a critical component in successfully achieving their planned retirement. ...
On October 2nd the Supreme Court of the United States agreed to consider the statute of limitations issue from the Ninth Circuit ...
Multnomah Group announced today the addition of Amy Ouellette, CFP®, ERPA, QPA as a new Investment Consultant working out of the ...
Almost every working day, I am deluged with studies and articles decrying how far behind US workers are in saving for retirement. ...
In recent weeks, we have seen a number of articles that are beginning to bring new light to the massive potential conflicts ...
Today the Internal Revenue Service announced cost‑of‑living adjustments affecting pension plans and other retirement-related ...
Our 3rd Quarter 2014 Capital Markets Review describes a weak global environment for capital markets. The U.S. economy continued ...
We have spent a fair amount of time over the last week addressing questions about a high profile portfolio manager departure and ...
Be wary of any retirement service provider who doesn’t send you a bill. Your retirement plan adviser and other service providers ...
Over the past decade or so, I have reviewed countless management letters written by retirement plan auditors that cite a number ...
We have the great fortune of being asked on occasion to speak on topics we care about deeply and think can impact our clients and ...
Last week Morningstar acquired HelloWallet, a provider of employee financial wellness software, in a deal that for the most part ...
On Tuesday, March 11, 2014, the Department of Labor (DOL) issued a proposed rule (see the News Release) that would require ...
A 3 step process is the best approach. In the past few weeks I have had a couple of conversations with plan sponsors who were ...
Recently, our firm's Chief Investment Officer, Scott Cameron, was quoted in a piece on CNBC, "Inflation risk low, investors ...
New Department of Labor disclosure and filing requirements seem to pop-up each year, making it more and more difficult to stay on ...
A few weeks ago I read a great blog post from Fred Reish of Drinker Biddle entitled “Investment Policy Statement: Friend or ...
2013 was a banner year for stock investors as economic growth and improving investor sentiment drove the market. The risk that ...
This week we were notified that planadviser magazine had included us in their "Top 100 Retirement Plan Advisers" listing for ...