The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other retirement-related limitations for the 2020 tax year. Although many of the limits remain unchanged from 2019, some of the highlights include:
Earlier this month, the Securities and Exchange Commission (SEC) launched an investigation into the sales and compensation ...
While the cases against 401(k)s and 403(b)s continue to make their way through the courts, these cases continue to see new legal ...
Every client we work with has established committees that are responsible for providing oversight, governance, and ultimately ...
The Department of Labor (DOL) has announced the release of a new proposed rule for safe harbor for electronic delivery of ...
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When anticipating a merger or acquisition, coordinating and analyzing the impact of changes in employee benefits is often the ...
Historically, the retirement plan industry has focused on a single goal: successful retirement plan outcomes. This statement ...
The U.S. economy has steadily slowed in 2019, from 3.0% in the first quarter to 2.0% for the second quarter (most recent ...
Multnomah Group is proud to share that our managing principal, Erik Daley, and our principal, Brian Montanez, have been named to ...
On September 23, the IRS published its final regulations on hardship distributions, which can be found here. This codifies ...
We are pleased and proud to share that our consultant Hailey McLaughlin has earned her Certified Investment Management Analyst ...