Broadly, an investment policy statement (IPS) is intended to outline the rules and policies pertaining to a pool of assets. For this reason, it may include asset allocation guidelines, risk tolerance, and liquidity needs. It is important to take into ...
In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Multnomah Group is proud to share that our managing principal, Erik Daley, has been named to the 2020 edition of the Financial ...
The U.S. economy shrank at a 31.4% annualized rate in Q2 (most recent available). This was a historic contraction amid the ...
Sign-up to receive our blog posts straight to your inbox.
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
One of the most important things a retirement plan service provider is responsible for is securing the Personally Identifiable ...
We continue down our path of covering the materials you should include in your fiduciary file with the third category, Fiduciary ...
2020 has brought retirement plans non-stop changes from Washington, D.C. Right before the beginning of the year, the SECURE Act ...
Many Board of Directors establish a Retirement Plan Committee to whom they formally delegate oversight of their organization’s ...
We are very proud to share that our consultant and director of vendor services, Hailey McLaughlin, has been included among the ...