Multnomah Group News Today

The issue of monitoring investments and plan fees is something that often comes up in retirement lawsuits and is therefore an important part of the fiduciary training process.

The IRS announced a two-year delay on requiring high-income workers who make 401(k) catch-up contributions to do so in Roth accounts.

Lockton launches new people solutions practice; Groom Law Group expands health practice with new principal; Multnomah Group acquires Pacific Retirement Partners; and more.

The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.

Pentegra hires vice president of trust services; Multnomah Group expands team and client service capabilities; AIG announces rebrand of life and retirement business; and more.

Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to acquire NextCapital Group; and more.

When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and whether) to bring staff back two years later.

Participant Insights: Misperceptions About 401(k) Plans Abound Two of the most prevalent misunderstandings that keep workers from signing up—that it is too complicated, and that retirement is too far off to care—can be stamped out through automatic features, advisers say. Retirement plan sponsors have to conquer a great number of fiduciary and plan design basics when setting up a plan, but they might not think about the many miscon...