Personal Information
Organization / Workplace
Portland, OR United States
Industry
Consulting / Advisory
Website
www.MultnomahGroup.com
About
The Multnomah Group provides fee-only retirement plan and investment consulting services to tax-exempt and for-profit employer retirement plans in the United States. The firm’s mission is to guide our clients in prudent retirement plan management as they face increased regulatory scrutiny and vendor complexity. We serve our clients as an independent investment consultant, acknowledging our fiduciary status when making plan investment recommendations. The professionals at Multnomah Group have extensive experience and resources in our core competencies: Investment Consulting, Vendor Search, Plan Benchmarking, Fiduciary Governance, and Plan Design.
Tags
retirement plans
401(k)
403(b)
erisa
403b
401k
retirement plan fees
fiduciary duty
fiduciary
fee reasonableness
fiduciary responsibilities
fee disclosure
target date funds
qdia
retirement plan design
vendor search
roth 401(k)
retirement plan committee
executive compensation
investments
plan governance
investment analysis
retirement plan fiduciary
fiscal cliff
tiered investment menu
retirement readiness
enrollment
participants
investment selection
esa
para
stable value funds
money market funds
457(f)
401(a)
457(b)
forfeiture account
404(c)
404(a)
plan goverance
fidelity bond
epcrs
voluntary correction
roth 403(b)
safe harbor
faq
retirement plan
atra
See more
Presentations
(15)Documents
(12)Personal Information
Organization / Workplace
Portland, OR United States
Industry
Consulting / Advisory
Website
www.MultnomahGroup.com
About
The Multnomah Group provides fee-only retirement plan and investment consulting services to tax-exempt and for-profit employer retirement plans in the United States. The firm’s mission is to guide our clients in prudent retirement plan management as they face increased regulatory scrutiny and vendor complexity. We serve our clients as an independent investment consultant, acknowledging our fiduciary status when making plan investment recommendations. The professionals at Multnomah Group have extensive experience and resources in our core competencies: Investment Consulting, Vendor Search, Plan Benchmarking, Fiduciary Governance, and Plan Design.
Tags
retirement plans
401(k)
403(b)
erisa
403b
401k
retirement plan fees
fiduciary duty
fiduciary
fee reasonableness
fiduciary responsibilities
fee disclosure
target date funds
qdia
retirement plan design
vendor search
roth 401(k)
retirement plan committee
executive compensation
investments
plan governance
investment analysis
retirement plan fiduciary
fiscal cliff
tiered investment menu
retirement readiness
enrollment
participants
investment selection
esa
para
stable value funds
money market funds
457(f)
401(a)
457(b)
forfeiture account
404(c)
404(a)
plan goverance
fidelity bond
epcrs
voluntary correction
roth 403(b)
safe harbor
faq
retirement plan
atra
See more