Tag: 3(38) fiduciary
Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...
401(k) program seeks to serve small and startup plans by easing demands on plan administrators.
The platform allows plan sponsors to add an extra layer of fiduciary protection.
It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.
Plan sponsors must take as much time as necessary to understand what it means to hire a 3(38) discretionary investment...