Intro
Brass Tacks
Serving as a 3(38) fiduciary enables an adviser to focus more on plan outcomes
Reported by
Featured
To access this premium content, please sign up for a free account!
You Might Also Like:
Mesirow Fiduciary Solutions Acquires flexPATH’s 3(38) Business
The transaction will deepen the company’s custom portfolio and investment lineup service capabilities.
Novel 401(k) Case Argues Fossil Fuel-Free Investments Are ‘Religious Accommodation’
The lawsuit, which alleges Thermo Fisher’s retirement investments went against an employee’s Christian values of environmental stewardship, could have broad...
White House Reviews DOL’s Alternate ESG Rule
Although not yet published, the proposed regulation is expected to bar fiduciaries from weighing climate and social factors.
