LeafHouse Offers Packaged Program for Retirement Plans
FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.
Tag: 3(38) investment manager
Analysis Shows Importance of DC Plan Fund Menu Monitoring
An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and investment management providers weigh in on how to determine when a fund change is needed.
Bank of America Adds 3(38) Investment Management Offering
The new offering will have three menus—core menu, core plus and expanded menu—and depending on the demographics and investment acumen of participants, plan sponsors can choose the best fit.
403(b) Plans Improving Governance Practices
Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
Mesirow to Provide 3(38) Services for TAG 401(k) Platform
TAG's 401(k) Aggregated Solution offers minimal fiduciary liability, partnerships with well-known providers, regulated compliance and competitive cost.
The Benefits of the OCIO Model
Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and defined contribution plan sponsors, such as cost savings and better returns—benefits that trickle down to participants.
Matchmaker for 3(38) Fiduciary Services Talks Market Trends
Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers; the matchmaker firm offers some insight about what makes for a good adviser-sponsor fit.
Fiduciary Advice Provider CAPTRUST Makes 3(38) Services a Big Focus
As one looks at retirement plans that have greater assets, the committee structure is more entrenched, which has slowed the uptake of 3(38) services relative to 3(21) services; Fielding Miller, CEO of CAPTRUST, argues this outlook may be changing.
More DC Plan Sponsors Looking to Outsourced Fiduciary Services
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.