Forward Thinking

Timely topics with plan fiduciaries in mind.

DOL Issues Final Rule on ESG
Fiduciary Governance

DOL Issues Final Rule on ESG

The Department of Labor (DOL) issued a final rule titled “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights.” The title does not mention Environmental, Social, and Governance (ESG) factors in making investment decisions, but ...

Continued Focus on Change

Continued Focus on Change

New York is my favorite city in the country to visit. I fell in love with it as a teenager and have visited dozens of times since ...

Welcome Bryson Sadama

Welcome Bryson Sadama

We are excited to share that Multnomah Group recently welcomed a new team member, Bryson Sadama.

Welcome Becca Dobson!

Welcome Becca Dobson!

We are excited to share that Multnomah Group recently welcomed a new team member, Becca Dobson.

3 C's of QDIA
Plan Design

3 C's of QDIA

Of the three most common Qualified Default Investment Alternative (QDIA) solutions, (1) balanced fund, (2) target date funds, and ...

Happy Holidays!

Happy Holidays!

During this season, we take time to reflect upon the good things we have, like our partnership with you. We appreciate working ...