What Makes a Provider Partnership Truly ‘Fiduciary-Ready’?
All parties need to connect effectively and document relevant processes.
Tag: 3(16) fiduciary
Recordkeepers’ Service Models, by the Numbers
Three dozen recordkeepers give insights into what they offer plan advisers, sponsors and participants.
DCIIA Publishes Guide to Fiduciary Models
The report educates plan sponsors on distinctions between 3(16), 3(21) and 3(38) fiduciaries.
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
Ubiquity Adds 3(16) Services to Select 401(k) Products, Announces Partnership
Ubiquity says its new 3(16) services will allow it to take on heavily regulated fiduciary responsibility, while it will receive business referrals from Paycor to provide retirement benefit...
Pentegra, EPIC Offer Comprehensive 3(16) Fiduciary Solution
The service assumes a multitude of key plan administrative responsibilities.