The Government Accountability Office (GAO) recently conducted a study on retirement plan participants’ understanding of the fees they pay within their retirement plan. The Department of Labor (DOL) currently requires retirement plans to provide certain ...
Three years ago, the 403(b) excessive fee case of Sacerdote v. New York University was decided in favor of New York University. ...
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 ...
ERISA Section 408(b)(2) requires service providers to the plan to provide the plan’s fiduciaries with the information they need ...
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On July 16, the Internal Revenue Service (IRS) announced changes to the Employee Plans Compliance Resolution System (EPCRS). ...
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 ...
With more than 50% of adult Americans now fully vaccinated from COVID, the world is slowly reopening. My last trip for business ...
We are excited to share that Multnomah Group recently welcomed a new team member, Becca Dobson.