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
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.
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.
Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
TAG's 401(k) Aggregated Solution offers minimal fiduciary liability, partnerships with well-known providers, regulated compliance and competitive cost.
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.
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.