A target date glidepath reflects how a fund’s mix of investments changes over time. When participants are further away from retirement, the asset mix is more growth-oriented, holding a higher percentage of equities. As participants near their retirement date, ...
As we have covered three of the five categories (Legal Plan Documents, Service Provider Contracts & Communications, and ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
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Broadly, an investment policy statement (IPS) is intended to outline the rules and policies pertaining to a pool of assets. For ...
In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had ...
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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 ...
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 ...