Multnomah Group, Inc.

Firm Profile

Multnomah Group provides independent retirement plan and investment consulting services to employer-sponsored retirement plans in the United States. Multnomah Group’s mission is to help our clients develop and maintain successful retirement programs by providing thoughtful, practical solutions that meet our clients’ objectives. We serve our clients as an independent investment consultant and we acknowledge our fiduciary status for the services we provide.

Multnomah Group is a fee-for-service consulting firm that derives our revenues from hard dollar client engagements.

The service model Multnomah Group has developed is designed to meet all aspects of fiduciary compliance. The professionals at Multnomah Group have extensive experience and resources in our core competencies:

• Investment Consulting
• Vendor Search
• Fiduciary Governance
• Employee Engagement
• Plan Design
• Fee Benchmarking

KEY CONTACTS
Erik Daley, (503) 772-0159 ext. 101, erik.daley@multnomahgroup.com

Scott Cameron, (503) 772-0159 ext. 102, scott.cameron@multnomahgroup.com

WEBSITE
www.MultnomahGroup.com

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

OPTIONS AVAILABLE
• Benchmarking Tools
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan feature review
• Plan design consulting
• Plan sponsor fiduciary training
• Stable value analysis

9 home office employees supporting the retirement business