Over the course of the next several blogs posts, our investment research team will be discussing our investment manager selection process for actively-managed funds. We walk through how we construct actively-managed investment menus and evaluate investment ...
ERISA Section 408(b)(2) requires service providers to the plan to provide the plan’s fiduciaries with the information they need ...
The U.S. economy grew during the first quarter of 2021 (most recent) at a 6.4% annual pace after contracting at an annualized ...
In response to the growing number of questions surrounding Environmental, Social, and Governance (ESG) investments, we've pulled ...
Many plan sponsors delegate the oversight of investments and administration of their retirement plan to a committee within their ...
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We are excited to share that Multnomah Group recently welcomed a new team member, Becca Dobson.
We are excited to share that Multnomah Group welcomed a new team member last week, Brittanie Abayare.
The Internal Revenue Service maintains the Employee Plans Compliance Resolution System (EPCRS) to provide plan sponsors with the ...
A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement ...
The U.S. economy expanded in the final quarter of 2020 (the most recent data available) at a 4.3% annual pace. This expansion ...
We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification!