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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 ...  

3(21) vs. 3(38) Fiduciary - Insurance and Financial.pdf

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 ...  

Understanding the different types of fiduciaries.pdf

˘ Serve as a 3(21) fiduciary advisor in certain engagements. • Serve as a 3(38) investment manager in other engagements, including Advisors Access, our 401(k) TAMP ...   Down

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  • Understanding the different types of fiduciaries

    • Serve as a 3(21) fiduciary advisor in certain engagements. • Serve as a 3(38) investment manager in other engagements, including Advisors Access, our 401(k) TAMP.

    www.fi360.com/uploads/media/resources_webinar_031110.pdf
  • 3(21) FIDUCIARY seRvICes - Great-West Financial

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

    www.greatwest.com/docs/321_brochure.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...
  • 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...