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3(21) Fiduciary: What Are the Real Duties and Risks?.pdf

3(38) Fiduciary Versus 3(21) Fiduciary: What Are the Real Duties and Risks? Dr. Gregory W. Kasten Chief Executive Officer . Unified Trust Company, NA ...  Down

3(21) FIDUCIARY seRvICes - Great-West.pdf

Fiduciary ServiceS Solution From Great-WeSt retirement ServiceS® Delivered in Collaboration with Morningstar Associates’ Expert Investment Selection Methodology ...  Down

Fiduciary Focus: Non­Fiduciary Investment Consultants.pdf

2 services for which it accepts fiduciary responsibility. To that extent, the ERISA section 3(21) fiduciary investment consultant is forbidden from ...   Down

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  • Fiduciary Focus: Non­Fiduciary Investment Consultants

    2 services for which it accepts fiduciary responsibility. To that extent, the ERISA section 3(21) fiduciary investment consultant is forbidden from ...

    www.oreillywa.com/pdf/phantom%20fiduciaries%20by%20Morningstar.pdf
  • The Different Flavors of ERISA Fiduciaries - Ark Advisor

    In that agreement, the advisor is named as the ERISA 3(21) fiduciary. This allowed the advisor to say that it is a "fiduciary," an "ERISA fiduciary" or even

    www.arkadvisor.com/_docs/fiduciary_library/the%20different%20...
  • Subject: WHAT TYPE OF ERISA FIDUCIARY ARE YOU & …

    What Type Of ERISA Fiduciary Are You & Why It Matters Page 2 Center for Due Diligence To clarify, individuals become fiduciaries through appointment or function.

    www.thecfdd.com/files/insights/WhatType.pdf
  • Assessing Fiduciary Risk for Defined Contribution Plans ...

    3(21) fiduciary and that the investment committee maintains responsibility for fund selection and fund replacements. ii. To better understand the accountability of ...

    www.seic.com/docs/Institutions/SEI-DC-WP-Assessing-Fiduciary-Risk...
  • 3(21) vs. 3(38) Fiduciary - PSA Financial

    PSA Insurance & Financial Services 11311 McCormick Rd. Hunt Valley, MD 21031 3(21) vs. 3(38) Fiduciary A retirement plan adviser can serve in either a 3(21) or ...

    www.psafinancial.com/.../uploads/2013/01/321-vs.-338-Fiduciary.pdf
  • Fiduciary Responsibility under ERISA 3(38) and ERISA 3(21)

    ERISA § 3(38) and ERISA § 3(21) - 1 - 24-June-2011 Fiduciary Responsibility under ERISA 3(38) and ERISA 3(21) It is important that the plan sponsor understand the ...

    www.investnretire.com/Documents/ERISA.pdf