Compliance April 26th, 2023 DCIIA Publishes Guide to Fiduciary Models The report educates plan sponsors on distinctions between 3(16), 3(21) and 3(38) fiduciaries.
Data & Research March 21st, 2023 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...
Products June 30th, 2022 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...
Products April 20th, 2021 Pentegra, EPIC Offer Comprehensive 3(16) Fiduciary Solution The service assumes a multitude of key plan administrative responsibilities.