SECURE 2.0 includes many optional provisions for plan sponsors to consider that will allow participants to make penalty-free withdrawals from their retirement savings. The withdrawals are still taxable to the participant but will enable them to avoid the 10% ...
An ERISA lawsuit has been filed against Bechtel, a large engineering company, naming Bechtel’s board and retirement committee as ...
One optional provision in SECURE 2.0 allows employees to have employer matching and non-elective contributions made as after-tax ...
We are excited to share and celebrate the achievements of two outstanding individuals within our organization: Candace Finn and ...
The Department of Labor (DOL) has released the final version of its controversial fiduciary rule, portions of which will be ...
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Inflation & the Federal Reserve The Federal Reserve held rates steady at a range of 5.25-5.5% in its March meeting. The Fed ...
It’s fee benchmarking season here at Multnomah Group, which means that we are reviewing scads of fee disclosure documents to ...
In the intricate world of retirement planning, the distinction between a consultant and a fiduciary has never been more critical. ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
We are excited to share that for the second year in a row, six of our advisors have been included on the 2024 PLANADVISER Top ...
On March 7, the U.S. House of Representatives approved a measure that would permit 403(b) retirement plans to include Collective ...