Tag: 3(38) investment managers

While outsourcing advisers or consultants can help relieve plan sponsors’ administrative tasks, it does not absolve them of fiduciary responsibility.

Employers can outsource 401(k) plan administration and fiduciary risk through the firm’s partnerships with select TPAs and 3(38) investment management...

Experts discussed the types of outsourcing available to plan sponsors, from basic 3(16) administration services to full discretionary 3(38) investment...

Ascensus partners with NextCapital for investment and fiduciary solutions, and Axioma releases Canadian risk model to suite of funds. 

Good candidates for outsourcing include plan sponsors who want to spend more time focused on plan design innovation and tracking...

FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.

An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and...

The new offering will have three menus—core menu, core plus and expanded menu—and depending on the demographics and investment acumen...

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 DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.

With 3(38) Flex, Mesirow Financial reviews both the line-up’s asset classes and investments and, if both meet Mesirow’s criteria, they...