Quarterly Market Commentary Caryn Sanchez walks through our quarterly market commentary for the fourth quarter of 2025. You can listen to it here: Her full coverage is below. The Economy The fourth quarter was shaped by a historic 43‑day federal government ...
At the end of last year, the DOL filed amicus (friend of the court) briefs in two ERISA breach of fiduciary duty cases. In both ...
Start the year informed! In this week’s Fiduciary Focus, Erik breaks down Vanguard’s latest economic and market outlook and what ...
Each year, our IDEA Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
The Department of Labor (DOL) continues its efforts in support of employers facing ERISA breach of fiduciary duties litigation. ...
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The House of Representatives has passed a bill that includes a provision allowing 403(b) plans to include collective investment ...
Multnomah Group is proud to announce that we have been recognized as one of the 2025 Best Places to Work in Money Management by ...
The landscape of ERISA litigation is evolving. With the introduction of the ERISA Litigation Reform Act, plan sponsors may soon ...
The DOL has officially withdrawn its defense of the Biden administration’s 2024 fiduciary rule, which sought to place retirement ...
Our final post in the 2025 Regulatory Update series explores industry trends, including the growing role of alternative ...
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.