UpFront
Monitoring the 3(38) Investment Manager
Plan sponsors must take as much time as necessary to understand what it means to hire a 3(38) discretionary investment manager; setting clear goals and expectations is critical.
Reported by
John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
PLANSPONSOR Roadmap: What’s Changing in DC Plan Investment Menu Design
Plan sponsors can take a ‘measured risk’ approach to evolving their investment menus, according to one panelist.
Fintech Company Envestnet Acquires Vestmark
Clients of both companies will be able to remain on their original platform despite the transaction.
Plan Sponsors Increasingly Rely on Advisers
Growing complexity of plan design and investment options is prompting plans to outsource more functions, Fidelity’s annual survey finds.

