Earlier this year, the Department of Labor (DOL) issued a proposed rule related to the use of Environmental, Social and Governance (ESG) investment options within ERISA-covered retirement plans. In its proposed form, that rule could have restricted the use of ...
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Broadly, an investment policy statement (IPS) is intended to outline the rules and policies pertaining to a pool of assets. For ...
In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
On October 27, the House Ways & Means Committee introduced the Securing a Strong Retirement Act of 2020, a follow up to the ...
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The IRS recently announced 2021 dollar limits on benefits and contributions for qualified retirement plans. Many of the limits ...
The coronavirus pandemic has revealed what survey data had reported for years, many Americans lack access to emergency liquidity. ...
Multnomah Group is proud to share that our managing principal, Erik Daley, has been named to the 2020 edition of the Financial ...
The U.S. economy shrank at a 31.4% annualized rate in Q2 (most recent available). This was a historic contraction amid the ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
One of the most important things a retirement plan service provider is responsible for is securing the Personally Identifiable ...