Multnomah Group

Retirement Plan Advisor

Portland, OR

About Multnomah Group

Multnomah Group is a fee-for-service independent retirement plan consulting firm headquartered in Portland, Oregon. Founded in 2003, Multnomah Group is registered as an RIA with the SEC (CRD #132131), and committed to providing forward-thinking, objective investment advisory services. They specialize in helping plan sponsors navigate the complexities of overseeing retirement plans, offering expertise in fiduciary governance, plan operations, investment advisory, and provider oversight. Their services are designed to ensure compliance with regulations and optimize employee benefits, focusing on the client's needs without conflicts of interest. The firm also offers personal financial planning and fiduciary training programs. Multnomah Group pride themselves on a practical approach that prioritizes the retirement readiness outcomes of employees. Operating out of their Portland, OR office, they are recognized for their industry excellence and commitment to their clients.

Website: https://www.multnomahgroup.com/

Founded: 2003

Employees: 20

Office Locations

  • Portland, OR (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Plan Design Consulting

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
PRECISION CASTPARTS CORP. 401(K) RETIREMENT SAVINGS PLANPRECISION CASTPARTS CORP., OR$2.5B17,695
FRED HUTCHINSON CANCER CENTER RETIREMENT SAVINGS PLANFRED HUTCHINSON CANCER CENTER, WA$1.5B6,256
DEPAUL UNIVERSITY 403(B) RETIREMENT PLANDEPAUL UNIVERSITY, IL$1.3B3,976
UCAR RETIREMENT PLANUNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH, CO$1.2B1,643
EL CAMINO HOSPITAL 403(B) RETIREMENT PLANEL CAMINO HOSPITAL, CA$976M4,437
UNIVERSITY OF DENVER RETIREMENT PLANUNIVERSITY OF DENVER, CO$909M7,091
SRI INTERNATIONAL BASIC RETIREMENT PLANSRI INTERNATIONAL, CA$887M1,243
INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLANINSTITUTE FOR DEFENSE ANALYSES, VA$875M1,546
SRI INTERNATIONAL RETIREMENT SAVINGS PLANSRI INTERNATIONAL, CA$787M1,056
INSTITUTE FOR DEFENSE ANALYSES QUALIFIED RETIREMENT PLANINSTITUTE FOR DEFENSE ANALYSES, VA$628M1,255
SEATTLE UNIVERSITY EMPLOYEES RETIREMENT PLANSEATTLE UNIVERSITY, WA$479M2,024
AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUSTASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC., DC$428M1,591
CARLETON COLLEGE DEFINED CONTRIBUTION PLANCARLETON COLLEGE, MN$397M930
COLORADO COLLEGE RETIREMENT BENEFIT PLANCOLORADO COLLEGE, CO$382M737
THE OREGON CLINIC, P.C. RETIREMENT PLANTHE OREGON CLINIC, P.C., OR$360M1,334
LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLANLEWIS & CLARK COLLEGE, OR$337M807
NATIONAL UNIVERSITY RETIREMENT SAVINGS PLANNATIONAL UNIVERSITY, CA$319M6,174
THE SALK INSTITUTE RETIREMENT PLANSALK INSTITUTE FOR BIOLOGICAL STUDIES, CA$311M806
THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLANASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC., DC$299M1,557
PEMCO 401(K) PLANPEMCO MUTUAL INSURANCE COMPANY, WA$260M453

Showing top 20 of 56 plans serviced in 2024.

Team Members

  • Azzurra Cappuccini, Investment Analyst
  • Emily Zinn, Director of Vendor Services, CFP
  • Rebecca Dobson, Associate Consultant, CFA
  • Caryn Sanchez, Senior Manager Research Analyst
  • Amy Barber, Chief Compliance Officer / Director of Human Resources, J.D., CFP ®
  • Nelson Rutherford, Senior Financial Advisor, CPA/PFS, CFP®
  • Erik Daley, Managing Principal, CFA
  • Charles Warren, Principal, AIF, C(k)P
  • Joe Fleischmann, Principal, AIF
  • Hailey Cox, Investment Operations Analyst

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