Another university ERISA lawsuit settles with monetary and non-monetary penalties. Columbia University agreed to a $13 million settlement along with several non-monetary terms. The non-monetary terms are of interest as they suggest best practices that should ...
We often remind clients of the importance of not using past returns to predict an investment manager’s future success. Instead, ...
At Multnomah Group, we celebrate Spring by getting into the weeds on recordkeeping fees. During most of our meetings this ...
Spring is in the air, and for those of us here at Multnomah Group, that means we are in the middle of our annual recordkeeping ...
We are excited to share that Multnomah Group welcomed a new team member last week, Brittanie Abayare.
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The Internal Revenue Service maintains the Employee Plans Compliance Resolution System (EPCRS) to provide plan sponsors with the ...
As an institutional retirement plan consultant, I spend an enormous amount of time educating myself and staying current on ...
A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement ...
The Department of Labor (DOL) recently provided its first guidance for plan sponsors related to cybersecurity 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!