Multnomah Group, Inc.

Stay informed and ahead of regulatory and litigation affecting your retirement plan. You can watch our annual Regulatory Update webinar covering all the need to know topics from the DOL, the IRS, retirement plan litigation + much more. Watch it on demand here -> https://hubs.ly/Q02Wns8W0

As a new administration takes over, the future of the DOL's fiduciary and ESG investing rules remains hazy. With the fiduciary rule blocked and ESG rules under scrutiny, what’s next? Greg Johnson discusses this in our latest blog -> https://hubs.ly/Q02YVWBc0

Ever wondered how your investment consultant fits into your retirement plan audit? ?? Our blog lays out the role of your advisor in the audit process. https://hubs.ly/Q02Wnvy90

Following up on our topic from last week, where Erik discussed how the election results could impact plan sponsors, we added another area for plan sponsors to watch. Under the incoming administration, we could see changes to the DOL's cryptocurrency guidance. Hear more from Erik Daley, CFA in our latest Fiduciary Focus ->

?? Exciting News! ?? We’re thrilled to welcome Emily Zinn as our new Director of Vendor Services! With extensive experience in the retirement plan industry, Emily is set to bring innovative ideas and fresh perspectives to our team. Welcome, Emily! https://hubs.ly/Q02YwPD10

Are you passionate about financial planning and looking to make a meaningful impact? Multnomah Group is hiring an Associate Financial Advisor! ?? Join our dynamic team and help clients achieve their financial goals with personalized advice and exceptional service. This role offers a fantastic opportunity to grow your career in a supportive and collaborative environment. ?? Key Responsibilities: - Assist in developing comprehensive financial plans - Conduct client meetings and reviews - Provide investment recommendations - Collaborate with senior advisors to deliver top-notch service ?? Qualifications: - Bachelor's degree in Finance, Economics, or related field - Strong analytical and communication skills - CFP certification or progress towards it is a plus - Passion for helping clients achieve financial success ?? Why Multnomah Group? - Collaborative and inclusive culture - Opportunities for professional growth and development - Competitive salary and benefits package Ready to take the next step in your career? Apply here -> https://hubs.ly/Q02YmDHX0

I believe it may be time to retire the term "Financial Wellness." Many in the country are under tremendous economic stress (60% of Americans report living paycheck to paycheck), and there are employer programs, leave, and compensation policies that can help alleviate some of those stresses. The financial services industry has adopted/coopted the term to describe webinars, calculators, and other digital tools that are available but haven't proven effective in alleviating economic stress because they are thinly used and don't solve most of the underlying challenges creating economic stress. - Programs work - Policies work - And sometimes coaching for the right person at the right time works Making a workforce more financially well requires addressing the core issues of economic insecurity and is a much heavier lift than what many silver bullet Financial Wellness solutions can provide. Thank you for attending my Ted Talk.

Our latest blog dives into evolving trends in retirement plan litigation, from excessive fees to fiduciary responsibilities regarding managed accounts. Key cases highlight the importance of monitoring services and decision-making processes to safeguard participant interests. Read more -> https://hubs.ly/Q02YdRk-0

ERISA requires that plan financial statements be audited annually by an independent qualified public account firm. This process has many steps, including planning, assessing risks, reviewing internal controls, audit testing, evaluation, and reporting. Read our fiduciary training below to learn about each step's specifics and how it could apply to your company. -> https://hubs.ly/Q02N4zcD0

Are you aware of the fiduciary, legal, and cybersecurity risks when sharing participant data with advisors? It's crucial to protect sensitive information while ensuring compliance. How do you balance data security with the need for expert advice? https://hubs.ly/Q02WnmTm0