Personal Information
Organização/Local de trabalho
Portland, OR United States
Setor
Consulting / Advisory
Sobre
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.
Marcadores
retirement plans
401(k)
403(b)
erisa
403b
401k
retirement plan fees
fiduciary duty
fiduciary
fee disclosure
fiduciary responsibilities
fee reasonableness
target date funds
executive compensation
retirement plan committee
retirement plan design
roth 401(k)
vendor search
qdia
investments
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
retirement plan fiduciary
investment analysis
plan governance
fiscal cliff
tiered investment menu
Ver mais
Apresentações
(15)Documentos
(12)Personal Information
Organização/Local de trabalho
Portland, OR United States
Setor
Consulting / Advisory
Sobre
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.
Marcadores
retirement plans
401(k)
403(b)
erisa
403b
401k
retirement plan fees
fiduciary duty
fiduciary
fee disclosure
fiduciary responsibilities
fee reasonableness
target date funds
executive compensation
retirement plan committee
retirement plan design
roth 401(k)
vendor search
qdia
investments
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
retirement plan fiduciary
investment analysis
plan governance
fiscal cliff
tiered investment menu
Ver mais