So far in this series, we've covered our three guiding priciples to investment menu design and what we look for within an investment team's structure. As we continue this series focused on investment manager selection for actively-managed funds, we will share ...
Over the course of a series of blogs, our investment research team is discussing our investment manager selection process for ...
Over the course of the next several blogs posts, our investment research team will be discussing our investment manager selection ...
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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 ...
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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 ...
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 ...