Each year, our DEI 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 two years, we are committed to showing our work. DEI initiatives are futile without ...
Inflation & the Federal Reserve The Federal Reserve has held rates at a recent high of 5.25-5.50% since July 2023. Ending ...
At some point, all good plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a ...
ERISA (the Employee Retirement Income Security Act of 1974) is a federal law regulating employee benefit plans, including pension ...
Senators have introduced bill S.4917 to allow the use of Collective Investment Trusts (CITs) in 403(b) plans. This mirrors the ...
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Inflation & the Federal Reserve At their June meeting, the Federal Reserve continued to hold rates at 5.25-5.5%, a position ...
Inflation & the Federal Reserve The Federal Reserve held rates steady at a range of 5.25-5.5% in its March meeting. The Fed ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
Inflation & the Federal Reserve The Federal Reserve held rates steady in their December meeting as they continued to monitor ...
SECURE 2.0 introduced a variety of optional provisions that allow individuals to make penalty-free withdrawals from their ...
We are pleased to share our latest plan sponsor guide, focused on simplified practices of effective and efficient retirement plan ...