Last month I wrote a blog about new guidance the Department of Labor (DOL) issued regarding economically targeted investments (ETIs), otherwise known as environmental, social, and governance (ESG) investments or socially responsible investments (SRI). Field ...
On April 23, 2018, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued the Field ...
Fidelity made headlines last week by announcing they were going to start charging a plan service fee on assets invested in ...
Fidelity recently won a dismissal from a lawsuit brought by participants in the Delta Family-Care Savings Plan regarding the ...
Multnomah Group is pleased to announce we have been included on the National Association of Plan Advisors’ (NAPA) inaugural Top ...
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One of President Trump’s primary objectives for his first year in office was comprehensive tax reform. In April 2017, the White ...
This quarter I had two client meetings where a new member was added to the Plan’s fiduciary committee. This isn’t an uncommon ...
In recent requests for proposal (RFPs) that we have responded to for prospective clients, I have noticed an increase in the ...
Today we are excited to announce the rollout of our Participant Services solution, a comprehensive financial education and ...