Ubiquity Offers Financial Wellness Tool Catered to Small Businesses
CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.
Tag: 3(38) fiduciary
Don’t Let 3(38) Fiduciary Confusion Entangle Your Plan
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.
BidMoni Launches FiduciaryShield to Manage RFPs
Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.