Tag: 3(38) fiduciary

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

The guide covers the pros and cons of various fee and fee structures.

The April report outlined the differences, in action and duty, between ERISA fiduciaries.

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...

District Judge allowed one plaintiff 28 days to submit an amended complaint.

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.

Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.