PLANSPONSOR Roadmap: Outsourcing and Provider Selection
Speakers discussed how plan sponsors can evaluate potential recordkeepers, investment managers and advisers.
Tag: 3(16) fiduciary
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Investment Product & Service Launches
The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.
DCIIA Delivers Guide to Plan Service Providers
The April report outlined the differences, in action and duty, between ERISA fiduciaries.
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Ubiquity Announces New Partnership, Adds 3(16) Services to Select 401(k) Products
Ubiquity will receive business referrals from Paycor to provide retirement benefit solutions and says its new 3(16) services will allow...
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Pentegra, EPIC Retirement Plan Services Launch New 3(16) Fiduciary Solution
The service assumes a multitude of key plan administrative responsibilities.
The Plan Sponsor Time Crunch
With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
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Pentegra, ADP Partner to Provide 3(16) Services to Plan Sponsors
The solution will provide ADP 401(k) clients with the ability to outsource key retirement plan administrative duties.
PSNC 2019: Understanding 3(16) and 3(38) Fiduciary Outsourcing
Good candidates for outsourcing include plan sponsors who want to spend more time focused on plan design innovation and tracking...