Products & Services March 27th, 2025 401GO Expands 3(38) Services Through Mesirow Partnership Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser...
Client Service March 1st, 2024 Fiduciary Responsibility: 3(38) Services Set to Increase Plan sponsors are gravitating toward 3(38) investment managers, letting advisers take the wheel, according to a CAPTRUST senior plan adviser.
In Practice February 29th, 2024 Nuts & Bolts: Fiduciary Basics What new advisers need to know about being a fiduciary, which can be plan trustees, plan administrators or members of...
Client Service December 20th, 2018 Mercer Lays Out Goals for DC Plans for 2019 They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Practice Management Taking on Discretion Should you offer 3(38) fiduciary services or outsource the role?