Article Key Takeaways Recordkeepers now operate as platforms, not just service providers. They control most participant touchpoints while plan sponsors retain the fiduciary risk. Retirement plans create high switching costs. Infrequent recordkeeper changes ...
We are excited to share that for the fourth year in a row, six of our advisors have been included on the PLANADVISER Top ...
Article Key Takeaways The DOL has issued a proposed regulation clarifying how ERISA fiduciaries may evaluate investments in ...
A Texas federal court has officially vacated the Department of Labor’s fiduciary rule, returning us to the original five-part ...
Retirement plans are stepping back into the deregulated marketplace — and the risks deserve more attention. This week, we ...
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A new trend in ERISA litigation is focusing on voluntary benefits offered to employees, such as medical, vision, and dental. Both ...
Start the year informed! In this week’s Fiduciary Focus, Erik breaks down Vanguard’s latest economic and market outlook and what ...
Each year, our IDEA Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
The Department of Labor (DOL) continues its efforts in support of employers facing ERISA breach of fiduciary duties litigation. ...
The House of Representatives has passed a bill that includes a provision allowing 403(b) plans to include collective investment ...
Multnomah Group is proud to announce that we have been recognized as one of the 2025 Best Places to Work in Money Management by ...