In this white paper, we take an in-depth look at both 3(21) and 3(38) investment advisors and how to choose which one best suits your company's needs.
Our goal for this guide is to provide a thorough overview of the categories of retirement plan fees and the specific services typically related to each expense for plan fiduciaries.
This Guide seeks to review the current state of the retirement plan industry as it relates to standards of conduct that govern financial professionals.
Listen in to our audiocast "Tips and Takeaways for Maintaining Your Retirement Plan Document" as Summer Conley, partner at Drinker Biddle, and Bonnie Treichel, senior consultant at Multnomah Group, discuss common problem areas plan sponsors encounter with their plan documents.
The current regulatory landscape and the continued rise in litigation against higher education plan sponsors emphasize the need for sound retirement plan oversight.
One of a plan sponsor's most important fiduciary duties is the selecting and monitoring of a competent service provider to supply services to the plan for a reasonable fee. To be a prudent fiduciary, this can involve conducting a vendor search to benchmark your current vendor against what others in the industry are providing.
