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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

The Different Flavors of ERISA Fiduciaries - Ark Advisor.pdf

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 ...   Down

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  • 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
  • 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
  • 3(21) vs. 3(38) Fiduciary - PSA Insurance & Financial Services

    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