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September 2nd, 2015 |
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PLANADVISER Top 100 – Profile of the Day | Multnomah Group was founded by Erik Daley and Scott Cameron in 2003 to serve the needs of plan sponsors looking for objective, bias-free advice. In starting Multnomah Group, the pair wanted to work directly with plan sponsor clients, delivering services “unconstrained by the limitations of any single vendor platform.”
Read more > | | Conrad Siegel Unveils Retirement Income Solution | Tara Mashack-Behney, president and partner at Conrad Siegel Investment Advisors, notes that many of the current income solutions on the market rely heavily on annuities—which are associated with higher fees and potential surrender charges. “Check Mate is designed to be flexible and participants may opt out at any time,” she says.
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