Each year, our IDEA Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs within Multnomah Group. As we have done the last three years, we are committed to showing our work. DEI initiatives are futile ...
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 ...
The DOL has officially withdrawn its defense of the Biden administration’s 2024 fiduciary rule, which sought to place retirement ...
Our final post in the 2025 Regulatory Update series explores industry trends, including the growing role of alternative ...
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The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
Litigation remains a driving force in retirement plan governance. In this installment of our 2025 Regulatory Update series, we ...
Forfeiture Lawsuits A District Court in New York has dismissed another forfeiture lawsuit. The judge ruled that the plan ...
Our 2025 Regulatory Update series now examines the Department of Labor, where new leadership and a deregulatory agenda are ...
Continuing our 2025 Regulatory Update series, we turn to the IRS. This year’s guidance brings both clarity and complexity, ...
Welcome to our 2025 Regulatory Update blog series, where we break down the year’s most important developments for retirement plan ...