Multnomah Group, Inc. reposted this
Experienced Retirement Benefits Consultant assisting employers in developing and maintaining effective retirement plans
Better late than never, but always late
Multnomah Group is an independent retirement plan consulting firm headquartered in Portland, OR. We are a 100% fee-for-service consulting firm, serving our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace, and our conflict-free structure, enable us to serve as a trusted partner for our clients. The professionals at Multnomah Group have extensive experience and resources in our core competencies: Investment Consulting, Vendor Search, Fiduciary Governance, Fee Benchmarking, Employee Engagement, and Plan Design. Multnomah Group does not endorse and is not liable for any content developed by third parties. Third party content shared, linked, reposted, tweeted or referenced by herein is for ease of reference only and may not accurately reflect the views of Multnomah Group. Connecting or following an individual or company does not constitute an endorsement by Multnomah Group or its employees. Individuals or companies connected to or following Multnomah Group or its employees should not be construed as a testimonial regarding any services provided by our firm.
External link for Multnomah Group, Inc.
111 SW 5th Avenue
Suite 4000
Portland, Oregon 97204, US
Multnomah Group, Inc. reposted this
Experienced Retirement Benefits Consultant assisting employers in developing and maintaining effective retirement plans
Better late than never, but always late
Our annual Regulatory Update webinar is coming up on October 17. This webinar is geared toward helping plan sponsors stay ahead of the regulatory and legislative curve and ensure their retirement plans are compliant and optimized. Learn more + register -> https://hubs.ly/Q02S4sTl0
This week, we saw a strong increase in the labor market with a reported 254,000 new jobs. Will this data stand true, or be adjusted as previous data? Erik Daley, CFA discusses this + more in this edition of Fiduciary Focus.
"Bringing data to life" was certainly something we learned from Deirdre Van Nest! Her time with our full team last week focused on our WHY stories and creating better connections with our clients and prospects.
Top-Rated Keynote Speaker on Finance, Sales, Storytelling, Public Speaking, & Communication| Founder, Crazy Good Talks® | If your business depends on building relationships & building trust quickly—you should hire me
🙌 Forward Thinking. Those are the words I’d use to describe founder Scott Cameron, CFA of Multnomah Group, Inc. in Portland, OR. Scott called me this spring, after hearing me on Michael Kitces' Financial Advisor Success Podcast (episode 250), talking about how to use stories to develop/deepen relationships and drive revenue. But Scott didn’t just call for himself. He said, "I want my entire team to know how to use stories to bring data to life." So, this week I had the pleasure of delivering my half-day Storytelling Bootcamp to his group of 21 advisors and staff. His team: ✅ Discovered how to choose the right story from their life that will best connect with their ideal clients. ✅ Learned the step-by-step formula for crafting their Personal Brand WHY Story. ✅ Walked out of Bootcamp with a draft or completed version of their PBWS Story ✅ Participated or Observed me perform “Story Surgery” on 6 advisors’ stories. (Think American Idol without the Snarkiness.:) During these Hot Seats I made sure the story structure, language, and delivery was compelling and will elicit maximum listener engagement and emotional impact. ✅ Picked up tailored scripts and strategies on how to share their story in group presentations, 1:1 meetings, and online, to develop/deepen relationships and drive revenue. I was super impressed with what I saw. His team quickly picked up the skills and many will be using their new stories in meetings and presentations in the next few weeks. I’m excited to hear the results! A special shout out to Jennifer A. Tamayo and Hailey Cox for making me feel right at home. To learn about Scott and his team go to https://lnkd.in/dhp5rM47 If you're like Scott and want your team to know how to bring data to life, please shoot me a DM here. I'd love to bring Storytelling Bootcamp to your company.
Selecting a target date fund (TDF) series is a fiduciary's most critical investment decision for their plan. The funds serve as a default plan investment choice and attract the highest volume of plan assets. Committee philosophy, firm capabilities, and platform availability are just a few traits to articulate when designing your plan. Read our fiduciary training to learn what else to consider when developing your company’s TDF series. -> https://hubs.ly/Q02N4zQR0
Many steps are taken when assisting companies in searching for a satisfactory target-date fund suite: education, discourse, analysis, and advisory, to name a few. In the case study linked below, hear about our course of action, the result achieved with a previous client, and how we can benefit your firm. -> https://hubs.ly/Q02MPmkr0
Today we are celebrating three work anniversaries! Happy 2nd work anniversary to Rona Remoket Warren, Joe Fleischmann and CHARLES WARREN, AIF®, C(k)P, CPFA! 🎉
📢 Our annual Regulatory Update is here, and it’s packed with crucial insights for retirement plan sponsors! 🔹 Legislative Updates: States are leading the charge in expanding retirement plan access, with 20 states passing legislation. A federal auto-IRA program is also on the horizon, aiming to boost participation rates. 🔹 Department of Labor: The DOL’s fiduciary and ESG rules are under legal scrutiny. Stay informed on how these could impact your retirement plans. 🔹 IRS Updates: The IRS extends its pre-examination pilot program and clarifies SECURE 2.0 provisions, including Roth employer contributions and penalty-free withdrawals for terminally ill participants. 🔹 Judicial Trends: Retirement plan litigation is evolving, with new cases focusing on managed accounts, target date funds, and the use of forfeitures. 🔹 Defined Benefit Plans: Pension de-risking remains a hot topic, with employers exploring lump sum buyouts and annuity purchases to manage future liabilities. Stay ahead of the curve and ensure your retirement plans are compliant and optimized. For more detailed insights, download our full report -> https://hubs.ly/Q02RB7X80
Our time in our current office space is coming to a close as we transition to a new office next week! Erik Daley, CFA touches on this + the new bill introduced to the Senate that would allow 403(b) plans to invest using CITs in this week's Fiduciary Focus.