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Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans
It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
Tag: 3(38) fiduciary
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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.
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...
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BidMoni Launches FiduciaryShield to Manage RFPs
Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.